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Flexible Equity Advisory Plans

You could be in any life stage, planning for marriage, building a home for your faily , creating funds for your childs education, planning for early retirement or leaving behind a legacy of wealth for generations, our flexible equity advisory plans help you generate wealth through all stages.
Purnartha investment advisory services come bundled with flexible subscription fee plans to suit your aspirations and needs. We ensure you generate wealth with the help of our indepth research capabilities,  a panel of sectoral and industrial advisors, an expert analysts team, dedicated relationship managers and above all a proven formula for success in investing . Call us on 1 800 102 6975 (Toll Free) to know more or check out the features of our subscription plans below.

Key Benefits of our Equity Investment Advisory Plans

  1. Independent, unbiased advise
  2. Key strength & differentiator - Research Capability
  3. You are in control of your money. Purnartha doesn't touch your money!
  4. A dedicated relationship manager for you
  5. Long term investment philosophy
  6. Transparent billing and daily communication
  7. Support and guidance from experts
  8. Performance tracking platform
  9. Continuous and easy portfolio monitoring

Plans to Grow Your Wealth

Purnartha offers plans to suit every need and budget. We offer flexible plans with a trade off between annual fee & profit sharing above hurdle rate. Starting from an annual fee of 2.50% (%of AUM), a yearly hurdle rate of 25% and more.

Talk to us on 1 800 102 6975 (Toll Free)  for details of the flexible plans to grow your wealth portfolio.

All equity advise plans provide you with best returns on investments through long term investing in stocks & equities. We help you generate a strong investment portfolio that helps you reach your aspirations

Three Year Plans for Individuals

We also offer 3 year plans for individuals. Please contact us on 1 800 102 6975 (Toll Free) for more details

Our Investment Advisor Will Call in 24 hours

Contact Details
1 800 102 6975 (Toll Free) / +91 20 4912 7142
Working Hours: 09:30AM – 18:30PM
Working Days: Mon – Sat

CIN No.: U 72200 PN 2011 PTC 138994
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“CapMetrics Investment Advisers Pvt. Ltd.” is a SEBI registered advisor and provides investment advisory services under the brand name Purnartha. We have 10+ years experience in providing equity research services to global financial institutions


'32/33, Rachna Bungalow, Dr. Ketkar Road,

Off Karve Road, Erandwane,

Pune 411 004.


1308/Arcadia Bldg, 

NCPA Marg, 

Nariman Point, 

Mumbai- 400 021


A-285, Unit 102, 1st Floor, 

Main Bhishma Pitamah Marg, 

Defence Colony, 

New Delhi -110024