Purnartha Investment Advisers Pvt Ltd

Purnartha Investment Advisers Pvt Ltd

AUM (Cr.)

1729.39

No. of Clients

1537

No. of Investment Approach

4

As On

31 January 2024

Purnartha’s primary focus is to demystify the world of equity investments and create an ecosystem backed by unmatched expertise and transparency that aims to help people prosper and grow. Founded in 2011 as an investment advisory firm and headquartered in Pune, Purnartha Investment Advisers Pvt Ltd is backed by a team of industry veterans and subject matter experts. Over the years, Purnartha has grown into a 10,000+ strong family, including domestic, NRI, and institutional investors across its equity-related product offerings. The company is functional across the country, with nine regional branches in six states. Purnartha offers a range of equity-related products, including investment advisory, portfolio management services, and alternative investment funds.

PMS Investment Approach(s) Returns
Investment Approach Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Pratham Strategy
MULTI CAP 38.03% 13.16% 13.13% NA 17 Sep, 2020
Vision Strategy
MULTI CAP 32.12% 11.60% NA NA 03 Mar, 2021
Dynamic Midcap Strategy
MID CAP NA NA NA NA 16 Feb, 2023

* Returns are as on 31 January 2024, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1


AIF Investment Approach(s) Returns
Investment Approach Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Purnartha AIF - Series 1
CAT III - LONG ONLY 29.57% 12.90% NA NA Jan 2022

* All performance above are as on 31st January 2024  * Above 1 year returns are in CAGR* 

Portfolio Manager Profile

Mr. Rahul Rathi

Mr. Rahul Rathi

Fund Manager

Mr. Rohit Jain

Mr. Rohit Jain

Fund Manager, PMS

AMC Registered Address

Rachna Bungalow Dr Kelkar Road,Off Karve Road Erandwane, Pune, Maharashtra, India - 411004
SEBI Reg No : INP000007021

AMC Investor Login Link

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AMC Website Link

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AMC Social Media

Disclaimer & Risk Factors:

We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.

All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.