Purnartha is a SEBI-registered equity investment advisor, with offices in 8 cities in India. We cater to a diverse client base of domestic, NRI and institutional clients. We have a strong management team with deep experience in the area of risk management, focussed on wealth creation in the long run. Our investment philosophy of investing and creating a financial portfolio of high quality stocks has beaten benchmarks such as NIFTY over the long term.


PMS Product Performance

Company Name /
Product Name
Product Name Fund Manager Date of inception AUM 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Purnartha Long Term Equity with Concentrated PortfolioLong Term Equity with Concentrated PortfolioMr. Rohit Jain17 Sep 2020--0.7%0.1%-7.2%9.9%----12.1%
Purnartha Focused EquityFocused EquityMr. Rohit Jain03 Mar 2021-0.9%0.9%-4.4%16.2%----10.6%



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