Purnartha Investment Advisers, a leading investment advisory and portfolio management firm, has achieved a significant milestone by surpassing Rs 2,000 crore in assets under management (AUM) for its portfolio management services (PMS). This achievement comes in just under two years since the firm crossed the Rs 1,000 crore mark in September 2022.

Founded in 2011, Purnartha has established itself as a partner for investors seeking long-term wealth creation. Their philosophy of "research-driven investing" and a focus on diverse asset classes have resonated with clients, leading to this growth trajectory.

Purnartha's success can be attributed to its team of industry veterans and subject matter experts. It is led by chairman Mr. Rahul Rathi, a seasoned investment professional with over 15 years of experience.

"Surpassing the Rs 2,000 crore AUM mark underscores our unwavering commitment to excellence and the confidence our esteemed clients place in us," said Hemant Vispute, Managing Director of Purnartha Investment Advisers in a statement. "Despite the challenges of evolving market dynamics, Purnartha remains steadfast in its mission to deliver superior investment solutions and expand our footprint across India."

Purnartha offers a range of investment strategies catering to different risk appetites and financial goals. Some of their popular PMS approaches are Purnartha Vision Strategy, Purnartha Pratham Strategy, Purnartha Dynamic Midcap Strategy, and Purnartha One.

Purnartha Investment Advisers Pvt Ltd also offers an Alternative Investment Fund (AIF) Category III under the name – Purnartha AIF Series 1.