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Purnartha Investment Advisers Pvt Ltd
Purnartha Investment Advisers Pvt Ltd

Purnartha Investment Advisers Pvt Ltd

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AUM ₹ 2,009.02 Cr (As on Feb, 2025)
No. of schemes 4
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About Purnartha Investment Advisers Pvt Ltd

Purnartha Investment Advisers Pvt Ltd manages assets worth Rs 2009.02 crores. Its current offering of PMS schemes includes 1 Multi Asset, 2 Multi Cap and 1 Mid Cap schemes.

Portfolio MANAGERS

Rohit Jain
Rohit Jain
  • Schemes managed 3
  • Total AUM Undisclosed
  • Highest return in 1 year +4.64 %
Profile

Fund Manager Profile: Rohit is a Chartered Accountant and holds a Post-graduate diploma in Business Management. He has worked with CRISIL (an S&P Global Company) and Systematix Shares among others and carries over 13 years of experience in Equity Research for Institutional investors. Over the years, he has built extensive knowledge in financial modeling and valuations with sector expertise across major industries. Rohit also keeps himself updated on the latest developments on taxation, auditing, and compliance, which only adds to his existing wealth management and market know-how.

Rahul Rathi
Rahul Rathi
  • Schemes managed 2
  • Total AUM Undisclosed
  • Highest return in 1 year +4.64 %
Profile

Mohit Khanna
Mohit Khanna
  • Schemes managed 1
  • Total AUM Undisclosed
  • Highest return in 1 year 0.52 %
Profile

With over 15 years of extensive market experience, Mohit Khanna stands out as a seasoned equity analyst and fund manager. His career has seen him cover multiple sectors, providing in-depth analysis and strategic insights that have significantly contributed to the success of the teams he has been part of. Mohit's journey has taken him through key roles at Banyan Capital and Future Generali Life Insurance in Mumbai, where he honed his skills and deepened his market knowledge. Before associating with Purnartha, Mohit also made a mark as a corporate trainer at ICICI Securities, where he shared his expertise in equity markets with aspiring professionals. His passion for teaching and his ability to demystify complex financial concepts have been highly valued by his trainees. Mohit's impressive academic background includes two MBA degrees. He holds an Executive MBA in Finance from the prestigious Indian Institute of Management (IIM) Calcutta and a full-time MBA in Financial Planning from the International College of Financial Planning (ICoFP) in Delhi.

FUND MANAGER INTERVIEWS

"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund 19:21
"Over 50% Return In 1 Year! Here's All You Need To Know About Dividend Yield Mutual Funds
Over 50% return in 1 year! Here's all you need to know about Dividend Yield Mutual Funds 3:24

PMS Schemes

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Purnartha One Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10%
Benchmark
NSE Multi Asset Index 2
Category
MULTI ASSET
Category Rank
11 Out of 19
Fixed Fee
No Option
Purnartha - Vision Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
36 Out of 171
Fixed Fee
No Option
Purnartha - Pratham Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
51 Out of 171
Fixed Fee
No Option
Purnartha - Dynamic Midcap Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10%
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
19 Out of 23
Fixed Fee
No Option
Scheme Name Category Category Rank Scheme Return Benchmark Return Benchmark AUM (Rs Cr) Hurdle rate Fixed fee
Purnartha One Strategy
11Out of 4
-7.12%
NSE Multi Asset Index 2
-1.11%
NSE Multi Asset Index 2
0.00
25% or 10%
No Option
Purnartha - Vision Strategy
36Out of 4
-7.40%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
0.00
25% or 10%
No Option
Purnartha - Pratham Strategy
51Out of 4
-7.85%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
0.00
25% or 10%
No Option
Purnartha - Dynamic Midcap Strategy
19Out of 4
-12.02%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
0.00
25% or 10%
No Option
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQs

What is the total AUM managed by Purnartha Investment Advisers Pvt Ltd ?
The total AUM managed by Purnartha Investment Advisers Pvt Ltd is ₹2009.02 crores
What is the total number of schemes managed by Purnartha Investment Advisers Pvt Ltd ?
The total number of schemes managed by Purnartha Investment Advisers Pvt Ltd is 4
What is the best performing PMS scheme of Purnartha Investment Advisers Pvt Ltd in 1 year ?
The best performing PMS scheme of Purnartha Investment Advisers Pvt Ltd in 1 year is Purnartha - Vision Strategy.
What is the best performing PMS scheme of Purnartha Investment Advisers Pvt Ltd in 3 years?
The best performing PMS scheme of Purnartha Investment Advisers Pvt Ltd in 3 years is Purnartha - Pratham Strategy
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