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Purnartha Investment Advisers Pvt Ltd – Portfolio Management Services (PMS)

Purnartha is one of the leading SEBI-registered companies offering research-driven Portfolio Management Services. With over a decade of experience, our philosophy is inspired by "Vasudhaiva Kutumbakam," which emphasises doing for our clients what we would do for ourselves. We offer personalised, research-backed PMS aimed at long-term wealth creation and financial growth, ensuring transparency, trust, and a client-centric approach in all our endeavours. Over the years, Purnartha has grown into a 10,000+ strong family, including domestic, NRI, and institutional investors across portfolio management services and investment advisory. We have a Pan-India presence across 14 locations.

AUM (₹ Cr)

2122.64

Clients

1933

Strategies

4

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Purnartha Investment Advisers Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Pratham Strategy Multi Cap & Flexi Cap -4.15% 14.03% 9.27% Sep 2020
Vision Strategy Multi Cap & Flexi Cap -5.51% 13.33% — Mar 2021
Dynamic Midcap Strategy Mid Cap 7.24% — — Feb 2023
Purnartha One Strategy Multi Asset 7.62% — — Sep 2023

Past performance is not indicative of future results. Returns are subject to market risks.

Portfolio Managers & Fund Management Team

Mr. Rahul Rathi

Fund Manager

Rahul Rathi, has created a legacy of his own with 20+ years of experience in the field of investment and risk management. Having worked with global investment solutions and risk management for funds with an AUM of over $2 billion, he is the store house of ideas and guide to effective investment strategies. It is with his dexterity of growing wealth in the stock market, that Purnartha's investment philosophies have taken shape. Rahul holds Master's Degree in Business Administration from Carnegie Mellon University, USA and Polymer Engineering Degree from the Pune University. Rahul is the Fund manager and Principal Officer for Purnartha's Portfolio Management Services

Mr. Rohit Jain

Fund Manager, PMS

Fund Manager Profile: Rohit is a Chartered Accountant and holds a Post-graduate diploma in Business Management. He has worked with CRISIL (an S&P Global Company) and Systematix Shares among others and carries over 13 years of experience in Equity Research for Institutional investors. Over the years, he has built extensive knowledge in financial modeling and valuations with sector expertise across major industries. Rohit also keeps himself updated on the latest developments on taxation, auditing, and compliance, which only adds to his existing wealth management and market know-how.

Interested in Purnartha Investment Advisers Pvt Ltd?

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Regulatory Information

SEBI Registration: INP000007021

Registered Office: Rachna Bungalow Dr Kelkar Road,Off Karve Road Erandwane, Pune, Maharashtra, India - 411004

Disclaimer

This profile is provided for general informational purposes only and is based on publicly available information, regulatory disclosures, and independent research. While reasonable care is taken, the content may not always reflect the latest updates.

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)