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Purnartha PMS (Portfolio Management Services) is a premier investment solution designed to cater to the diverse financial goals of investors.

Known for its expertise in equity investments, this PMS house offers a range of strategies tailored to maximize returns through research-driven portfolio management.

The Purnartha Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.

Purnartha PMS - Snapshot

Total AUM

Rs.2368.71 Cr.

1 Year Return

35.07%

Minimum Investment

Rs.50 Lakh

Experience

4 Years

Active Clients

1,849

Purnartha Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

4.06 / 5

Fees

3.86 / 5

Experience

3.90 / 5

Support

4.04 / 5

Facilities

3.94 / 5

Overall Rating

3.96 / 5

Star Rating


Overview of Purnartha Portfolio Management Services

Organization Type

Private

Head Office

Pune, Maharashtra

Founder

Rahul Rathi

Founded In (year)

2020

No. of Active Clients

1,849

Minimum Investment

Rs.50 Lakh

Investment Strategies

3

Purnartha PMS Returns or Performance

1 Year

35.07%

Nifty 50 - 1 Year

17.34%

3 Year

12.41%

Nifty 50 - 3 Year

13.57%

5 Year

NA

Nifty 50 - 5 Year

20.77%

Purnartha PMS Charges or Cost

Fixed Fees

No Fixed Fees

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

20% (if above 25% profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%

Purnartha PMS Investment Strategies

Strategy Name Pratham Fund Vision Fund Dynamic Midcap Strategy
Start Date 17-Sep-20 03-Mar-21 16-Feb-23
Category Multi Cap Multi Cap Mid Cap
Benchmark S&P BSE 500 S&P BSE 500 S&P BSE 500
AUM (Rs.) Not Disclosed Not Disclosed Not Disclosed
No. of Stocks 8 15 15
1 Yr. Return 37.97% 39.06% 28.17%
3 Yr. Return 12.30% 12.51% NA
5 Yr. Return NA NA NA
Fund Manager Mr. Rohit Jain Mr. Rohit Jain Mr. Rohit Jain

Top Portfolio Managers of Purnartha Portfolio Management Services

#1

Mr. Rohit Jain

Purnartha Portfolio Manager - Customer Support

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 7 Working days

Purnartha Portfolio Management - Investment Facilities

Custom Strategy

Not Provided

Strategy Switch

Not Provided

Switch Charges

1.15% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Not Provided

Early Exit

Provided

Early Exit Charges

3% within 1st Year

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Purnartha PMS - SEBI Details

SEBI Reg. No.

INP000007021

Contact Person

AMOL DEO

Telephone No.

020 4912 7100

Address

Rachna Bungalow Dr Kelkar Road, Off Karve Road Erandwane, PUNE, MAHARASHTRA, 411004

Starting Date

Jul 23, 2020

Purnartha Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Purnartha Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Purnartha PMS Backoffice or Dashboard Link

Web Platform

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