SEBI RA
SEBI Registered Research Analyst
INB010653732
Validity – Apr 05, 2024 - Jan 01, 2027
Regulatory Disclosures
PrimeIdea Ventures is a Vadodara-based research-led wealth management and portfolio review firm serving investors across Gujarat and India. This page publishes SEBI RA details, Investor Charter, complaint status, grievance process, and SCORES access.
Approach
Research-led
Base Location
Vadodara
Reach
Gujarat & India
Investors should verify SEBI registration independently. Investments in securities market are subject to market risks. PrimeIdea Ventures does not guarantee returns.
Transparency & compliance
Registrations & distribution
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.
- Mutual Funds
- Portfolio Management Services (PMS)
- Alternative Investment Funds (AIF)
- Specialised Investment Funds (SIF)
- AMFI MF
AMFI Registered Mutual Fund Distributor
ARN-109345
Initial registration: 15 Apr 2017
Validity: 11 Sep 2026 to 31 Dec 2029
- AMFI SIF
AMFI Registered SIF Distributor
EUIN No. E655130
Validity: 30 October 2025 to 31 Dec 2026
- PMS
PMS Distribution
APRN No. APRN02764
Validity: 19 Sep 2026 To 25 Dec 2029
Authorised Partner Religare Broking : AP0130040153084
Investor rights & responsibilities
Investor Charter
How PrimeIdea works with investors: research-led review, fair dealing, clear risk communication, and a defined grievance path — without guaranteed returns.
Vision
To support investors with research-led, process-first portfolio review and analysis, with clear disclosures and no promise of returns.
Mission
To help investors understand suitability, risk, overlap, and asset allocation before making further investment decisions — through research guided by a SEBI Registered Research Analyst.
Business transacted
Research and portfolio-review support across mutual funds, equity, ETFs, fixed income, retirement, insurance planning context, and related wealth-management review.
Rights of investors
Fair dealing, clear communication of risks, access to grievance redressal, and independent verification of SEBI registration. Read all scheme-related documents carefully.
Expected timelines
Queries and complaints are acknowledged and reviewed as promptly as practicable. Complex matters may take longer where documents are required. Escalation to SEBI SCORES remains available.
Do
- Verify SEBI registration independently
- Share complete information for a fair review
- Treat research as process guidance, not a return promise
Don't
- Expect guaranteed, market-beating, or risk-free returns
- Treat website content as personalised investment advice
- Skip reading scheme-related documents before investing
Association of Mutual Funds in India
AMFI Code of Conduct
View or download the AMFI Code of Conduct for intermediaries engaged in selling and distribution of mutual fund units. This document sets out expected standards of integrity, fair dealing, and investor protection in mutual fund distribution.
Investor protection
Complaint status
Every written concern is logged, acknowledged, and reviewed against our research process and disclosures. The monthly register below is updated even when the count is zero. You can ask for the status of your own complaint at any time using the reference shared in our acknowledgement.
| Month | Complaints received | Complaints resolved | Complaints pending | Average resolution time | Remarks |
|---|---|---|---|---|---|
| September 2026 | 0 | 0 | 0 | — | No complaints received during the month. |
Logged on receipt
Complaints received by email, phone, or the contact form are recorded with the date, your details, and the nature of the concern.
Reviewed and closed
We review the matter, respond with a clear next step, and close the complaint once the response has been shared — or keep it pending if more information is needed.
Escalation remains open
If you are not satisfied with the outcome, you may use SEBI SCORES. The grievance steps below explain how to raise and follow a concern.
How to raise a concern
Grievance redressal
Use this process for service, disclosure, or research-process concerns. Legal succession work is partner-enabled and is not handled as independent legal practice by PrimeIdea.
01
Write to PrimeIdea
Email or call with your name, contact details, nature of concern, and any supporting documents.
02
Acknowledgement
We record the complaint and acknowledge receipt so you have a reference for follow-up.
03
Review & response
The concern is reviewed against our research process and disclosures. We aim to respond with a clear next step.
04
Escalate if unresolved
If you remain dissatisfied, you may use SEBI SCORES and other investor protection forums published by SEBI.
SEBI SCORES
SEBI Complaints Redress System (SCORES) lets investors lodge and track complaints against SEBI-registered intermediaries. Use it if a concern is not resolved through PrimeIdea’s process.
What we are — and are not
Role clarification
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.
Risk disclosure
Investments in Mutual Funds, PMS, AIF, SIF and other market-linked products are subject to market risks. Read all scheme-related documents carefully. Past performance may or may not be sustained in future. PrimeIdea Ventures does not guarantee returns.
Our role
PrimeIdea Ventures is a research-led firm and distributor of financial products (mutual funds, PMS, AIF, SIF and related solutions). Registration and validity details are published above and in the site footer.
Compliance contact
Reach PrimeIdea for disclosures and grievances
Vadodara office. Serving investors across Gujarat and India through office and online consultation.
- Use the contact form for written complaints and disclosure queries.
- +91 81410 27000
- V3 Landmark, 306-307, opp. Atladara Railway Crossing Road, Narayanwadi, Atladara, Vadodara, Gujarat 390012
Disclosures — Frequently Asked Questions
Registration, Investor Charter, complaints, and SEBI SCORES.
Where can I verify PrimeIdea’s SEBI registration?
Does PrimeIdea guarantee returns?
How do I raise a complaint or grievance?
Where is the Investor Charter?
How can I check the status of my complaint?
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.
View SEBI RA page