Purnartha Investment Advisers Crosses Rs. 1,000 Cr in PMS AUM

After establishing itself among the leaders in the investment advisory business, Purnartha entered into portfolio management services in September 2020. Since the launch of the service, Purnartha has managed to achieve Rs. 1,000+ Cr of assets under management.

Portfolio management services provide a customized investment portfolio across asset classes. Purnartha's PMS allows investors to access professionally managed equity investments with the objective of beating the underlying benchmarks and generating returns over the long-term. Currently, the company offers two distinct investment approaches to investors to suit their risk profile.

Speaking about the milestone, Mr. Hemant Vispute, Managing Director - Purnartha Investment Advisers Pvt. Ltd, said, "It is a matter of great honor and pride to achieve Rs. 1,000 Cr of AUM within 2 years of the launch of our portfolio management services. We started our services in the thick of the COVID-19 pandemic, finding a way out of operational, logistical and other challenges that came our way. However, we have steered past these troubled waters well, and continue to expand our operations across India - including Tier II cities and more. The achievement highlights our clients trust in the companys ability to navigate the market volatility."

Purnartha PMS is generally based on solid foundational investment principles with a rigorous filtering criteria that guides the businesses they choose to invest in. The fundamental investment principles are:

• Companies that are projected to demonstrate consistent volume growth across all business cycles.

• Companies that showcase consistent revenue growth based on their volume growth.

• Companies that show positive operative cash flow growth over a period of time.

• Companies that do not rely on debt to drive their operations, growth, or expansion.

Purnartha meticulously looks for businesses that satisfy these qualities to build a resilient market-cap and sector-agnostic portfolio aimed at long-term wealth creation. Furthermore, the company houses a well-experienced research team that monitors macro-economic trends to identify potential investment opportunities. Similarly, Purnartha also conducts on-ground channel checks, interacts with industry experts, and follows other due diligence to validate its findings.

About Purnartha

Purnartha's primary focus is to demystify the world of equity investments and create an ecosystem backed by unmatched expertise and transparency that aims to help people prosper and grow. Founded in 2011 as an investment advisory firm and headquartered in Pune, Purnartha Investment Advisers Pvt. Ltd. is backed by a team of industry veterans and subject matter experts. The company is functional across the country with nine regional offices in six states. Purnartha offers a range of equity related products including investment advisory, portfolio management services, and alternative investment fund.

For more information, please visit: www.purnartha.com.

Disclaimer: Investments in securities markets are subject to market risks and there is no assurance or guarantee that the objectives of the investments/investment products will be achieved.