Chairman & Fund Manager, Purnartha Investment Advisers
Rahul Rathi is the Chairman and Fund Manager at Purnartha Investment Advisers (Purnartha) Private Limited. He has over 20 years of investment and risk management experience gained from working with global financial institutions in New York, London and Asia.
For over 10 years, Rahul has designed and driven the Purnartha Investment philosophy of long-term wealth generation and has an audited, stellar performance track record. This sustained performance is largely attributed to Rahul’s experience and investment in people, processes and data which he has built from ground up.
He serves on the board of directors at Onward Technologies Limited and Plastiblends India Limited. He has equity ownership in Capital Metrics and Risk Solutions and is also a partner in Beharay Rathi Group of companies. Rahul is an active contributor in society and is a trustee on Pune Blind Men’s Associations H.V Desai Eye Hospital and Laxminarayan Devasthan trusts. He is an academic expert on Kaveri group of Institute’s College. Rahul has a Master’s in Industrial Administration from the Carnegie Mellon University and BE in Polymer Engineering from the University of Pune
PMS Product Performance
|Company 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 Portfolio||Long Term Equity with Concentrated Portfolio||Mr. Rohit Jain||17 Sep 2020||-||-0.7%||0.1%||-7.2%||9.9%||-||-||-||-||12.1%|
|Purnartha Focused Equity||Focused Equity||Mr. Rohit Jain||03 Mar 2021||-||0.9%||0.9%||-4.4%||16.2%||-||-||-||-||10.6%|