5 Step Sign Up to Investment Advisory Plans

Wealth Building Made Easy

Signing Up Purnartha Investment Advisory is Easy.

Purnartha equity investment advisory services can be availed via our subscription plans.

STEP 1 : SIGN UP AND SUBMIT YOUR INVESTMENT DETAILS

Simply fill up the contact form below. Alternatively just give us call on 1 800 102 6975 (Toll Free). This is where your Investment objectives are defined. Risk profiling and KYC documentation is done. Our relationship manager setups a call or an face to face appointment. She understands your requirements and portfolio to come up with best inputs from our research team to help you build wealth and reach your aspirations.

STEP 2: NEW OR RESTRUCTING OF YOUR INVESTMENT PORTFOLIO

Our research team restructures your existing portfolio or builds a new portfolio. We give Equity Portfolio recommendations based on client risk profile and market conditions. The rationale & philosophy behind the asset allocation & stock selection is explained to client. Client can now choose to execute the suggestions.

STEP 3: CLIENT EXECUTES RESTRUCTING ON HIS OWN

Clients execute orders in their own demat accounts through their preferred broker. Client shares execution details with Purnartha. Purnartha team updates “Online Performance Tracking Platform”

STEP 4: CONTINOUS MONITORING FROM PURNARTHA AND PERIODIC REVIEWS

Purnartha team now keeps a keen and attentive eye on your portfolio. We conduct periodic Portfolio Performance Review meetings. Daily portfolio summary e-mails. Daily morning heads-up (market outlook, global market summary, news impact). You can also track your own portfolio transparently on our online portfolio tracking platform by logging in to your vault!

STEP 5: PORTFOLIO MONITORING AND REBALANCING

Purnartha research team and expert analysts provide you inputs on your portfolio if need be. Purnartha team provides timely recommends to BUY, HOLD SELL based on research input. Our Relationship Manager stays in touch with clients through phone / e-mail.

NOTE:

  1. Your money is safe in your OWN hands.
  2. We do not take up your money.
  3. Purnartha has no control on your demat/trading account.
  4. Your details are secure with us. We do not share the information or spam you with messages

Welcome! Purnartha your wealth creation partner and equity investment advisory service provides you the best equity advice to generate wealth in the markets. Our relationship managers are backed by indepth investment research capabilties, a team of experts working over the clock, market analysts, sectoral advisors, industry experts with strong understanding of the best in industries and technology.

We help you generate wealth through long term investments in Purnartha Universe stocks.

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About Purnartha

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Your Trusted Partner In Wealth Creation

CONTACT

1 800 102 6975 (Toll Free) | +91 20 4850 8216

Working Hours: 09:30AM – 18:30PM Working Days: Mon – Sat

EMAIL: support@purnartha.com

CIN No.: U 72200 PN 2011 PTC 138994

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