BONANZA WEALTH

Same Investment Higher Returns

Elevate your mutual fund portfolio management with Prima, a sophisticated fund of funds strategy. Invest 50L with a blend of mutual funds & direct stocks. Managed by expert mutual fund portfolio managers at India’s trusted wealth management company.

PRIMA

Imbued with
+30
Years of Experience

Catapulting
+589
Investment Experts

Same Investment Higher Returns

PRIMA MFPMS:
YOUR PARTNER IN DIVERSIFIED MF PORTFOLIOS

Elevate your mutual fund portfolio management with Prima, a sophisticated fund of funds strategy. Invest 50L with a blend of mutual funds & direct stocks. Managed by expert mutual fund portfolio managers at India’s trusted wealth management company.

Imbued with
+30
Years of Experience

Catapulting
+589
Investment Experts

Investors discussing diversified portfolios with an expert to maximize returns

Experience The Power of a Diversified Fund:
Stability Meets Growth

Ready to start your journey toward financial success? Experience and embrace Prima – your pathway to diversified portfolio management tailored to your risk profile and investment objectives, backed by experienced mutual fund portfolio managers.

Tailored Investment Strategies

Agile Asset Allocation

Focused & Active Management

⁠Access to Exclusive Opportunities

Exposure to Market Growth

Explore Bonanza MFPMS

Tired of Relying on Guesswork in MF Performance?

Eliminate uncertainty with Bonanza’s Mutual Fund PMS. Our certified portfolio managers use a dedicated fund of funds strategy, ensuring professional management of 50 lakhs in mutual funds and direct stocks, so you can capture risk-adjusted outcomes over time.

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Dynamic Approach

Prima Fund’s agile approach ensures swift, rule-based adaptation to market shifts. This allows us to seize growth opportunities while actively safeguarding against downturns, acting as a true diversified MF portfolio solution aligned to your goals.

customized

Customized Strategies

Tailored precisely to your risk tolerance and long-term goals, Prima offers personalized investment strategies designed to construct a powerful, diversified portfolio through risk-aware MF management.

Icon for expert-guided actions in MFPMS diversified portfolios using advanced research and algorithms for optimal performance

Guided Actions

Our strategy is driven by certified mutual fund portfolio managers who leverage advanced algorithms and extensive market research. This process ensures optimal selection and performance, reinforcing Prima’s position as a highly effective fund of funds solution.

Your Pathway to Financial Success

Step 1

Initial Consultation

Our certified mutual fund investment advisors will guide you through a thorough portfolio review and analysis to determine your risk profile and long-term financial objectives.

Step 2

Define Your Strategy

Select the optimal investment plan from our three distinct strategies, ranging from conservative to aggressive, aligned to your goals with structured portfolios for investors with ₹50L+.

Step 3

Activate Investment

With expert guidance and a meticulously crafted investment strategy in hand, you can seamlessly activate your journey of portfolio management service in India.

Choose the Strategy Aligned to Your Risk Profile

Visual representation of diversified portfolios for mutual funds through Bonanza Wealth

Conservative Strategy

The Conservative strategy is designed for investors prioritizing capital
preservation and lower volatility with steady long-term progress. It is a
professional portfolio management for investors with a relatively higher
allocation to debt and diversified mutual funds, complemented by limited
equity exposure.

Focus: Stability and Controlled Growth

Moderate Strategy

The Moderate strategy blends stocks and mutual funds in a balanced, research
-led allocation model. It aims to provide a harmonious mix of growth potential
and stability through diversified MF portfolios, making it suitable for
investors seeking consistent long-term outcomes without taking on excessive
market risk.

Focus: Balanced Growth with Allocation Risk Management

Aggressive Strategy

The Aggressive strategy is built for investors comfortable with a higher level of
market risk. It follows a relatively greater equity and selective stock allocation,
aiming for long-term growth potential through allocated exposure to
high-quality equity opportunities.

Focus: Long-Term Growth with Equity Exposure

Prima testimonial

Success Stories
from Our Investors

Prima testimonial

“Investing felt complex until I discovered PRIMA Fund. Their Moderate Strategy perfectly aligns with my goals, and the results have been impressive. With PRIMA, my portfolio is on the rise, and my confidence in my financial future has never been stronger.”

