Purnartha Pratham Strategy formerly known as Long Term Equity with Concentrated Portfolio
Purnartha Dynamic Midcap Strategy
Purnartha Vision Strategy formerly known as Focused Equity
Purnartha Wealth Strategy
Purnartha One Strategy
Purnartha Select Strategy
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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.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
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.
| Period | This strategy | S&P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 Month | −5.9% | −5.6% | −0.3% |
| 3 Months | −3.9% | −3.6% | −0.3% |
| 6 Months | 0.0% | +8.1% | −8.1% |
| 1 Year | 0.0% | −2.3% | +2.3% |
|---|
| 2 Years | 0.0% | −3.9% | +3.9% |
|---|
| 3 Years (CAGR) | 0.0% | +9.2% | −9.2% |
|---|
| 4 Years (CAGR) | 0.0% | +11.2% | −11.2% |
|---|
| 5 Years (CAGR) | 0.0% | +8.9% | −8.9% |
|---|
| Since launch | +0.2% | +11.7% | −11.4% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 4-month window · Source: Computed from NAV history
Maximum drawdown: 5.9%
Purnartha Investment Advisers’s story and investment philosophy are on the Purnartha Investment Advisers firm page.
Rohit Jain
Fund managerFund Manager - Dynamic Midcap
Rohit Jain is a Chartered Accountant and holds a Post-graduate diploma in Business Management. He has over 13 years of experience in equity research and valuation, having worked with CRISIL and Systematix Shares among others. He brings deep sector expertise and modeling knowledge to midcap portfolio management at Purnartha. :contentReference[oaicite:4]{index=4}
Rahul Rathi
Chairman & Principal Officer - PMS
Rahul Rathi is the chairman and fund manager of Purnartha Investment Advisers Private Limited. With over 20 years of investment and risk management experience from global financial hubs like New York, London, and Asia, Rahul brings unparalleled expertise to the table.
Rangarajan “Raghu” Sundaram
Co-Founder & Mentor
Rangarajan “Raghu” Sundaram is the Co-Founder and Mentor at Purnartha. As a corporate veteran (also director of the company), he brings strategic oversight and experience, contributing to business direction and investment ethos. :contentReference[oaicite:1]{index=1}
Hemant Vispute
Managing Director
Hemant Vispute serves as Managing Director of Purnartha Investment Advisers. With significant experience in financial services and leadership roles, he contributes to the firm’s operational and strategic growth. :contentReference[oaicite:2]{index=2}
Devendra Phadke
Director & Principal Officer - Advisory
Devendra Phadke is a distinguished Chartered Accountant with over two decades of unparalleled experience in equity research. His extensive career, marked by more than ten years of buy-side equity research, has taken him across a diverse range of markets, including India, China, Brazil, the United States, and Europe.
Tausif Ahmed
National Head - Sales
Tausif Ahmed leads national sales at Purnartha, driving sales strategy and client outreach across India. His leadership supports the firm’s distribution and relationship management efforts.
Gopi Aswani
West Zone Head - Sales
Gopi Aswani heads sales for the West Zone, focused on client acquisition and portfolio growth through effective regional engagement.
Antriksh Manuja
South Zone Head - Sales
Antriksh Manuja leads the South Zone sales team, building local investor relationships and contributing to business expansion in southern India.
Sagar Deshmukh
Institutional Sales
Sagar Deshmukh leads institutional sales at Purnartha, focusing on institutional client engagement and investment strategy communication.
Saurabh Pathak
Head of Investment Counsellor
Saurabh Pathak heads the investment counsellor team at Purnartha, guiding investors with portfolio insights and strategy alignment.
Amol Deo
Head of Strategic Projects
Amol Deo leads strategic initiatives and projects at Purnartha, coordinating cross-functional efforts to support business priorities and long-term planning.
Mansi Patel
Investment Counsellor
Mansi Patel serves as an Investment Counsellor, working with clients to provide personalised investment guidance and support.
Darshan Shah
Investment Counsellor
Darshan Shah is an Investment Counsellor at Purnartha, assisting clients with investment planning and portfolio consulting.
Registration No
INP000007021
Fund Manager
Mr.RAHUL RATHI
Principal Officer
Mr.RAHUL RATHI
Inflow
₹0.25 Cr
Outflow
₹0.00 Cr
Net
₹0.25 Cr
Not reported — complaint data for this strategy isn't available yet.
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Harsh Gupta
Investment Counsellor
Harsh Gupta serves as an Investment Counsellor at Purnartha, supporting investment advice and client engagement.
Koustubh Gokhale
Investment Counsellor
Koustubh Gokhale is an Investment Counsellor, engaging with clients on investment strategies and recommendations.
Abhilash Paul
Head of HR
Abhilash Paul leads human resources at Purnartha, driving organizational development, talent acquisition and HR operations.
Shishir Mangrule
Head of Operations
Shishir Mangrule heads operational functions at Purnartha, ensuring efficient processes and execution across departments.
Pradeep Vispute
Head of Technology
Pradeep Vispute leads technology initiatives at Purnartha, overseeing technical infrastructure and digital capabilities.
Chandani Saruparia
Compliance Officer
Chandani Saruparia serves as Compliance Officer, managing regulatory compliance processes and governance practices across the firm.
Sunny Arora
Chief Investment Officer
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