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PrimeInvestor

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PrimeInvestor

Years of experience

20+

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INH200008653

The smallcase portfolios from PrimeInvestor are managed by its research team. This team comes with a rich wealth of experience of over 60 years in combined market experience, tracking equity and debt markets, investment products, and guiding and advising investors. This team is headed by Vidya Bala, Bhavana Acharya, and N V Chandrachoodamani.

 

Vidya Bala, a chartered accountant (earlier Head – Mutual Fund Research, FundsIndia.com and Chief Research Analyst, The Hindu Business Line) has analysed stock markets and the economy for 20 years. Bhavana Acharya, a management graduate (earlier Deputy Head – Mutual Fund Research and Principal Research Analyst, The Hindu Business Line) has over 16 years of experience in mutual funds, stocks and personal finance products. NV Chandrachoodamani, a management graduate has over 18 years of experience in the stock markets, having worked with several PMS outfits. 

The smallcase portfolios from PrimeInvestor are managed by its research team. This team comes with a rich wealth of experience of over 60 years in combined market experience, tracking equity and debt markets, investment products, and guiding and advising investors. This team is headed by Vidya Bala, Bhavana Acharya, and N V Chandrachoodamani.

 

Vidya Bala, a chartered accountant (earlier Head – Mutual Fund Research, FundsIndia.com and Chief Research Analyst, The Hindu Business Line) has analysed stock markets and the economy for 20 years. Bhavana Acharya, a management graduate (earlier Deputy Head – Mutual Fund Research and Principal Research Analyst, The Hindu Business Line) has over 16 years of experience in mutual funds, stocks and personal finance products. NV Chandrachoodamani, a management graduate has over 18 years of experience in the stock markets, having worked with several PMS outfits. 

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The portfolios showcased in the video are dummy portfolios provided solely for illustrative and informational purposes. It is not a recommendation, investment advice, or advertisement, and should not be relied upon for making any investment decisions

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All your questions answered

Frequently asked questions

PrimeInvestor offers three portfolios at this time. Two are mutual fund based – Prime Index Advantage, an asset-allocated portfolio built using index funds only. The second is Prime Pure Equity, a full equity portfolio made up of both active and passive funds. The aim is to maximise the equity opportunity. The third portfolio is an all-weather Core & Satellite ETF Portfolio, that uses broad market-cap based indices for the core and thematic, factor and strategy indices as the satellite to drive returns.
At PrimeInvestor, the overarching philosophy is to deliver long-term returns balanced by risk. In other words, wealth is built by first reducing the risk of loss of wealth. Investment decisions in stocks are driven by fundamental strength in a company and its medium to long-term growth trajectory, but with valuations being a check to avoid taking on excessive growth risk. Mutual fund and ETF decisions are based on performance of the underlying portfolio or index, covering risks, volatility, portfolio quality and more. The aim is to capture upsides during rallies, but not at the cost of heavy drawdowns in corrections. The research methodology at PrimeInvestor opens up investment opportunities across the marketcap range.
A smallcase is a basket of stocks/ETFs* in a specified weighting scheme that reflects a certain objective (ideas, themes, strategies), backed by the research of the smallcase manager. You can invest in a smallcase in 2 clicks., *ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.
The smallcase manager decides who can invest in the smallcases created by them and can create two types of smallcases :, Exclusive smallcases : smallcases which require a subscription to the smallcase manager's Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form., Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.,
When you buy a smallcase, the index value is set to 100 on the buy day - this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.
There are no lock-in periods, so you may sell your smallcases anytime. As a concept however, smallcases work best when used for long-term investing.
More questions? Check out help section