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PRIMSetu

Is PRIM right for you?

If you have ₹25 lakh or more in mutual funds and want someone accountable to choose, allocate and rebalance for you, PRIM is a new option from 1 April 2027.
Compare your options

How to approach it

  1. Understand what you would be buying

    A portfolio of direct-plan mutual funds, managed as one by a SEBI-registered portfolio manager, from ₹25 lakh.

    PRIM explained

  2. Compare it with what you have today

    Distributors are paid by fund houses; advisers and PRIM managers are paid by you. Think about how much you want to decide yourself.

    Side-by-side comparison

  3. Work out the full cost

    Add the PRIM fee (up to 1% a year, plus any performance fee) to the expense ratios of the direct plans. Ask about tax on switching from regular plans.

  4. Check the manager

    Confirm SEBI registration, read the disclosure document and agreement, and ask how they rebalance and report.

    Registered managers near you

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.