Investment Advisory Plans

Investment Advisory Plans to Fulfil Your Wealth Goals

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 in depth 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 .These investment advisory plans are highly suitable for Indian nationals. Call us on 1 800 102 6975 (Toll Free) to know more or check out the features of our subscription plans below.

Flexible Equity Investment Plans

1 Year Investment Advisory Plans to Fulfil Your Wealth Goals

Annual Fee (% of AUM) Hurdle Rate (Annual) Profit Sharing % Above Hurdle Rate
Plan1 2.50% 25% 20% Sign Up
Plan2 2.00% 15% 20% Sign Up
Plan3 1.50% 10% 20% Sign Up
Plan4 1.00% 6.33% 20% Sign Up
Plan5 0.60% 0% 20% Sign Up

Plans to Grow Your Wealth

Purnartha offers equity investment advisory 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 For SIP Plans Too Call 18001026975 Toll Free.
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We offer highly customised plans for NRI's to know more call us on 18001026975 Toll Free
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3 Year Investment Advisory Plans

Plan 1 Plan 2
Fee (% of AUM) 9.50% 7.00%
Hurdle Rate 95% 52%
Profit Sharing % Above Hurdle Rate 20% 20%
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Key Benefits of our Equity Investment Advisory Plans

You could be in any life stage, planning for marriage, building a home for your family, creating funds for your child's 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 plans offer following benefits
  • Independent, unbiased advice
  • Key strength & differentiator - Research Capability
  • You are in control of your money. Purnartha doesn't touch your money!
  • A dedicated relationship manager for you
  • Long term investment philosophy
  • Transparent billing and daily communication
  • Support and guidance from experts
  • Performance tracking platform
  • Continuous and easy portfolio monitoring
Talk to us on 1 800 102 6975 (Toll Free) for details of the flexible plans to grow your wealth portfolio.
All equity advice 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.


  • These are flexible plans with a trade off between annual fee and profit sharing above hurdle rate
  • #All plans subject to minimum subscription fee
  • ##Taxes as applicable
  • ###We follow the high water mark principle

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About Purnartha


Your Trusted Partner In Wealth Creation


1 800 102 6975 (Toll Free) | +91 20 4850 8216

Working Hours: 09:30AM – 18:30PM Working Days: Mon – Sat


CIN No.: U 72200 PN 2011 PTC 138994

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