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Purnartha Investment Advisers Pvt Ltd
Purnartha Investment Advisers Pvt Ltd

Purnartha Investment Advisers Pvt Ltd

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AUM 2,385.07 Cr
(As on Jun, 2025)
No. of schemes4
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About Purnartha Investment Advisers Pvt Ltd

Purnartha Investment Advisers Pvt Ltd manages assets worth Rs 2385.07 crores. Its current offering of PMS schemes includes 1 Mid Cap, 1 Multi Asset and 2 Multi Cap And Flexi Cap schemes.

bt_logoPORTFOLIO MANAGERS

Rohit Jain
Rohit Jain
  • Schemes managed 3
  • Total AUM Undisclosed
  • Highest return in 1 year +10.01 %
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 +3.91 %
Profile

Mohit Khanna
Mohit Khanna
  • Schemes managed 1
  • Total AUM Undisclosed
  • Highest return in 1 year +8.71 %
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.

bt_logoFund Manager Interview Video

"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund19:21
"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 Funds3:24

bt_logoPMS SCHEMES

AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10%
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
4 Out of 20
Fixed Fee
1.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10%
Benchmark
NSE Multi Asset Index 2
Category
Multi Asset
Category Rank
5 Out of 20
Fixed Fee
1.75%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10% or 5%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
242 Out of 250
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10% or 5%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
247 Out of 250
Fixed Fee
No Option
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the total AUM managed by Purnartha Investment Advisers Pvt Ltd ?
The total AUM managed by Purnartha Investment Advisers Pvt Ltd is ₹ 2,385.07 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 Nippon Life India Asset Management Ltd in 1 year is Purnartha - Dynamic Midcap 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