Invest Smarter with Prime Portfolios — Powered by Defensive Investments

What are Prime Portfolios?

Prime Portfolios, also known as Small Cases, are professionally curated baskets of stocks designed around specific investment themes or strategies, such as “Value and Momentum Model,” “Listed Venture Capital Theme,” and “Alpha Masters.”

These portfolios are a premium offering, created by reputed research firms and managed by SEBI-registered investment advisors. Each portfolio typically contains 15 to 20 carefully selected stocks, backed by thorough research and regularly rebalanced to stay aligned with market conditions and the underlying theme.

Key Advantages of Prime Portfolios

✅ Thematic Investing: Align your portfolio with megatrends like Digital India, ESG, or Rural Growth.

✅ Transparency: Full visibility into the stocks you own — no hidden instruments.

✅ Ease of Execution: Invest in a ready-made portfolio with a single click — via SIP or lump sum.

✅ Active Management: Get timely rebalancing alerts from the research team when adjustments are needed.

✅ Expert Research: Curated by SEBI-registered professionals with a long-term focus.

✅ No Lock-in: Exit anytime, just like selling individual stocks.

Risk-Reward Profile

📉 Risk: High. As direct equity investments, Prime Portfolios are exposed to market volatility. Sectoral or thematic portfolios may carry concentration risk if the theme underperforms.

📈 Reward: Potentially High. When held with discipline, these portfolios can outperform benchmark indices over the long term, especially when the theme or strategy plays out well.

Who Should Consider Prime Portfolios?

• Investors looking to invest beyond traditional mutual funds

• Those seeking professional stock selection without doing it themselves

• Long-term investors looking for thematic or strategy-based diversification

• Individuals aiming for higher returns with informed risk

• High Net-worth Individuals (HNIs) seeking curated equity exposure

Why Choose Defensive Investments?

With a wide range of Prime Portfolios available, selecting the right one can be overwhelming. At Defensive Investments, we act as your trusted partner. Our role is to:

• Understand your financial goals and risk appetite

• Evaluate available portfolios across themes and strategies

• Recommend only those portfolios that align with your profile

• Provide ongoing guidance and support for your long-term wealth creation

We ensure that your investment journey is informed, diversified, and designed for sustainable wealth creation.

How to Get Started?

📞 Call Defensive Investments at 9890151134

• Open a Demat account with IIFL through Defensive Investments (No account opening charges. Annual maintenance starts from the second year at approx. ₹250/year.)

• We will help you identify and invest in the Prime Portfolio that best suits your financial goals, risk tolerance, and return expectations.

• Minimum investment starts at ₹70,000.

Ready to take your equity investing to the next level? Let Defensive Investments help you invest smarter.

📞 Call us today: 9890151134