Purnartha Pratham PMS

Purnartha Pratham PMS

KEY PORTFOLIO ATTRIBUTES #

Year of Inception
Number of Stocks
Alpha (1Y)
Beta (1Y)

About Purnartha

Purnartha is a SEBI-registered Portfolio Management Services (PMS) and Investment Advisory firm with over ₹4,000 Cr in AUM, serving 8,000+ families globally across India, the US, UK, and Singapore. With a client-first approach rooted in the philosophy of Vasudhaiva Kutumbakam, Purnartha blends deep research, a disciplined framework, and automation to deliver superior wealth outcomes. Led by visionary founders Rahul Rathi and Raghu Sundaram, Purnartha is trusted by HNIs, multi-strategy funds, and family offices for its data-driven, long-term investment approach.

Investment Objective

The Purnartha Pratham Strategy aims to deliver long-term capital appreciation by investing in a concentrated portfolio of 10–15 high-quality Indian companies. It targets structurally strong businesses with high growth potential, long earnings visibility, and strong promoter skin in the game.

Investment Strategy

• Concentrated Stock Selection: Focused on 10–15 high-conviction holdings to capitalize on the compounding power of quality businesses.

• Core Investment Pillars:

o Growth: Companies with consistent earnings growth and scalable business models.
o Margin Expansion: Firms with improving operating leverage and rising ROEs.
o Valuation: Disciplined approach to buying businesses at a fair price.

• Low Churn Philosophy: Minimal portfolio turnover by staying invested in long-term structural winners.

• Bottom-up Stock Picking: Ground-level due diligence and proprietary models drive stock selection.

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Related Investment(s)

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Purnartha Pratham PMS