About PrimeIdea Ventures
A Vadodara-based research-led wealth management and portfolio review firm — helping investors across Gujarat, India, and worldwide grow hard-earned money with full understanding and expert guidance.
US
Base Location
Vadodara
Reach
India & worldwide
Approach
Research-led
* PrimeIdea Ventures is a research-led firm and distributor of financial products. Investments are subject to market risks. Read all scheme-related documents carefully.
Why we were founded
Why the firm exists
Our approach combines research, education, and access to financial products — so investors can grow with confidence and understanding.
Why the firm exists
To cater to the in-person and specific needs of individuals who want to grow by investing their hard-earned money — with full understanding and experienced guidance.
Clarity before products
Investing should begin with awareness: goals, holdings, risk, and suitability — then access to the right solutions, not a sales script.
Vadodara base, global reach
Meet at the Atladara office or join by video from anywhere in Gujarat, India, or across the globe.
Understand, then access
We help you understand mutual funds, equity, fixed income, PMS, AIF, and SIF — and facilitate access through published distribution credentials.
Research leadership
Partha Shah
Head of Research & Investment Strategy
Engineering graduate (BE) with a Master’s in Finance (MS Finance). CFA Level 2 and RIA examinations completed. Leads research and portfolio-review work from Vadodara.
SEBI Registered Research Analyst · INH000017815. Full credentials are listed below and on Contact Us.
LinkedIn profileWho we help
Built for real portfolios — locally and across the globe
The same research-led review applies in the Vadodara office or on a video call — including NRIs investing in India from overseas.
Salaried professionals
Business owners
HNIs and families
NRIs worldwide
Retirees and pre-retirees
Doctors and IT professionals
What we do
We help you understand products — and access them
PrimeIdea Ventures is a distributor of financial products. Our role is to facilitate access and help investors understand features and risks before investing.
- Mutual Funds
- Portfolio Management Services (PMS)
- Alternative Investment Funds (AIF)
- Specialised Investment Funds (SIF)
- Direct Equity research support
- Fixed Income
Registrations & distribution
How PrimeIdea is registered
PrimeIdea Ventures operates as a research-led firm and distributor of financial products. Verify registrations independently on the official SEBI / AMFI records.
SEBI Registered Research Analyst
INH000017815
- Validity – Apr 05, 2024 - Jan 01, 2027
AMFI Registered Mutual Fund Distributor
ARN-109345
- Date of initial Registration: 15 Apr 2017
- Current validity: 11 Sep 2026 to 31 Dec 2029
AMFI Registered SIF Distributor
EUIN No. E655130
- Current Validity: 30 October 2025 to 31 Dec 2026
PMS Distribution
APRN No. APRN02764
- Current Validity: 19 Sep 2026 To 25 Dec 2029
- Authorised Partner Religare Broking : AP0130040153084
Disclaimer: Investments in Stocks, Mutual Funds, PMS, AIF, SIF and other market-linked products are subject to market risks. Please read all scheme-related documents carefully before investing. PrimeIdea Ventures does not guarantee returns.
Related pages
Process, review, and contact details that sit alongside this page.
About PrimeIdea — Frequently Asked Questions
Who we are, who leads research, and how to start a review.
What is PrimeIdea Ventures?
Who leads research at PrimeIdea?
Does PrimeIdea guarantee returns?
Where is PrimeIdea based?
How do I start with PrimeIdea?
What clients say about the process
Process-led feedback on portfolio review and planning conversations — not return promises.
The portfolio review mapped overlap across my SIPs before suggesting any change. Clear process, written next steps, and no pressure to buy a product.
Mr. Ravi Patel
IT Professional · Vadodara
They walked through allocation, cost, and tax impact on schemes I already held. I finally understood what each holding was meant to do in the book.
Ms. Priya Shah
Entrepreneur · Gujarat
Office and video reviews followed the same research checklist. Suitability came first — not a pitch list or a promise of performance.
Mr. Anand Desai
Senior Manager · Gujarat
Individual experiences vary. Investments in the securities market are subject to market risks. PrimeIdea Ventures does not guarantee returns.
Ready for the next step?
* Investments in market-linked products are subject to market risks. Please read all scheme-related documents carefully before investing. PrimeIdea Ventures does not guarantee returns.