- Manager
- Primeinvestor Financial Research
- Service
- Discretionary
- Asset class
- Hybrid
Prime Synergy
₹42.26 Cr
Assets under management
Reported to SEBI · 30 Sep 2026
Primeinvestor Financial Research’s Prime Synergy managed ₹42.26 crore across its clients at 30 Sep 2026.
Key numbers
- AUM
- ₹42.26 Cr
- Benchmark
- Nifty 50 Hybrid Composite Debt 50:50 Index
- Turnover, past year
- 0.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 Hybrid Composite Debt 50:50 Index | Difference |
|---|---|---|---|
| 1 month | −4.67% | −3.31% | −1.36% |
| 3 months | +1.82% | −3.02% | +4.84% |
| 6 months | +9.57% | +1.93% | +7.64% |
| Since inception | +3.65% | −4.39% | +8.04% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity50.73%₹21.44 Cr
- Mutual funds44.18%₹18.67 Cr
- Cash and other5.09%₹2.15 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹5.94 Cr
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹5.94 Cr
- Net, FY to date
- ₹30.99 Cr
- Turnover, month
- 0.16×
- Turnover, past year
- 0.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Prime Synergy returned?
As reported for 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.67%; 3 months: 1.82%; 6 months: 9.57%; Since inception: 3.65%.
How much does Prime Synergy manage?
₹42.26 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Prime Synergy?
Primeinvestor Financial Research, a SEBI-registered portfolio manager (INP000009658), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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