Himanshi Jain

Himanshi Jain

Sales Manager

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Frequently Asked Questions

Bonanza MFPMS (Mutual Fund Portfolio Management Services) is professionally managed by certified portfolio managers who combine active, strategic portfolio management services in India with a meticulously selected portfolio of direct mutual funds. Operating effectively as a fund of funds strategy, it ensures your portfolio is professionally governed for optimal performance and risk control.

Prima is a diversified investment strategy under the MFPMS framework. It combines high-quality mutual funds across categories with selective direct stock exposure. The approach is research-driven, with three variants- Conservative, Moderate, and Aggressive – designed as diversified MF portfolios to support different levels of growth and risk.

Prima is ideal for:

  • Investors who already hold a legacy mutual fund portfolio and want their holdings professionally organized, structured, and monitored by certified portfolio managers.
  • Individuals seeking professional, research-backed portfolio management from a trusted mutual fund investment company, instead of managing funds on their own
  • Investors who want mild to moderate exposure to growth assets, depending on their risk appetite and long-term goals.

Prima offers three diversified portfolio management approaches:

  • Conservative – For investors prioritizing capital preservation and stability with lower volatility
  • Moderate – For balanced growth with measured risk using diversified MF portfolios
  • Aggressive – For long-term investors comfortable with higher equity participation

Risk varies by strategy; each variant is constructed to suit the investor’s risk profile through risk-aware MF management:

  • Aggressive: Moderate to High
  • Moderate: Moderate
  • Conservative: Low to Moderate

The strategic inclusion of Debt Funds alongside active stock management is designed to buffer the portfolio against volatility, ensuring a highly diversified portfolio.

Prima is managed through Bonanza’s structured, research-led allocation framework. Our mutual fund investment advisors apply a disciplined evaluation process to select mutual funds and equities. We conduct periodic reviews to ensure the mutual fund portfolio remains aligned with the model allocation for the chosen variant. The approach is systematic and consistency-focused, without tactical market timing.

Yes. An investor can invest across more than one strategy (Prima, Prudentia, or Optima) under the mutual fund portfolio management framework based on their primary risk profile and financial goals, with guidance from our mutual fund investment advisors.

Yes. An investor invest across more than one strategy (Prima, Prudentia, or Optima) under the MFPMS framework based on their primary risk profile and financial goals.

Connect with Bonanza’s certified portfolio managers to complete a detailed risk assessment and goal profiling for managing ₹50L+ investments. Once the suitable strategy for your diversified portfolio management is determined, the necessary onboarding process begins.

Prima mutual fund portfolios undergo continuous, timely reviews to ensure alignment with the structured allocation model of each strategy. Frequency and adjustments are explained by our team based on your chosen strategy.

Investors receive access to Bonanza’s digital platforms for tracking their mutual fund portfolio, regular statements, and ongoing updates. We guide you on the best ways to monitor your diversified MF portfolios and stay informed.

Fees for the Prima portfolio management service in India is 1% per annum, charged quarterly on portfolio value. A detailed fee schedule for managing your stocks and mutual funds is provided during onboarding.

Portfolio management services in India are professional investment solutions where experienced fund managers manage your investments based on your financial goals, risk profile, and time horizon.
We offer PMS across major financial hubs and investor communities, including portfolio management services in Delhi, Mumbai, Ahmedabad, Hyderabad, Pune, and Chennai. Our approach is designed to deliver personalized investment strategies regardless of your location.

When selecting portfolio management services companies in India, investors should evaluate factors such as regulatory registration, transparency, performance consistency, and the ability to offer customized solutions.
It is also important to understand whether the provider offers specialized solutions like mutual fund portfolio management services or tailored discretionary and non-discretionary portfolios.

Ready to Elevate
Your Investment Game?

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PRIMA Fund is Bonanza’s premium investment service that combines direct mutual funds and stocks into a single, robust portfolio.

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Contact Details

+91-7710885142
pmscustomercare@bonanzaonline.com

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