Mutual Funds & PMS Distribution Services, with a fresh perspective on financial planning.

PrimeIdea Ventures, financial advisory firm

Since 2008 we have pioneered the pillar of trust, transparency, and confidentiality. We design a curated plan that will give you the maximum benefits/returns from your current investment. Giving you the best possible way to grow your assets, we pledge our quality time for your better future and that is what PrimeIdea aim’s for. Our skilled and professional team thrives to generate the design which depends on the intensity of AI, algorithms, and machine learning to rate and curate select stocks for end users which helps to build a robust portfolio.

PrimeIdea makes sure that you make(assemble, gather, collect) each and every penny that is worth your future spendings. So, we are here to help you understand every road of investment and also offer a portfolio review, asset allocation including debt, equality, and mutual funds.PrimeIdea not only focuses on giving you fixed monetary advice but also makes sure that you receive an immense amount of savings, budget planning, and get timely insurance and tax strategies.

What We Do

We're Here to Grow your Finances

Mutual Funds

We provide all kinds of mutual funds scheme-related solutions offered by the best Asset management companies.

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Capital Market -Direct Equity & ETF

We help to invest capital market products of direct equity stocks, IPOs and Exchange Traded Funds (ETFs).

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Retirement Planning

PrimeIdea Management creates a retirement strategy that's tailored just for you.

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Saving & Investment Advisory

We assist you in managing your finances so that you may reach your savings and investment objectives.

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What We Do

What would you like to protect today

Motor Insurance

Health Insurance

Other Products

Our Process

Meet

In-person meeting, gives us the best way to understand your prior capital investment andthen plan a well-orgaised strategies to fulfill your aims and needs.

Plan

Your different needs and forward mindset is our ultimate goal. Keeping the scenario in mind, we prepare a directional scheme and cunning ploy to hit the target.

Execute

After we’ve chosen the best plan for you, Its’s time for implementation, but only if it goes according to you. You are free to tell any changes about the current portfolio. We plan, you choose.

Review

We upprise you of all our portfolio and assure of the positivity. A scheduled meeting can also be help at any point if you are not satishfied with the current return.

Juhi Shah

As a satisfied customer of Primeidea Venture, I want you to know how much I appreciate the attention - advice - quality of service you've provided, regarding in financial matter.I feel secure knowing that my hard-earned money is in the hands of professionals like you and the rest of your associates.Looking forward to many more years with you and Primeidea Venture !

Dilip Patel

Primeidea Ventures provides very extensive thorough reviews on technical charts on NSE & BSE stocks that helpful for investors to invest in a market with full of confidence. I always follow the charts and specific stocks movements tips from PrimeIdea with full of confidence.

Ayan Upadhyay

The best financial planners of Baroda. you get exposure in every asset class according to risk appetite.The risk approach designed them is excellent and dynamic.

Viral Desai

One must consult Mr. Partha for any investment advice and i can bet that you will not go somewhere else. It's combination of professionalism with quality and great value in return.

Jignesh Shah

Well researched, real time stock advice for short term as well as long term trading. Also helpful for making balanced investment portfolio of stocks & MF.

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SIP Calculator

This calculator helps you calculate the wealth gain and expected returns for your monthly SIP investment.

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Lumpsump Calculator

Calculate returns for your National Pension Scheme (NPS)

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We’re ready when you are

Talk to us to find out more about us and our approach to financial planning and investment management or take your first steps in working with us. Whatever stage of life you are at, we are here to answer your questions. We offer a free consultation to help you find out if we are the right fit for you.