Purnartha PMS was started in 2000 and is included in the premium category for PMS service providers. The organization handles an AUM of 1729.39 Cr and has more than 1200 clients working with them.

They are increasing their daily impact in their industry by providing the best investment options to the seekers. Although launched recently, they still have a colossal clientele to cater to.

Having their headquarters in Pune, the Purnartha was started by Rahul Rathi. They streamline their processes, instilling immediate trust even among beginners.

This article will study Purnartha Portfolio Management and learn about the company’s strategies, portfolio managers, strengths, weaknesses, etc.

Total AUM Rs.1729.39 Cr.
Avg. 1 Year Return 18.74%
Active Clients 1537
No. of Strategies 3
Minimum Investment Rs.50 Lakh
Experience 4 Years

Purnartha PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Pune, Maharashtra

Founder

Rahul Rathi

Founded In (year)

2020

Why Invest in Purnartha PMS?

Considering investing in Purnartha PMS, consider the below-listed pointers before making your final decision.

Here is the list of reasons you should invest in Purnartha portfolio management services:

  • On investing your money with the Purnartha Portfolio Managers, your first-year return will be 18.74%.
  • The exit load is decreasing as the investment term starts increasing. It means the organization promotes the idea that users should keep their money with Purnartha for the maximum term.
  • They have been in the industry for three years, and more than a thousand clients are already working with them. These numbers state that people believe in the brand and look forward to working with it.
  • The company provides support at all levels, leaving all queries answered. The allotted relationship manager can be contacted if there are any issues.

Purnartha Portfolio Management Service Performance or Returns

1 Year Return

18.74%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

NA

Nifty 50 - 3 Year Return

20.15%

5 Year Return

NA

Nifty 50 - 5 Year Return

11.52%

One thing that every investor is worried about is their investment returns. Knowing about the company’s past performance and returns is significant when you are a budding investor.

The Purnartha has achieved 18.74% to their investors in the first year, which is much better than the Nifty50- first-year return, i.e. 10.74%.

The company launched in 2000; the three-year and five-year returns are currently unavailable. However, as time passes, the company will also undergo evaluation based on those criteria.

As of now, the first-year Purnartha PMS returns are also commendable and have left behind one of the finest players in the industry.

Purnartha PMS Commission, Charges or Fees

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%

This section will discuss Purnartha PMS commission so you know how much you must pay them for its dedicated services. The organization does not charge any fixed fees.

Also, their variable AMC is just 1.5% of the fund value. If any investor makes a profit of more than 25%, then the uneven profit sharing is 20% with Purnartha.

Also, the exit load for the first year is 3%, the second year is 2%, and the third year is 1%. Investors should know about charges or fees before working with Purnartha.


Best Strategies by Purnartha Portfolio Management Services

Check out various strategies or Investment approaches provided by Purnartha Portfolio Managers.

Strategy Name Pratham Fund Vision Fund Dynamic Mid Cap 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 Year Return 38.03% 32.12% NA
3 Yr. Return 13.13% NA NA
5 Yr. Return NA NA NA
Fund Manager Mr. Rohit Jain Mr. Rohit Jain Mr. Rohit Jain

Purnartha portfolio managers’ strategies are unique and are created by considering the new-age investors.

They work with two strategies known as Pratham Fund, launched in 2020, and Vision Fund, established in 2021. In this section, we will study both strategies. Have a look:

Pratham Fund

Pratham Fund was officially launched on 17th September 2020 and hailed from the multi-cap category.

The fund works on eight stocks, analyses them, and shifts investments based on their performance.

Rohit Jain works as a fund manager for the Pratham fund. Also, the Pratham fund’s benchmark is the S&P BSE500.

Vision Fund

Vision Fund was launched on 3rd March 2021. It caters to the multi-cap category and works on fifteen stocks. All investors have received 32.12% returns for the first year.

The Vision Fund operates under Rohit Jain’s supervision. The benchmark for Vision fund is S&P BSE500.

Top Fund Managers of Purnartha PMS

#1

Mr. Rohit Jain

#2

NA

#3

NA

#4

NA

#5

NA

Fund managers play an essential part in any company working in the finance industry. They are the one who modifies investment patterns or guides people.

They form strategies to be followed for receiving the best returns. Let’s learn about top fund managers.

Rohit Jain

Rohit Jain is the top fund manager of PMS House. With a post-graduate degree in business management, he qualifies as a chartered accountant.

He has worked with Crisil and has 13 years of experience in finance. Rohit Jain remains updated with recent trends in taxation, compliance and auditing.

He has extensive financial sector knowledge and is striving hard to make Purnartha PMS one of the best companies to avail portfolio management services.


Purnartha Portfolio Managers SWOT Analysis

Every company has its strengths and weaknesses. If you are planning to invest your money in any company, you should know about it in detail to make the right decision with them.

Let’s look at the detailed SWOT analysis of Purnartha Portfolio Management.

Strength

  • Purnartha has built an AUM of 1321.8 Cr within three years of its launch.
  • The first-year return is about 18.74%, much better than its benchmark.
  • There are no fixed fees attached to the Purnartha PMS.
  • The company provides RM support to its customers so they can reach out for help whenever required.
  • NRIs can also invest and receive great benefits.

Weakness

  • The platform does not offer chat support, a valuable feature for use during odd hours.
  • The users cannot switch strategies; if they do, there are applicable charges.
  • Exit charges are there, and any new investor needs to consider them before withdrawing their investment.

Opportunities

  • Investors must invest at least 50 lakhs to start working with the PMS house. At times, it becomes difficult for beginners to fund such a huge amount.
  • The issue resolving TAT is about seven days, which is relatively high.
  • Investors cannot opt for strategy customization as this PMS does not support the feature.

