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This is to apprise you that certain miscreants masquerading as Company employees are duping the public at large into believing that they are our employees and have been offering investment advise and collecting funds from gullible people. In the circumstances we request you to note the following:

  1. If you are contacted by any person who claims to be an employee of Purnartha we request you to verify the credibility of such person by checking with servicedesk@purnartha.com.

  2. Further we request you to never transfer any funds, at the insistence of our employees to any account other than authorised account details communicated to you by Purnartha.

Please be assured that relevant legal proceedings have been initiated against the perpetrators of this crime. We urge the public at large however to stay alert and vigilant. Notwithstanding the above, our efforts towards providing flawless service continue unhindered and we wish to continue a fruitful relationship with you.
Number of complaints
At the beginning of the month Received during the month Resolved during the month Pending at the end of the month Reasons for pendency
0 2 2 0 N.A.

The information displayed in the table above are the details for the month of September, 2021.

OUR OFFERINGS

We offer our research expertise in equities to partner you in your journey of wealth creation.

Our aim is to provide you with services that are built on a strong foundation of knowledge and expertise and driven by the philosophy of "Vasudhaiva Kutumbakam". You can choose from our following offerings based on your financial goals.

Investment_Advisory Portfolio_Management_Service

INVESTMENT ADVISORY

By building wealth even without directly handling client funds, we enrich

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, transparency and quality relationships. 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.

PORTFOLIO MANAGEMENT SERVICES

Wealth creation requires a focused approach and in-depth data analysis.

Our journey, guided by the vision of `Vasudhaiva Kutumbakam’ – doing for our clients what we would do for ourselves - has inspired us to take the next big step in our journey to create wealth for our clients. Keeping the client at the core of our universe, we aim to do all we can to help them achieve their financial goals.

We now also offer Portfolio Management Services – that guide families to grow and prosper together with research-backed, clear and unbiased advice. By being eclectic and aiming to choose the best that the stock markets have to offer and invest for the long term.

INVESTMENT ADVISORY SAMPURNA

A well-thought-out portfolio under a relevant investment approach that aims to beat the returns of the benchmark indices.

Purnartha has chosen to create a unique approach that tries to blend different investing styles with an aim to generate alpha. Without diverging from our roots of growth-oriented philosophy, we aimed at integrating margin-expansion styles along with defensive investing methods to bring out the best of all.

The beauty of Investment Advisory Sampurna is that we provide you with investment advice based on our research and proprietary quantitative model but don’t actually handle your finances. That freedom stays solely with you.

SEBI Registration Details
Registered Name: Purnartha Investment Advisers Private Limited
Type of registration: Non-Individual Investment Advisor Portfolio Manager
Registration No: INA000000672 INP000007021
Validity: Dec 26, 2013- Perpetual Jul 23, 2020- Perpetual

CIN.: U 72200 PN 2011 PTC 138994