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PRIMSetu

PRIM for distributors and advisers

PRIM gives you a regulated, fee-based way to manage clients' mutual fund portfolios. Whether it pays depends on your book, your costs and how you handle the segregation rule.
Run the economics calculator

How to approach it

  1. Size the book that could move

    Only clients with ₹25 lakh or more qualify. Estimate how many would want a managed portfolio over the next two years.

    Economics calculator

  2. Check whether you can register

    PRIM-only registration needs ₹2 crore net worth, a qualified Principal Officer, a Compliance Officer and one more employee.

    Readiness checklist

  3. Decide how to handle distribution

    PRIM clients and activity must be kept apart from distribution, except for accredited investors. Some firms will use a separate entity.

    The segregation rule

  4. Or partner instead of registering

    If registration does not pay for you, you can refer clients to a PRIM manager. Find registered managers near you in the directory.

    Open the directory

PRIMSetu is an independent information service. It is not affiliated with SEBI and does not provide investment advice or recommend any scheme or portfolio manager.