• Base Location

    Vadodara

  • Research led by

    Partha Shah

  • Registration No.

    INB010653732

Investors should verify SEBI registration independently. Investments in the securities market are subject to market risks. PrimeIdea does not guarantee returns.

Senior profile

Named leadership we can verify today

Partha Shah SEBI Registered Research Analyst PrimeIdea Ventures

Head of Research

Partha Shah

SEBI Registered Research Analyst

Head of Research & Investment Strategy · INB010653732

Partha Shah leads PrimeIdea’s research process from Vadodara. The firm serves investors across Gujarat and India through office and video consultation. Investors should verify SEBI registration independently.

Credentials

  • SEBI Registered Research Analyst INB010653732
  • Engineering graduate (BE) and Master’s in Finance (MS Finance)
  • CFA Level 2 examination completed
  • RIA Level 1 & 2 examinations completed (not SEBI RIA registration)

Focus

  • Research-led portfolio review
  • Suitability, overlap, and asset allocation
  • Mutual fund and equity research support
  • Private wealth and family book structure

Completing RIA examinations is not the same as SEBI Registered Investment Adviser registration. PrimeIdea does not guarantee returns.

LinkedInVerify SEBI RA

Research team

Named profiles only when photos and credentials are verified

Educational and research output is written by the PrimeIdea Research Team and reviewed by Partha Shah. Additional senior names, photos, and LinkedIn links will be published here when PrimeIdea supplies them — placeholder team photos are not used.

  • Research

    Maps holdings, overlap, and risk, and writes the review. Every note is reviewed by Partha Shah.

  • Relationship

    Schedules the Vadodara office visit or video call and collects goals before the research discussion.

  • Operations

    Keeps documents, meeting notes, and the follow-up on the written next steps.

  • Compliance

    Keeps disclosures, the complaint register, and registration wording accurate. This is not legal practice.

  • NISM

    People in regulated roles are expected to hold the relevant NISM certification. A certificate number is shown only after PrimeIdea verifies it.

  • Named profiles

    A personal photo, LinkedIn link, and credentials are published only when PrimeIdea supplies them. Placeholder portraits are not used.

  • Reviewed by

    Partha Shah, SEBI RA INB010653732

  • Based in

    Vadodara office, serving Gujarat and India

  • How the team works

    Process-first review. No guaranteed-return claims.

Next step

Start with a structured portfolio review

Understand risks, overlaps, allocation, and next steps before investing further.

Book Portfolio Review

Related pages

About PrimeIdea

Why the firm exists and how it stays accountable.

SEBI RA credentials

How to verify registration number INB010653732.

Research Process

The five-step method the research desk uses.

Careers

Join the Vadodara research-led team when roles are open.

Leadership — Frequently Asked Questions

Who leads research, how to verify registration, and how named profiles are published.

  • Who leads research at PrimeIdea Ventures?

  • Where is the leadership based?

  • Why are other team members not named on this page?

  • Does leadership guarantee investment 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.

Book Portfolio Review