Purnartha Pratham Strategy
A concentrated portfolio of 10–15 high-conviction stocks, selected using our proprietary three-driver philosophy.
Purnartha Vision Strategy
A diverse portfolio of 15–18 high-conviction stocks with strong fundamentals and growth potential.
Purnartha Dynamic Midcap Strategy
A midcap-focused portfolio built on the GSM Framework, targeting resilient companies with growth potential.
Purnartha ONE Strategy
A multi-asset strategy leveraging proprietary frameworks to optimize returns with reduced volatility.
Rahul Rathi is the chairman and fund manager of Purnartha Investment Advisers Private Limited. With over 20 years of investment and risk management experience from global financial hubs like New York, London, and Asia, Rahul brings unparalleled expertise to the table.
Rahul Rathi
Chairman & Principal Officer - PMS
Investment Advisory Strategies
Unlock strategic wealth creation through expert-curated multi-cap portfolios. Targeting high-growth Indian companies with disciplined sector diversification and rigorous corporate governance checks.
Professional investment advisory leveraging data-driven insights. Systematic portfolio management focusing on emerging Indian companies with robust growth potential and market positioning.
Devendra Phadke is a distinguished Chartered Accountant with over two decades of unparalleled experience in equity research. His extensive career, marked by more than ten years of buy-side equity research, has taken him across a diverse range of markets, including India, China, Brazil, the United States, and Europe.
Devendra Phadke
Director & Principal Officer - Advisory
Why Purnartha?
₹2,200 Cr+
AUM in PMS
₹10,000 Cr+
Asset under Advice
18,700+
Customers Served
40+
Countries Served
Why Portfolio Management Services?
Portfolio Customization
A concentrated portfolio of 10–15 high-conviction stocks, selected using our proprietary three-driver philosophy.
Expert Management
Portfolio Management Services have professional portfolio managers and research teams that have deep understanding of markets.
Direct ownership
With Portfolio Management Services, investors have direct ownership of securities in their Demat account, providing transparency.
Our Research Process
Identifying the winning business model
Assessing valuation and margin of safety
Analyzing growth trajectories
Conducting thorough channel checks
Portfolio Management Services (PMS)
Portfolio Management Services (PMS) give you direct ownership of your investments, guided by professional expertise and a clear strategy designed for your objectives. Every portfolio is tailored to your goals, risk appetite, and time horizon. This helps you stay in control while your manager focuses on disciplined execution. It’s transparent, personalized, and built for long-term compounding, not quick wins.
Who PMS Is For?
- High-net-worth investors and family offices.
- Founders and CXOs with limited time but high standards.
- Investors who want direct ownership, clear reporting, and risk control.
Media Presence
“
WHAT IS GOOD FOR MY FAMILY AND ME IS WHAT WE RECOMMEND TO OUR CLIENTS, TRUE TO THE PHILOSOPHY OF
'VASUDHAIVA KUTUMBAKAM'.
- Rahul Rathi
Frequently Asked Questions (FAQs)
Portfolio Management Services (PMS) is a service where skilled portfolio managers and financial market Subject Matter Experts (SME) help you manage your portfolio. The objective of PMS is to maximize returns while minimizing risk.
The minimum investment amount for PMS is ₹50 Lakhs. You must maintain this minimum balance.
PMS fees may be fixed, performance-based, or a combination of both, depending on the provider.
Yes, full withdrawal is allowed. Partial withdrawal requires maintaining ₹50 Lakhs minimum.
- Resident Indians
- Non-Resident Indians (NRI)
- Hindu Undivided Families (HUF)
- Corporate entities
Yes, SIP is allowed after an initial investment of ₹50 Lakhs.
