With a simple goal in mind, of bridging the gap between what was and what could be, we, at Purnartha, have introduced our Portfolio Management Services. With this new feather in our cap, we aim to build a solid foundation for your finances aimed at healthy returns on your investment.
We live in a complex financial world. With our well qualified and experienced research team and financial expertise, we aim to simplify it for you by managing your money and aspiring to create long term, sustainable wealth for you. In addition to going through financial data, macro-economic pointers, business trends and analysis, we also cross-check the data points with on-site checks of the marketplace to corroborate and add valuable input to the research process.
Everybody's financial goals are different. This means a "one size fits all" strategy does not work. With PMS, we offer plans to align with your investment goals. With PMS, you can simply breathe while we work towards putting together a strategy that aims at wealth generation!
As we look at your financial goals and needs, we present you with three investment approaches
Purnartha Vision Strategy :We use a high conviction, bottom-up approach that aims to generate alpha for our clients. The investment approach aims to select companies that show volume growth across all cycles, with strong balance sheets and owners’ skin in the game.
Purnartha Pratham Strategy : In this approach we aim to create a diversified portfolio with strong fundamentals that are market cap and sector agnostic.
Purnartha Dynamic Midcap Strategy : We aim to create a well-diversified and actively managed portfolio consisting of 18-25 securities in the Midcap segment, with weights to each security aligned to the valuation and risk-reward metrics for the stock.
Purnartha One : The investment strategy aims to develop a portfolio capable of navigating different economic cycles by actively managing allocations across different asset classes.
Being believers in the philosophy "No shortcuts to wealth", our Portfolio Management Services are research driven. Our research is always supported by on-ground channel checks to corroborate our research findings. Sticking to our core philosophy "Long term investment focus and research-based investing aims to generate better returns”, we aim to invest your money with a long-term view.
While creating your portfolio, we take into consideration the following key points:
We look for companies that display the following qualities :
With thorough research and the expertise of our analyst team, we look at creating a strong portfolio under your selected investment approach/plan with an aim at generating wealth for you in the long-term
Kindly go through the disclosure document for further details
| 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 |
