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
Research led by
Partha Shah
Registration No.
INB010653732
PrimeIdea Ventures is a research-led firm and distributor of financial products. Investments are subject to market risks. Investors should verify registrations independently.
Why we were founded
Research, clarity, and access to products
Built for people who want to invest with understanding — research-led guidance plus access to mutual funds, PMS, AIF, SIF, and related solutions.
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 expert guidance, not a product pitch.
Research before products
Every conversation starts with your goals, cash flow, and current holdings. Suitability, overlap, and risk are reviewed first — then written next steps, not a sales script.
Vadodara base, global reach
The office is in Atladara, Vadodara. The same research-led process serves clients across Gujarat, India, and worldwide — in person at the office or on a video call.
Visible accountability
Registration details, Investor Charter, and grievance steps stay on the site. Market risks are stated clearly. Returns are never guaranteed.
Legacy, succession and estate planning is coordinated through qualified legal partners. Legal drafting and opinions stay with those professionals. Partner names and pricing are not listed here.
Research leadership
Partha Shah
Head of Research & Investment Strategy · SEBI RA INB010653732
Research and portfolio-review work at PrimeIdea is guided by Partha Shah from Vadodara. Investors should verify SEBI registration independently.
- SEBI Registered Research Analyst INB010653732
- Engineering graduate (BE) and Master’s in Finance (MS Finance)
- CFA Level 2 and RIA Level 1 & 2 examinations completed
- Research and distribution support across mutual funds, equity, fixed income, PMS, AIF, and SIF
Who we help
Built for real portfolios across Gujarat, India, and the world
The same research-led review applies whether you visit the Vadodara office or join from anywhere online — 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
INB010653732
- 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.
Ethics and compliance
How we stay accountable
Process, registration, and disclosures are meant to be readable — not hidden in a footer only.
Registered distributor
AMFI mutual fund / SIF distribution and PMS distribution credentials are published with validity dates.
Research-led guidance
Research and portfolio review help investors understand products before they invest.
Market risks apply
Investments in market-linked products are subject to market risks. Read all scheme-related documents carefully.
Disclosures on the site
Investor Charter, grievance process, and registration details live on Regulatory Disclosures.
Related pages
Process, review, registration, and disclosures 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.
Important disclaimer
Market risks apply
Investments in securities market are subject to market risks. PrimeIdea Ventures does not guarantee returns. Investors should verify registration independently and read all scheme-related documents carefully before investing.
Book Portfolio Review