PrimeInvestor Financial Research Private Limited — PMS strategies

PrimeInvestor Financial Research Private Limited is a SEBI-registered portfolio manager running 7 strategies in our tracker, holding ₹174 Cr in aggregate AUM across the 6 that publish a figure. Every one of them is listed below with its 3-year annualised return, as on 30 Sep 2026. Figures come from the monthly APMI disclosures every registered manager is required to file — not from the manager's own marketing.

All 7 strategies from PrimeInvestor Financial Research Private Limited

• Prime Velocity₹76 CrAUM—3Y
• Prime SynergyHybrid₹42 CrAUM—3Y
• Prime Vision GrowthHybrid₹23 CrAUM—3Y
• Prime Vision UltraHybrid₹19 CrAUM—3Y
• Prime Vision Max₹10 CrAUM—3Y
• Prime Vision BalancedHybrid₹3 CrAUM—3Y
• Prime LiquidHybrid—AUM—3Y

Returns are Time-Weighted Rate of Return at the strategy level, annualised beyond 1 year, as on 30 Sep 2026. Alpha is return minus S&P BSE 500 TRI for the same window (shown where a like-for-like benchmark exists). Figures are sourced from disclosures and are not verified by SEBI. Past performance is not indicative of future returns. Minimum investment ₹50 lakh (SEBI mandate). This is not investment advice.