PrimeIdea Ventures
    • About Us→Who we are and how we work with families
    • Leadership→Meet the people behind PrimeIdea
    • Entity Profile→Registrations and firm overview
    • SEBI Research Analyst→Research credentials and scope
    • Careers→Join the PrimeIdea team
    • Become a Partner→Collaborate with our network

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    Book a portfolio review and we will map the right path for your goals.

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    • Knowledge Centre→Guides, frameworks and investor education
    • Comparisons→Side-by-side product and strategy views
    • Research Reports→Published research and market notes
  • Research Process
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Research & Investing

  • Portfolio Review→Independent health check of your holdings
  • Mutual Fund Investment Support→Scheme selection, review and rebalancing
  • Direct Equity Research Support→Research-backed equity decisions
  • PMS, AIF and SIF Support→Evaluating managed and alternate strategies

Wealth Management

  • Private Wealth Management→Structured portfolios for large families
  • Family Wealth Office→Consolidated oversight across generations
  • Fixed Income Investments→Bonds, debt funds and stability allocation
  • NRI Investment Support→India investing from anywhere in the world

Planning & Protection

  • Retirement Planning→Corpus, allocation and withdrawal review
  • Legacy, Succession & Estate→Wills, nominations and smooth transfer
  • Insurance Planning→Right cover, without product push
  • Tax Planning Support→Efficiency across your investments

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Not sure which service fits you?

Begin with a portfolio review. We assess what you hold today and recommend the right path, research-first and product-neutral.

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Personal finance resources for informed financial decisions and a happier wallet.

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  • PRIME Prospective24
  • Insurance2
  • Finance Planning1
  • Legacy & Inheritance3
  • Retirement Planning3
  • Tax Planning1
  • Updates1

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PrimeIdea Ventures

PrimeIdea Ventures is a Vadodara-based research-led wealth management firm and distributor of financial products — mutual funds, PMS, AIF, SIF, and related investment solutions — serving investors across Gujarat, India, and worldwide.

  • +91 81410 27000
  • V3 Landmark, 306-307, Atladara, Vadodara, Gujarat 390012
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Planning

  • Financial Planning & Advisory
  • Research-Based Wealth Management
  • Retirement Planning
  • Legacy, Succession & Estate
  • Tax Planning & Savings
  • Insurance Planning

Investments

  • Mutual Fund Support
  • Fixed Income
  • PMS, AIF & SIF Support
  • NRI Investment Support
  • Private Wealth
  • Family Wealth Office

Explore

  • About Us
  • Entity Profile
  • Leadership
  • Portfolio Review
  • Book Portfolio Review
  • Wealth Tools
  • Knowledge Centre
  • Comparisons
  • Research Reports
  • Blogs
  • Become a Partner
  • Careers

Regulatory & Disclosures

  • Regulatory Disclosures
  • Investor Charter
  • AMFI Code of Conduct
  • Complaint Status
  • Disclaimer
  • Privacy Policy
  • Terms of Use
  • Risk Disclosure
  • Grievance
  • Contact

Registrations & distribution

Verify credentials independently on official SEBI / AMFI records.

SEBI Mutual Fund Filings↗SEBI Intermediaries Listing↗
  • 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.

Regulatory disclosures·Privacy Policy·Terms of Use

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