Growth Style: Companies with high volume growth driving strong revenue, showing strong top-line and bottom-line growth of ~ 20%+
RoE Expansion: Companies improving in return on equity with potential to generate RoE of more than 15%+; higher than its cost of capital
Margin Expansion: Companies with margin expansion led by operating leverage, favorable product mix or companies recovering from sectoral downturn with potential to generate bottom line growth of ~18-20%+
Valuation & Momentum: Companies trading below its historical averages, lower than broader market, sector or peers or may look attractive on PEG basis having strong momentum
Moderately leveraged: Companies that are net cash or typically moderately leveraged with Debt-to-Equity ratio < 0.75
|
Mode of fee |
Initial advance fee charged at the time of onboarding (1st six months) |
Fees charged subsequently every 6 months till expiry of agreement |
Total Fee Plan(GST Extra) |
Tenure |
Access to Investment Counsellor (IC) Desk |
Service access through Relationship Manager |
Access to webinars, recordings, newsletters |
|
Fixed |
₹ 1,00,000 |
₹ 5000 |
₹1,00,000+(₹5000 x 5) = ₹ 1,25,000 |
3 Year |
2 Meetings with expert ICs in a year |
Yes |
Yes |
| SEBI Registration Details | |||
|---|---|---|---|
| Registered Name: | Purnartha Investment Advisers Private Limited | Purnartha AIF Series I | |
| Type of registration: | Non-Individual Investment Advisor | Portfolio Manager | Category III AIF |
| Registration No: | INA000000672 | INP000007021 | IN/AIF3/21-22/0893 |
| Validity: | Dec 26, 2013- Perpetual | Jul 23, 2020- Perpetual | NA |
| Other details: | Principal Officer: Devendra Phadke | Principal Officer: Rahul Rathi | Fund Manager: Rahul Rathi |
|
BASL Member ID 1682 Email: principalofficer-IA@purnartha.com Telephone (Principal Officer): 020 6901 7100 CIN.:U 72200 PN 2011 PTC 138994 Purnartha Trust Office No 001/002, Palms Square Building, 2nd Floor, Brigade Road, Opposite Brigade Tower, Bengaluru 560025 |
|||
| Particulars | Product | Document Type | |
|---|---|---|---|
| Portfolio Management Services | General | Brochure | Download |
| Pratham & Vision Strategy | PMS | One-Pager | Download |
| Dynamic Midcap Strategy | PMS | One-Pager | Download |
| Purnartha One Strategy | PMS | One-Pager | Download |
| Make In Bharat | IA | One-Pager | Download |
| Emerging India | IA | One-Pager | Download |
