| Sr No. | Received from | Pending at the end of last month | Received | Resolved* | Total Pending# | Pending complaints > 3months | Average Resolution time^ (in days) |
|---|---|---|---|---|---|---|---|
| 1 | Directly from Investors | 0 | 0 | 0 | 0 | 0 | NA |
| 2 | SEBI (SCORES) | 0 | 3 | 0 | 3 | 0 | NA |
| 3 | Other Sources (if any) | 0 | 0 | 0 | 0 | 0 | NA |
| Grand Total | 0 | 3 | 0 | 3 | 0 | NA |
^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total number of complaints resolved in the current month.
| Sr No. | Month | Carried forward from previous month | Received | Resolved* | Pending# |
|---|---|---|---|---|---|
| 1 | Oct 2023 | 0 | 1 | 0 | 1 |
| 2 | Nov 2023 | 1 | 0 | 0 | 1 |
| 3 | Dec 2023 | 1 | 1 | 0 | 2 |
| 4 | Jan 2024 | 2 | 0 | 1 | 1 |
| 5 | Feb 2024 | 1 | 1 | 2 | 0 |
| 6 | March 2024 | 0 | 1 | 1 | 0 |
| 7 | April 2024 | 0 | 0 | 0 | 0 |
| 8 | May 2024 | 0 | 1 | 0 | 1 |
| 9 | June 2024 | 1 | 3 | 2 | 2 |
| 10 | July 2024 | 2 | 2 | 4 | 0 |
| 11 | August, 2024 | 0 | 0 | 0 | 0 |
| 12 | September, 2024 | 0 | 3 | 0 | 3 |
| 13 |
Inclusive of complaints of previous months resolved in the current month.
#Inclusive of complaints pending as on the last day of the month.
| Sr No. | Year | Carried forward from previous year | Received | Resolved** | Pending## |
|---|---|---|---|---|---|
| 1 | 2019-20 | 1 | 15 | 16 | 0 |
| 2 | 2020-21 | 0 | 30 | 30 | 0 |
| 3 | 2021-22 | 0 | 55 | 51 | 4 |
| 4 | 2022-23 | 4 | 52 | 56 | 0 |
| 5 | 2023-24 | 0 | 17 | 17 | 0 |
| 6 | 2024-25 | 0 | 9 | 6 | 3 |
| 7 |
Inclusive of complaints of previous years resolved in the current year.
## Inclusive of complaints pending as on the last day of the year.
| Sr No. | Received from | Pending at the end of last month | Received | Resolved* | Total Pending# | Pending complaints > 3 months | Average Resolution time^ (in days) |
|---|---|---|---|---|---|---|---|
| 1 | Directly from Investors | 0 | 0 | 0 | 0 | 0 | NA |
| 2 | SEBI (SCORES) | 0 | 0 | 0 | 0 | 0 | NA |
| 3 | Other Sources (If any) | 0 | 0 | 0 | 0 | 0 | NA |
| Grand Total | 0 | 0 | 0 | 0 | 0 | NA |
^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total number of complaints resolved in the current month.
| Sr No. | Month | Carried forward from previous month | Received | Resolved* | Pending# |
|---|---|---|---|---|---|
| 1 | Oct 2023 | 1 | 0 | 1 | 0 |
| 2 | Nov 2023 | 0 | 0 | 0 | 0 |
| 3 | Dec 2023 | 0 | 0 | 0 | 0 |
| 4 | Jan 2024 | 0 | 0 | 0 | 0 |
| 5 | Feb 2024 | 0 | 0 | 0 | 0 |
| 6 | March 2024 | 0 | 0 | 0 | 0 |
| 7 | April 2024 | 0 | 1 | 1 | 0 |
| 8 | May 2024 | 0 | 0 | 0 | 0 |
| 9 | June 2024 | 0 | 0 | 0 | 0 |
| 10 | July 2024 | 0 | 0 | 0 | 0 |
| 11 | August 2024 | 0 | 0 | 0 | 0 |
| 12 | September, 2024 | 0 | 0 | 0 | 0 |
| 13 |
Inclusive of complaints of previous months resolved in the current month.
#Inclusive of complaints pending as on the last day of the month.
| Sr No. | Year | Carried forward from previous year | Received | Resolved** | Pending## |
|---|---|---|---|---|---|
| 1 | 2019-20 | 0 | 0 | 0 | 0 |
| 2 | 2020-21 | 0 | 0 | 0 | 0 |
| 3 | 2021-22 | 0 | 1 | 1 | 0 |
| 4 | 2022-23 | 0 | 7 | 7 | 0 |
| 5 | 2023-24 | 0 | 9 | 9 | 0 |
| 6 | 2024-25 | 0 | 1 | 1 | 0 |
| 7 |
Inclusive of complaints of previous years resolved in the current year.
## Inclusive of complaints pending as on the last day of the year.
| SEBI Registration Details | |||
|---|---|---|---|
| Registered Name: | Purnartha Investment Advisers Private Limited | Purnartha AIF Series I | |
| Type of registration: | Non-Individual Investment Advisor | Portfolio Manager | Category III AIF |
| Registration No: | INA000000672 | INP000007021 | IN/AIF3/21-22/0893 |
| Validity: | Dec 26, 2013- Perpetual | Jul 23, 2020- Perpetual | NA |
| Other details: | Principal Officer: Devendra Phadke | Principal Officer: Rahul Rathi | Fund Manager: Rahul Rathi |
|
BASL Member ID 1682 Email: principalofficer-IA@purnartha.com Telephone (Principal Officer): 020 6901 7100 CIN.:U 72200 PN 2011 PTC 138994 Purnartha Trust Office No 001/002, Palms Square Building, 2nd Floor, Brigade Road, Opposite Brigade Tower, Bengaluru 560025 |
|||
| Particulars | Product | Document Type | |
|---|---|---|---|
| Portfolio Management Services | General | Brochure | Download |
| Pratham & Vision Strategy | PMS | One-Pager | Download |
| Dynamic Midcap Strategy | PMS | One-Pager | Download |
| Purnartha One Strategy | PMS | One-Pager | Download |
| Make In Bharat | IA | One-Pager | Download |
| Emerging India | IA | One-Pager | Download |
