PrimeInvestor offers two portfolios at this time. The first is thematic – Financial Disruptors, a portfolio that comprises stocks across the various segments in financial services that challenge the entrenched universal banks. This portfolio is a growth-oriented one that aims to latch on to new trends in the financial space. The basis of our thesis is explained in detail in this blog post. The second portfolio is an all-weather Core & Satellite ETF Portfolio, that uses broad market-cap based indices for the core and thematic, factor and strategy indices as the satellite to drive returns. This portfolio offers the twin benefits of low costs with market-beating returns. The portfolio structure is explained in detail in this blog post.

At PrimeInvestor, the overarching philosophy is to deliver long-term returns balanced by risk. In other words, wealth is built by first reducing the risk of loss of wealth. Investment decisions are driven by fundamental strength in a company and its medium to long-term growth trajectory, but with valuations being a check to avoid taking on excessive growth risk. The aim is to capture upsides during rallies, but not at the cost of heavy drawdowns in corrections. The research methodology at PrimeInvestor opens up investment opportunities across the marketcap curve and across sectors, with no specific biases. It blends a top-down approach to identify themes and sectors along with a bottom-up analysis.