Upload your holdings or book an office or video review. PrimeIdea Ventures is a Vadodara-based research-led wealth management firm serving investors across Gujarat and India, with a research process guided by Partha Shah, SEBI Registered Research Analyst INH000017815. No product pushing. No guaranteed returns.
Base Location
Vadodara
Registration No.
INH000017815
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A portfolio review is a structured analysis of current holdings. Investments in securities market are subject to market risks. PrimeIdea Ventures does not guarantee returns and does not present itself as a SEBI Registered Investment Adviser unless separately registered.
Portfolio review services
PrimeIdea Ventures is a Vadodara-based research-led wealth management and portfolio review firm serving investors across Gujarat and India. Reviews are guided by Partha Shah, SEBI Registered Research Analyst INH000017815.
Meet at the Vadodara office or continue on a video call. The work is the same: suitability, overlap, allocation, and next steps — not a product push, and not a return promise.
Partha Shah
SEBI RA · INH000017815
Research-led review from Vadodara, including office and online consultation.
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Several schemes doing similar work, with no clear allocation picture.
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Holdings across products that have never been reviewed as one book.
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Accounts in more than one name that need a single, research-led view.
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India investments reviewed from anywhere, with a Vadodara research desk behind the process.
What the review covers
The review is analysis and a written next-step view. It is not SEBI Registered Investment Adviser advice unless PrimeIdea is separately registered.
How the book is split across asset class, sector, and market-cap — and where it clusters.
Fund and holding overlap, plus whether insurance, cash, and debt sit in the right place.
Consistency, drawdown behaviour, and whether the path matches how you live with volatility.
Tax, cost, liquidity, and goals checked so a change is usable — not only correct on paper.
Share your book
Send a CAS or holdings snapshot and your main concern. Used only to prepare the review — not to push products.
Share holdings
CAS, broker list, or a simple snapshot.
Tell us the concern
Overlap, allocation, tax, or family structure.
We prepare the review
Office in Vadodara or a video call — same process.
Helpful to include
V3 Landmark, 306-307, Atladara, Vadodara, Gujarat 390012
Review request
Start the review
How the process works, who leads the research, and how PrimeIdea is registered.
What a review includes, how to share holdings, and how PrimeIdea is registered.
Important disclaimer
Market risks apply
INH000017815
Investments in securities market are subject to market risks. PrimeIdea Ventures does not guarantee returns. Partha Shah is a SEBI Registered Research Analyst (INH000017815). PrimeIdea does not act as a SEBI Registered Investment Adviser unless separately registered. Investors should verify registration independently and read all scheme-related documents carefully before investing.
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