Purnartha started out with the simple intention of bridging the gap between what was and what could be. A simple goal that has created and nurtured a unique equity Investment Advisory ecosystem, backed by the timeless concepts of trust and transparency. The core of Investment Advisory is that we provide you with investment advice based on our research but don't actually handle your finances. That freedom stays solely with you.
Purnartha follows a philosophy-driven investment approach. We believe there are no short-cuts to wealth. Our core philosophy therefore is,
"Long term investment focus and investing in non-cyclical companies rooted in middle class values i.e. growth without debt ensures better returns"
Our investment philosophy helps us filter companies which fulfil these parameters for investing. Typically we look at the following aspects:
Growth-oriented, non-cyclical companies that show consistent revenue and Operations cash flow growth
Net cash companies (zero net debt) i.e. growth funded by internal accruals rather than debt
Stocks that show promising potential and have sound fundamentals could potentially create wealth for clients.
High growth non-cyclical companies with
10% or more volume growth,
15% or more revenue growth and
20% or more OCF growth
Net cash companies (zero net debt) i.e. growth funded by internal accruals rather than debt
Companies having owners with skin in the game
Purnartha’s equity experts and research analysts help you find the right stocks from a broad universe which fulfil these criteria. Stocks that show promise of growth and have sound fundamentals could potentially create wealth for clients.
Combined with the reading of stock prices, financial trends, etc, our research analysts also look at the company's history, fundamental data points in the Balance sheet across business cycles. This helps them narrow the list down to the most suitable opportunities across a spectrum of sectors and market capitalization.
| 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 |
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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 |
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| 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 |
