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

Purnartha, a SEBI-registered entity, stands as a prominent provider of research-driven Portfolio Management Services (PMS). Leveraging over ten years of industry expertise, our operational ethos is grounded in the principle of "Vasudhaiva Kutumbakam," translating to an unwavering commitment to acting in our clients' best interests as we would in our own. Our PMS offerings are characterized by a personalized, research-intensive approach, designed to foster sustained wealth creation and financial advancement. We uphold the highest standards of transparency, integrity, and a client-centric focus throughout our operations. Purnartha has cultivated a substantial investor base exceeding 10,000 individuals and institutions, encompassing domestic, Non-Resident Indian (NRI), and institutional clients across both portfolio management and investment advisory segments. Our operational network extends across India, with a presence in 14 distinct 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

With over two decades of dedicated experience in investment and risk management, Rahul Rathi has established a distinguished career. His prior work involved global investment solutions and risk management for portfolios exceeding USD 2 billion in Assets Under Management (AUM). This extensive background positions him as a valuable resource for innovative ideas and effective investment strategy guidance. Mr. Rathi's proficiency in wealth creation within the stock market has been instrumental in shaping Purnartha's investment philosophies. He holds a Master of Business Administration from Carnegie Mellon University, USA, and a degree in Polymer Engineering from Pune University. Currently, Rahul Rathi serves as the Fund Manager and Principal Officer for Purnartha's Portfolio Management Services.

Mr. Rohit Jain

Fund Manager, PMS

The Fund Manager, Rohit, is a qualified Chartered Accountant and possesses a Post-Graduate Diploma in Business Management. His professional background includes tenures at prominent organizations such as CRISIL (an S&P Global Company) and Systematix Shares. With over 13 years of dedicated experience in equity research for institutional investors, he has developed a profound understanding of financial modeling and valuation methodologies. Rohit's expertise spans across major industry sectors, enabling him to provide comprehensive analysis. Furthermore, he maintains an active engagement with contemporary advancements in taxation, auditing, and regulatory compliance, thereby augmenting his established proficiency in wealth management and market intelligence.

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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 page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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