About Us
Founded in 2004, PrimeStar began with a passion to invest and grow money in the most prudent and cautious way. We are proud to specialize in all the TOP 10 Investment Products in India, but we invest in only the ones suitable for your needs. The investment world is getting more complex every day and we are exclusively here to simplify it for you. Our strategy is not to invest your money in any sky-high return product, but we focus on hand holding you and assisting you to make an informed financial decision. The decision is always yours. Having worked through different market cycles of crash and boom, we know that Investments is not just about profits, but capital preservation and growth that will make your money work as hard as you!
Investing is a marathon, not a sprint!
Why Us ?
At PrimeStar Investments, our passion to help you with your Investments and make it grow, is both a challenge and satisfaction. Our team challenges itself daily to offer you better investment products or faster service levels. We are not the kind of team to take NO for answer or follow trends blindly. The PrimeStar team is constantly upskilling itself both personally and intellectually to ensure we are at peak performance.
Some other things that you should know about doing business with us are –
- You are a Priority – Your Portfolio is personally monitored by Jainy Shah (founder) and the Head of Research, both qualified Financial Planners. We do not delegate this important task to juniors or less experienced professionals in the company, as is the practice of the industry. If you have trusted us with your Investments (no matter what amount), we make sure we dedicate the best talent to you.
- Your portfolio needs Mindfulness – Due to the personal attention given to each Investment portfolio, we onboard only 6 clients per year. This ensures we give full justice to understanding you and your Investment needs. Again, this is an Industry first practice!
- Average Client Relationship is 11.5 years! Our clients have stuck to us since they started their investment journey with us and hence the average relationship is 11.5 years! At PrimeStar your portfolio is monitored personally by Jainy, so there is a consistency that comes with the style and investments. This has led to great success and client satisfaction.
- Robust Research Process – From 39 AMCs, 800 schemes and 35 Categories it is a herculean task to give you the most suitable one. For this we have a robust Research process where all 800 schemes are checked on their technical parameters and then we meet with each Mutual Fund to know the insights. Our research process, as per the feedback given by the Mutual Funds, is so exhaustive that the AMC would itself like to use our processes.
Jainy lives by this principle, be it her
professional life or personal. Born to a
Gujarati stockbroking family teaches you
powerful money lessons unlike any
school. She started working in 2004 and
looked after the treasury of her
family. By investing her own money, she
played a dual role – an investment
manager and her own client. This set
her apart. While onboarding clients
and with Assets Under Management
growing, Jainy achieved many
accolades.
Milind Palav has over 14 years of
experience in the admin department.
He efficiently handles documentation and
clerical work, along with managing
accounts, tax, and files. He is the most
trustworthy and senior person, and
his expertise ensures smooth
administrative operations.
Richa Soni brings over 6 years of
dedicated experience in financial analysis
and client management. With
qualifications including CFA Level
1, CFPCM, Richa possesses a keen
proficiency in Excel and a sharp
analytical acumen. Known for her
meticulous approach
to investment analysis, Richa is
deeply engaged in understanding and
navigating complexities of
financial markets. She is committed to
staying abreast of the latest trends and
developments, ensuring that clients
receive informed insights, personalized
views and educate them to take a better
financial decision.
Radha Garate boasts 12 years of expertise
in the operations department of the
mutual fund industry. Throughout her
career, she has consistently provided
efficient client service, handling all
requests and queries with exceptional
calmness. Her dedication ensures
excellent client satisfaction, making
her a valuable asset in her field. Her
extensive experience and client-focused
approach highlight her as a standout
professional in the mutual fund industry.