| 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 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.
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.
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.
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
