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ELEVATE YOUR INVESTMENTS WITH PURNARTHA'S PMS

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PURNARTHA'S EXPERT INVESTMENT ADVISORY

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Smarter Insights.
Better Investment Decisions.

Make informed choices with in-depth portfolio analysis to align with your financial goals.

Check Your Portfolio
Rahul Rathi

Wizards Of Dalal Street
Rahul Rathi

Return On Investments In Energy Sector
Devendra Phadke

MoneyControl's Closing Bell
Rahul Rathi

CNBC-TV18 Closing Bell
Mohit Khanna

Market Insights with Mohit Khanna
Rahul Rathi

Be an Opportunist, when others are being Fearful/PMSAIFWorld x Purnartha PMS
Rahul Rathi

Wizards Of Dalal Street
Mohit Khanna

Mohit Khanna featured in CNBC TV 18

₹ 2,200 Cr+AUM in PMS

₹ 10,000 Cr+Assets Advised

18,700+Clients Touch Base

40+Countries Served

** As of Dec'24

“

WHAT IS GOOD FOR MY FAMILY AND ME IS WHAT WE RECOMMEND TO OUR CLIENTS, TRUE TO THE PHILOSOPHY OF

'VASUDHAIVA KUTUMBAKAM'.

- Rahul Rathi

Your Journey to Financial Freedom Starts Here

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Frequently Asked Questions (FAQs)

Portfolio Management Services (PMS) is a service where skilled portfolio managers and financial market Subject Matter Experts (SME) help you manage your portfolio. A lot of investors have investments in their Demat accounts, but managing them becomes a task. The objective of the PMS is to maximize the returns, while minimizing the risk. Know more about PMS.

The minimum investment amount for PMS is ₹50 Lakhs. Therefore, at all times you need to maintain the minimum of ₹50 Lakhs in a PMS fund.

The Securities and Exchange Board of India (SEBI) Portfolio Manager Regulations have not prescribed any scale of fees. So, a lot of PMS charge either a fixed or performance-based fee or a combination of both. Every PMS has their unique fee structure and may also vary from one investor to another. Know more about our fee structure.

Yes, you can fully withdraw from PMS. However, if you want to partially withdraw then you need to ensure that at all times you need to maintain a minimum investment of ₹50 Lakhs in each PMS you have invested in. Moreover, withdrawals may also be subject to exit loads.

The following are eligible to invest in PMS:
  • Resident Indians
  • Non-Resident Indians (need to open a PIS account under RBI guidelines)
  • Hindu Undivided Families (HUF)
  • Corporate entities such as private limited, public limited, partnership firms, etc.

Yes, you can invest via Systematic Investment Plan (SIP) in PMS. This is provided you have a already invested a minimum of ₹50 Lakhs.
Beware from Fraudsters!

This is to apprise you that certain miscreants masquerading as Company employees are duping the public at large into believing that they are our employees and have been offering investment advice and collecting funds from gullible people. In the circumstances we request you to note the following:

If you are contacted by any person who claims to be an employee of Purnartha we request you to verify the credibility of such person by checking with servicedesk@purnartha.com.

Further we request you to never transfer any funds, at the insistence of our employees to any account other than that in the name of "Purnartha Investment Advisers Pvt Ltd", authorised account details communicated to you by Purnartha.

Please be assured that relevant legal proceedings will be initiated against the perpetrators of this crime. We urge the public at large however to stay alert and vigilant. Notwithstanding the above, our efforts towards providing flawless service continue unhindered and we wish to continue a fruitful relationship with you.

Before dealing with any Investment Advisor/ Portfolio Manager, please check whether it is registered with SEBI. Do not deal with unregistered Investment Advisors/ Portfolio Managers.

Verify Investment Advisor Verify Portfolio Manager

Please also refer to the SEBI Press Release in October 2022. Click here.

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Registered Office Address: Purnartha Investment Advisers Pvt. Ltd., 32/33 Rachna Bungalow, Dr. Ketkar Road, Off Karve Road, Erandwane, Pune - 411 004. Registered Name: Purnartha Investment Advisers Private Limited. CIN: U72200PN2011PTC138994. Type of registration: Non-Individual Investment Advisor. Registration No: INA000000672. Validity: Dec 26, 2013- Perpetual. Principal Officer: Devendra Phadke. BSE Enlistment No. 1682. Telephone (Principal Officer): 020 6901 7100. Type of registration: Portfolio Manager. Registration No: INP000007021. Validity: Jul 23, 2020- Perpetual. Principal Officer: Rahul Rathi. Registered Name: Purnartha Trust, name of the Fund- Purnartha AIF Series I. Type of registration: Category III AIF. Registration No: IN/AIF3/21-22/0893. Validity: NA. Fund Manager: Rahul Rathi. Purnartha Trust Office No 001/002, Palms Square Building, 2nd Floor, Brigade Road, Opposite Brigade Tower, Bengaluru 560025. Contact us: servicedesk@purnartha.com. Compliance Officer: Ms. Chandani Saruparia. Compliance Contact: compliance@purnartha.com / +91 20 6901 7100.


Disclaimer: Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BSE Ltd and certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.

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