Purnartha Investment Advisers PMS

Driven by commitment. Fuelled by trust.

Strategies: 7
Total AUM: ₹2,288 Cr
SEBI registration: INP000007021
Last reported: Sept 2026

Overview

About

Purnartha was founded in 2011 with the objective of demystifying equity investments and building an ecosystem rooted in expertise, transparency and long-term relationships. Over the years, the firm has grown into a 10,000+ strong investor family by combining subject matter expertise with disciplined portfolio management. The organization is driven by commitment, fueled by trust, and focused on creating sustainable wealth for its clients.

Investment philosophy

Purnartha focuses on simplifying equity investing while maintaining high standards of transparency and trust. The firm emphasizes knowledge-driven decision making, disciplined portfolio construction and long-term value creation. Backed by industry veterans and subject matter experts, the investment approach is structured to help clients prosper through informed participation in financial markets.

About the firm

Read Purnartha Investment Advisers's story and investment philosophy on the firm page.

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Strategies7

Strategy

Type

AUM

1Y Return

Purnartha Dynamic Midcap Strategy

vs S&P BSE 500 TRI

EQUITY

AUM₹466 Cr

1Y+3.39%

Purnartha Make in Bharat Strategy

Insights

No insights published yet.

Contact

Address

Registered Office: 32/33 Rachna Bungalow, Dr. Ketkar Road, Off Karve Road, Erandwane, Pune - 411004, India

Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.

Purnartha Investment Advisers PMS

Overview

About

Investment philosophy

About the firm

Strategies7

Insights

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