Purnartha's Portfolio Analysis Tools Provide Insights to Align Your Investments with Your Financial Aspirations.
Saurabh Pathak Head-Investment Counsellor
With multiple product offerings, it is of utmost importance to provide complete transparency to potential as well as existing clients. At Purnartha, we are fully transparent in our operations – be it fund handling and advisory.
Portfolio analysis is a comprehensive evaluation tool designed to help you assess your investment journey and ensure alignment with your financial goals. Whether you invest in mutual funds, equities, or other assets, it provides actionable insights for informed decision-making.
Professional portfolio management schemes designed to help you create a balanced, growth-oriented portfolio while meeting your unique investment objectives.
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.
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