Purnartha’s primary focus is to demystify the world of equity investments and create an ecosystem backed by unmatched expertise and transparency that aims to help people prosper and grow. Founded in 2011 as an investment advisory firm and headquartered in Pune, Purnartha Investment Advisers Pvt Ltd is backed by a team of industry veterans and subject matter experts. Over the years, Purnartha has grown into a 10,000+ strong family, including domestic, NRI, and institutional investors across its equity-related product offerings. The company is functional across the country, with nine regional branches in six states. Purnartha offers a range of equity-related products, including investment advisory, portfolio management services, and alternative investment funds.

 


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 Focused EquityFocused EquityMr. Rohit Jain03 Mar 2021-2.0%6.9%2.9%-4.3%----9.6%
Purnartha Long Term Equity with Concentrated PortfolioLong Term Equity with Concentrated PortfolioMr. Rohit Jain17 Sep 2020-2.8%9.9%5.8%-4.1%----13.1%



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