PrimeInvestor Financial Research PMS strategies
PrimeInvestor Financial Research runs 7 portfolio management strategies listed with APMI, managing โน131 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Prime Velocity | Equity | Vidya B | โน76.06 Cr | โ | โ | โ | โน50 Lakhs | Sep 2026 |
| Prime Vision Growth | Hybrid | โ | โน15.86 Cr | โ | โ | โ | โน50 Lakhs | โ |
| Prime Synergy | Hybrid | โ | โน15.36 Cr | โ | โ | โ | โน50 Lakhs | โ |
| Prime Vision Max | โ | Vidya B | โน10.48 Cr | โ | โ | โ | โน50 Lakhs | Sep 2026 |
| Prime Vision Ultra | Hybrid | โ | โน7.51 Cr | โ | โ | โ | โน50 Lakhs | โ |
| Prime Liquid | Debt | โ | โน4.35 Cr | โ | โ | โ | โน50 Lakhs | โ |
| Prime Vision Balanced | Hybrid | โ | โน1.21 Cr | โ | โ | โ | โน50 Lakhs | โ |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "โ" means the figure isn't reported. Past returns don't predict future returns.
Talk to a SEBI-registered adviser about PMS