This page summarises privacy practices for visitors and clients. It is not legal advice. For registration, grievance, and risk disclosures, see Regulatory Disclosures.

Who we are

PrimeIdea Ventures is a Vadodara-based research-led wealth management and portfolio review firm serving investors across Gujarat and India, with a research process guided by Partha Shah, SEBI Registered Research Analyst INH000017815.

Information we collect

We may collect details you submit through contact forms, portfolio review bookings, WhatsApp or phone enquiries, career applications, and related channels — such as name, contact details, city, goals, and documents you choose to share for a review.

How we use information

Information is used to respond to enquiries, schedule consultations, deliver research-led portfolio reviews where requested, improve website experience, and meet legal or regulatory obligations. We do not sell personal information.

Sharing

We may share information with service providers who help us operate forms, email, hosting, or analytics, and with partner professionals only when you request partner-enabled coordination (for example succession support). Legal drafting and opinions remain with qualified professionals.

Retention & security

We retain information only as long as needed for the purpose collected or as required by law. Reasonable technical and organisational measures are used to protect data; no method of transmission is fully secure.

Your choices

You may ask for access, correction, or deletion of personal information we hold about you, subject to legal retention needs. Contact us through the website contact form or phone listed on Regulatory Disclosures.

Important disclaimer

Market risks apply

INH000017815

Investments in securities market are subject to market risks. PrimeIdea Ventures does not guarantee returns. Investors should verify SEBI registration independently and read all scheme-related documents carefully before investing.

View Regulatory Disclosures