Investor Charter for Investment Advisory

Investor Charter for Portfolio Management Services

Investor Charter for Alternative Investment Funds

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

BSE Enlistment No. 1682

Email: principalofficer-IA@purnartha.com

Telephone (Principal Officer): 020 6901 7100

CIN.:U 72200 PN 2011 PTC 138994

Contact us:

servicedesk@purnartha.com

Compliance Officer: Ms. Chandani Saruparia :

compliance@purnartha.com / +9120 6901 7100

Purnartha Trust Office No 001/002, Palms

Square Building, 2nd Floor, Brigade Road, Opposite

Brigade Tower, Bengaluru 560025
Particulars Product Document Type
Portfolio Management Services General Brochure
Pratham & Vision Strategy PMS One-Pager
Dynamic Midcap Strategy PMS One-Pager
Purnartha One Strategy PMS One-Pager
Make In Bharat IA One-Pager
Emerging India IA One-Pager
Our registered office address:

Purnartha Investment Advisers Pvt. Ltd.

32/33 Rachna Bungalow, Dr. Ketkar

Road, Off Karve Road, Erandwane,

Pune - 411 004.
News Contact Us CSR Activity Financials AGM Notice Disclaimer
Terms and Conditions Referral Partners Voting Policy & Stewardship Code Investor Charter Investor Complaints IA Audit Status
Accredited Investors Purnartha Publish Smart ODR Investor Desk SMART ODR SEBI Circular CKYC Awareness Video

In case of any Complaints Contact : servicedesk@purnartha.com

Grievances Redressal Cell :grievances@purnartha.com / +9120 6901 7100

Compliance Officer: Ms. Chandani Saruparia : compliance@purnartha.com / +9120 6901 7100

Additionally, you may also reach SEBI SCORES website here and download the SEBI SCORES app from Play Store and App Store.

SCORES facilitates investors to lodge their complaint against SEBI registered intermediary online with SEBI and subsequently view its status

For Corresponding SEBI regional/local office address click here.

Purnartha Investment Advisers Pvt. Ltd. (hereinafter referred to as ‘Purnartha’), is a SEBI registered intermediary providing investment advisory Portfolio Management and Alternative Investment Fund services . We have 10+ years of experience in providing equity research services to global financial institutions.

Disclaimer: Investment in the securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BSE Ltd and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors

Note: the content in this website is provided for informational purposes only. No material should be considered as investment advice directly, indirectly, implicitly, or in any manner whatsoever. Purnartha Investment Advisers Pvt Ltd accepts no liability whatsoever for any direct or consequential loss or damage arising from any use of any information in this website. The information and content in this website is subject to change without notice. Please refer to the tab ‘Disclaimer’ on this page for our full text on disclaimer.

KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc), you need not undergo the same process again when you approach another intermediary

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