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 and transparency. 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.

Philosophy

Purnartha Investment Philosophy Drives Investment Advisory Services

Purnartha follows a philosophy-driven investment approach. We believe there are no short-cuts to wealth. Our core philosophy therefore is,

"Long term investment focus and investing in non-cyclical companies rooted in middle class values i.e. growth without debt ensures better returns"

Our investment philosophy helps us filter companies which fulfil these parameters for investing. Typically we look at the following aspects:

Purnartha_philosophy_icons

Growth-oriented, non-cyclical companies that show consistent revenue and Operations cash flow growth

Net cash companies (zero net debt) i.e. growth funded by internal accruals rather than debt

Stocks that show promising potential and have sound fundamentals could potentially create wealth for clients.

High growth non-cyclical companies with
10% or more volume growth,
15% or more revenue growth and
20% or more OCF growth

Net cash companies (zero net debt) i.e. growth funded by internal accruals rather than debt

Companies having owners with skin in the game

Purnartha’s equity experts and research analysts help you find the right stocks from a broad universe which fulfil these criteria. Stocks that show promise of growth and have sound fundamentals could potentially create wealth for clients.

Combined with the reading of stock prices, financial trends, etc, our research analysts also look at the company's history, fundamental data points in the Balance sheet across business cycles. This helps them narrow the list down to the most suitable opportunities across a spectrum of sectors and market capitalization.

Performance

Beat Benchmarks. Create Wealth.

Rs. 1cr INVESTED WITH PURNARTHA IN 2009 BECAME Rs. 73.92cr v/s 5.83cr WITH NIFTY.

Purnartha Investment Portfolio Statistics

(values are in percent)

FY Q1 Q2 Q3 Q4 ANNUAL

Key Statistics

(1st April 2009 to 30th Sep 2021)

NIFTY Investment Portfolio Statistics

(values are in percent)

FY Q1 Q2 Q3 Q4 ANNUAL

Key Statistics

(1st April 2009 to 30th Sep 2021)

- FY is Financial year i.e April to March.

- The performance shown is before charging any fees.

- Audited report available on request.

MANAGED BY INDUSTRY EXPERTS, THE PURNARTHA PORTFOLIO HAS DELIVERED 41.9% CAGR VERSUS 15.4% OF NIFTY FROM APRIL-2009 TILL SEPTEMBER-2021.

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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