Portfolio Management Service - Your Trusted Partner in Wealth Creation
Conventional wealth management strategies no longer deliver. Our research-driven, strategic portfolios let your wealth thrive while you focus on your ambitions, not the markets.
Portfolio Management Services (PMS) Strategies
Purnartha Pratham Strategy
A concentrated portfolio of 10–15 high-conviction stocks, selected using our proprietary three-driver philosophy.
Purnartha Vision Strategy
A diverse portfolio of 15–18 high-conviction stocks with strong fundamentals and growth potential.
Purnartha Dynamic Midcap Strategy
A midcap-focused portfolio built on the GSM Framework, targeting resilient companies with growth potential.
Purnartha ONE Strategy
A multi-asset strategy leveraging proprietary frameworks to optimize returns with reduced volatility.
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.
Rahul Rathi
Chairman & Principal Officer - PMS
Investment Advisory Strategies
Make in Bharat
Unlock strategic wealth creation through expert-curated multi-cap portfolios. Targeting high-growth Indian companies with disciplined sector diversification and rigorous corporate governance checks.
Emerging India
Professional investment advisory leveraging data-driven insights. Systematic portfolio management focusing on emerging Indian companies with robust growth potential and market positioning.
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.
Devendra Phadke
Director & Principal Officer - Advisory
Why Choose Purnartha for Wealth Management Services?
₹2,200 Cr+
AUM in PMS
₹10,000 Cr+
Asset under Advice
18,700+
Customers Served
40+
Countries Served
Why Invest Through Portfolio Management Services?
Portfolio Customization
A concentrated portfolio of 10–15 high-conviction stocks, selected using our proprietary three-driver philosophy.
Expert Management
Portfolio Management Services have professional portfolio managers and research teams that have deep understanding of markets.
Direct ownership
With Portfolio Management Services, investors have direct ownership of securities in their Demat account, providing transparency.
Our Research-Driven Investment Process
Identifying the winning business model
Assessing valuation and margin of safety
Analyzing growth trajectories
Conducting thorough channel checks
A Personalized Approach to Wealth Management
Portfolio Management Services (PMS) give you direct ownership of your investments, guided by professional expertise and a clear strategy designed for your objectives. Every portfolio is tailored to your goals, risk appetite, and time horizon. This helps you stay in control while your manager focuses on disciplined execution. It’s transparent, personalized, and built for long-term compounding, not quick wins.
Who PMS Is For?
- High-net-worth investors and family offices.
- Founders and CXOs with limited time but high standards.
- Investors who want direct ownership, clear reporting, and risk control.
Media & Recognition
“
WHAT IS GOOD FOR MY FAMILY AND ME IS WHAT WE RECOMMEND TO OUR CLIENTS, TRUE TO THE PHILOSOPHY OF
'VASUDHAIVA KUTUMBAKAM'.
- Rahul Rathi
Frequently Asked Questions (FAQs)
Portfolio Management Services (PMS) is a professional investment service where a portfolio manager manages an investor’s portfolio based on their goals, risk profile, and investment horizon. Purnartha offers Portfolio Management Services in India with research-driven strategies and professionally managed portfolios.
The minimum investment amount for PMS in India is ₹50 lakh. Purnartha offers PMS strategies for eligible investors seeking professional portfolio management and personalized investment approaches.
PMS fees are charges paid for professional portfolio management and may include management and performance-based fees. Purnartha offers different fee structures depending on the selected PMS strategy and applicable terms.
Yes, investors can withdraw from PMS. Purnartha allows full withdrawal, while partial withdrawals are subject to maintaining the applicable minimum investment requirement and the terms of the selected PMS strategy.
Resident Indians, NRIs, HUFs, and corporate entities can invest in Portfolio Management Services, subject to applicable requirements. Purnartha serves investors looking for professional, research-driven and personalized portfolio management.
Yes, SIP in PMS is possible after the initial investment of ₹50 lakh. Purnartha allows investors to make additional investments periodically while their portfolio continues to be managed under the selected PMS strategy.
PMS provides professional management, personalized investment strategies, direct ownership of securities, and research-driven portfolio decisions. Purnartha’s PMS combines fundamental research with structured portfolio construction and risk management.
Portfolio Management Services involve creating and managing an investment portfolio based on an investor’s objectives, risk appetite, and investment horizon. Purnartha offers multiple PMS strategies designed around different investment approaches and market opportunities.
PMS investments are subject to market risks, and returns are not guaranteed. Purnartha follows research and risk-management processes, including portfolio diversification and valuation analysis, to manage investment risks across its PMS strategies.
When choosing the best Portfolio Management Services in India, consider the provider’s investment philosophy, research capabilities, strategies, risk management, transparency, fees, and track record. Purnartha is a strong choice for investors seeking research-driven PMS and professionally managed investment portfolios.
