How to use PrimeInvestor

What are you looking to do?

If you're looking to make fresh investments

Invest in MFs

Pick from a curated list of the best mutual funds in equity, debt, or hybrid. Or use our "Build Your Own Portfolio" tool to create a fresh new portfolio.

Invest in stocks

Find stocks across sectors and market caps that are great fits for long-term stock portfolios. Featuring different styles & risk levels to cater to any investor.

Invest in Deposits

Fixed deposits from banks, small finance banks, NBFCs & govt schemes that balance yields & risks. For the long-term and income-seeking investor.

Recommendations, tools & articles on funds, stocks, ETFs & more!

Try it for free for 14 days. No credit card required.

If you have an existing portfolio

Review your current funds

Know what needs to change in your current, MF portfolio. Reshape your portfolio to make it better and enhance returns!

Gauge the market mood

Use our Nifty VMI tool to time your equity investments to maximise returns and lower your probability of losses.

Check overlap & more!

Check the overlap between funds you hold or want to invest in. Streamline your portfolio and reduce duplication.

Screen stocks & MFs

Take matters into your own hands. Screen stocks & funds yourself using Prime Stock Screener and Prime Mutual Fund Screener.

If you're looking for insurance policies

Health Insurance Recommendations

Basic policies, Super top-up policies and Senior Policies. Unbiased recommendations, based on insurer strength, coverage, premiums & more.

Term Insurance Recommendations

Recommended shortlist of insurers based on insurer size & strength. Pick your insurer based on key parameters most important to you.

Making the most out of your subscription

Explore PrimeInvestor

Tools and products that provide great value-for-money for all investors – newbies, informed, and experts!

Some frequently asked questions

Will you manage my money for me?

We do not manage your money. We help you take control of your finances instead of letting it be managed by somebody else. This way, you can save costs (for example, with direct plans of MFs), take onus for your decisions, know where your investments are and how they are faring at all times. Your investments will be guided by what’s in your best interest through our independent research rather than by vested interests of others.

How will I receive your recommendations and alerts?

We send alerts on new investment recommendation and alerts via email, which is our primary mode of communication. You can also join our telegram group to get instant alerts on your phone. You can follow us on social media (Twitter, LinkedIn or Facebook) to stay updated with our latest news and insights.

Can I invest money through PrimeInvestor?

We are not a transaction platform. We only provide investment recommendations (apart from tools and research content) to you. You are free to execute your investments through any platform of your choice. There are several established platforms out there that will do a good job for you.

Our focus is only to provide you with good research and recommendations – which transaction platforms do not do.

How can I reach you if I have any queries?

If you have any queries, you can reach out to us here. Our response time is within 24-48 working hours.

Will you review my portfolio?

We are not financial planners and do not provide financial planning for individual portfolios. You can use our MF review tool to check how your funds are doing and write to us if you have queries on our recommendations.

Our recommendations, tools, updates, and regular reviews will make sure you know where to invest, what to exit and when it is a good time to act on key events. You can thus manage your own portfolio with ease.

Will I have a relationship manager?

We do not provide any relationship managers to guide you through your individual portfolios or offer one-on-one discussions with you about your investments.

Our platform is designed to help you manage your investments yourself. Our product suite caters to every investor – whether a learner, novice or experienced. Our various tools & recommendations will give you readymade portfolios, help you build your own, and give you clear calls across stocks, MFs, ETFs, bonds, deposits & insurance.

You can write to us with specific questions on our recommendations and we will be happy to respond to them.

How is PrimeInvestor different from platforms such as Zerodha Coin, FundsIndia, Kuvera or Scripbox or ET Money?

PrimeInvestor is not a transaction platform. We are not distributors of any products earning commissions. We do not charge brokerage on any transactions.

We are a research platform exclusively providing independent recommendations across stocks, mutual funds, ETFs, bonds, deposits, government savings schemes, term insurance, health insurance & more.

Why do I need to pay for recommendations when I can get them for free in the media?

PrimeInvestor is not a newsletter or publication. We are a research platform regulated by SEBI, and hold a ‘Research Analyst’ certification.

Publications, newspapers, personal finance blogs do not come under SEBI’s regulatory ambit.

We do not simply write about good products or just provide views and move to the next topic. We build investment solutions. We track these recommendations, review and provide regular updates. Media publications don’t offer any of this and take limited responsibility for their recommendations. We alert you on market opportunities and warn you away from bad products.

We do not carry any product advertisements. We don’t get incentives in any form or commissions.

Join other like-minded investors

The PrimeInvestor Community is the place to discuss everything to do with money and investing. This community of PrimeInvestors is a vibrant group of fellow investors, where we all share our experiences, successes, strategies (and yes, mistakes!) and learn from one another. At PrimeInvestor, we are committed to arming you with information and insights so you can make the best money decisions for yourself. This Community is an extension of that commitment.