Introduction
Welcome to Prime Financials — your wealth intelligence platform for tracking, planning, and growing your investments across Mutual Funds, NPS, Insurance, and Fixed Deposits.
This documentation covers everything you need to use the platform: importing your existing investments, tracking your portfolio, using the built-in calculators, reading our advisory research, and getting help from PrimoAI, your AI investment assistant.
New here? Start with Quick Start to get oriented in under 5 minutes, or jump straight to Get Your CAS / NSDL Statement if you're ready to import your existing holdings.
Who this is for
Prime Financials is built for Indian investors who want institutional-quality advice without giving up visibility into their own money. Whether you're just starting out or already invested across multiple funds, brokers, and RTAs, the platform brings everything into one place.
What you can do here
- Import your portfolio — upload a CAS or NSDL/CDSL statement and let PrimoAI extract your holdings automatically.
- Track everything in one view — mutual funds, stocks, FDs, and insurance, alongside your financial goals.
- Plan with calculators — SIP, tax, NPS, insurance adequacy, cashflow, and risk assessment tools.
- Research before you invest — curated mutual fund and stock research, sector tracking, and model portfolios.
- Ask PrimoAI — a conversational assistant that understands your actual portfolio and goals.
Not sure where to begin? Every section in the sidebar on the left covers one part of the platform — pick the one closest to what you're trying to do.