Threats

  • Organizations face fierce competition from their existing players, who have been in the industry for many years.
  • Inflation poses a demotivating factor, and people start investing less in the market.
  • India’s unstable stock market also poses many hindrances for investors.

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Investment Facilities provided by Purnartha Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

1.15% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Not Allowed

Early Exit

Allowed

Early Exit Charges

3% within 1st Year

Purnartha portfolio manager offers many investment facilities to new investors. The company does not promote customization of strategies, and they are not allowed to switch strategies per their policies.

But sometimes, the applicable charges are 1.15% if an investor wants to switch. Purnartha allows discretionary and NRI investments.

The non-discretionary investments are not allowed. This PMS also permits early exit, and applicable charges are approx. 3% if the investor exits in the first year itself.

Purnartha Portfolio Management 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

Punatha Portfolio Management Services’ support services are among the industry’s best. All investors who are onboarded are provided with call and email support.

They do not support direct fund manager interaction or help them interact via chat. On sending a query, the investor must wait at least seven days for the resolution.

Their support services will help investors in solving their queries. It will help investors in reaching out to them when required.

Purnartha PMS Dashboard Link

Web Platform

Purnartha PMS dashboard will help you access your account and check your recent activities. Save the dashboard link with the user so they can access it anytime.

The dashboard lets users contact Purnartha and understand the company processes. Also, they keep the dashboard updated, ensuring investors face no issues and can monitor their performance.

The dashboard link can be accessed from any location. If you travel or visit another city, you can still access your dashboard from your machine.

PMS house comprehensive dashboard will help set goals and inform investors about their investments.


Purnartha PMS Login

Once we confirm the investor, we send a confirmation email with the login details. The login details help the investor to access their account.

Remember, you must not share this confidential information with anyone else. The Purnartha PMS login account, containing the investor’s business details, can be accessed anywhere.

The investor can check their monthly income and know about the new products launched by the company. The login process is simple and allows you to change the credentials if required.

Purnartha PMS Review or Ratings by Finec.in

Overall Rating

7.91 / 10

Portfolio Performance

8.11 / 10

Support

8.07 / 10

Facilities

7.87 / 10

Charges

7.71 / 10

Experience

7.79 / 10

Purnartha Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000007021

Contact Person

AMOL DEO

Email ID

amol.d@purnartha.com

Telephone No.

020 4912 7100

Address

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

Starting Date

Jul 23, 2020


How to Invest in Purnartha PMS?

To enroll with Purnartha PMS, the investor must check the eligibility criteria.

  • Applicants should be 18 years old.
  • The investor can be a NRI or can have an Indian nationality.
  • Also, they need to invest at least 50 lakhs to start working.

If you are through the above eligibility criteria, you can tap on the tab below, which is known as “Invest in PMS”.

A form will open up, and on filing the details, you will receive a call from the company executive in some time.

They will guide you on working with Purnartha upon receiving the call. You must submit your PMS agreement, POA, PAN number, and Demat account. Address proof is also needed.

On submitting the above-listed documents, you will receive a confirmation email with the necessary login details.

To invest your money in Purnartha, you need to have a look to go through the eligibility criteria stated above.

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Purnartha PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Purnartha Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory


Purnartha PMS – Conclusion

Purnartha PMS is joining the industry league of premium PMS players. They have devised their strategies so that every investor can invest their hard-earned money in the best way possible.

The Purnartha Portfolio Management has received over seven ratings for all the sectors. More than 1200 clients are working with them. They are doing great and are providing the best services to their clientele.

In the upcoming years, Purnartha will try to bring the best results for its investors and surpass the benchmark with flying colours.


FAQs on Purnartha Portfolio Managers

Here is the list of FAQs related to the Purnartha Portfolio Management Services.

Which is the Best Strategy for Purnartha PMS?

Purnartha Fund offers two strategies, i.e., Pratham Fund and Vision Fund. Although Purnartha recently launched, we cannot frequently analyze their strategy.

But so far, Pratham Fund has generated 21.79% returns for the first year & Vision Fund, a 15.68% return.

The investor can speak to their relationship manager and seek advice to choose the best as per their portfolio.

What is the Minimum Investment in Purnartha Portfolio Managers?

Purnartha Portfolio Managers, for the minimum investment, requires any applicant to invest at least 50 lakhs. PMS product requires a higher investment than any other investment product.

What is the Return of Purnartha PMS?

The one-year return is about 18.75% on average. However, it will entirely depend upon the strategy chosen by the investor.

Is Purnartha Portfolio Management good?

Yes, their services are suitable for new and old investors. Their yearly returns are good, and they have been able to help people in receiving great returns.

What is the fixed commission of Purnartha Portfolio Management?

There is no fixed fee with the PMS house. For variable AMC, they are charging 1.5% of the fund value.

Is a Demat account mandatory for Purnartha PMS?

Yes, a Demat account is necessary to start working with Purnartha PMS.

What are the Exit Charges of Purnartha Portfolio Management?

There are exit charges for the Purnartha portfolio management services. The exit charges for the first year are 3.00%, for the second year they are 2.00%, and for the third year they are 1.00%.

If investing in PMS for the first time, take care of the exit charges.

Who are the current fund managers of Purnartha PMS?

Rohit Jain works as the fund manager. He has decades of experience working with equity markets and shaping the organization’s strategies.

What is the AUM of Purnartha Portfolio Management Service?

The asset under management is Rs.1321.84 Cr. The best part is they have achieved it within three years of their inception.

Do Purnartha Portfolio Managers Charge Variable Commissions?

PMS house offers a variable commission of 1.5% of the fund value.


 

Customer ratings and reviews of Purnartha PMS

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