Purnartha Investment Advisers

Overview

Purnartha Investment Advisers is a private investment firm based in Pune, India, specializing in equity investment advisory and portfolio management services. The firm offers personalized investment solutions to a diverse clientele, including high-net-worth individuals, non-resident Indians, and institutional investors. Their services encompass Portfolio Management Services (PMS), Investment Advisory, and Alternative Investment Funds (AIF), aiming to create wealth through long-term investments. The firm's investment strategy focuses on equity markets, targeting growth and late-stage investments primarily within India. Purnartha emphasizes a research-driven approach, providing clear, unbiased, and personalized investment advice. Their team comprises market analysts, sectoral advisors, and industry experts dedicated to identifying optimal investment opportunities that align with clients' financial goals. With over a decade of experience, Purnartha has built a robust track record in the financial services sector. The firm is registered with the Securities and Exchange Board of India (SEBI) as a Non-Individual Investment Advisor and Portfolio Manager, reflecting its commitment to regulatory compliance and investor protection. Purnartha's philosophy centers on long-term wealth creation, focusing on investments that offer sustainable growth and value appreciation over time.

Investment Focus

• Eligibility for PMS includes Resident Indians, Non-Resident Indians (with PIS account), Hindu Undivided Families (HUF), and corporate entities such as private limited, public limited, and partnership firms.