Explore Investment Strategies That Turn Your Financial Goals Into Achievements
Designed for investors seeking focused growth, Purnartha Pratham invests in 10-15 carefully selected stocks. With over 10% allocation to at least two companies, it emphasises a highly concentrated approach backed by our three-driver philosophy.
Ideal for investors seeking midcap opportunities, this portfolio invests in 18-25 stocks with a 3-8% initial allocation per stock. It focuses on sector-agnostic, financially strong businesses, guided by disciplined research and valuation frameworks.
Perfect for investors preferring diversification, Purnartha Vision invests in 18-25 stocks with a maximum of 10% allocation per company. This balanced portfolio focuses on sector-agnostic offering carefully selected investments backed by disciplined research.
Designed for investors seeking diversification, this multi-asset portfolio combines equity, debt, and commodities. With a focus on optimised returns and reduced volatility, it blends direct equity and mutual fund investments guided by robust research methodologies.
PMS Fee Calculator highlights various fee options available such with multiyear fee calculation.
Kindly go through the disclosure document for further details
Connect with us to get expert answers to your investment queries or a professional review of your current portfolio.
Registered Office Address: Purnartha Investment Advisers Pvt. Ltd., 32/33 Rachna Bungalow, Dr. Ketkar Road, Off Karve Road, Erandwane, Pune - 411 004. Registered Name: Purnartha Investment Advisers Private Limited. CIN: U72200PN2011PTC138994. Type of registration: Non-Individual Investment Advisor. Registration No: INA000000672. Validity: Dec 26, 2013- Perpetual. Principal Officer: Devendra Phadke. BSE Enlistment No. 1682. Telephone (Principal Officer): 020 6901 7100. Type of registration: Portfolio Manager. Registration No: INP000007021. Validity: Jul 23, 2020- Perpetual. Principal Officer: Rahul Rathi. Contact us: servicedesk@purnartha.com. Compliance Officer: Ms. Chandani Saruparia. Compliance Contact: compliance@purnartha.com / +91 20 6901 7100.
Disclaimer: Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BSE Ltd and certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.
2025 © - All Rights Reserved.
Forgot your password? No worry! Your password will be sent to your registered Email Id.