Purnartha PMS

Purnartha PMS Driven by commitment. Fuelled by trust.

[email protected] I www.purnartha.com
32/33 Rachna, Dr Ketkar Road, Off Karve Road, Erandwane, Pune - 411 004

Non-Individual Investment Advisor | IA SEBI Regn. No: INA000000672 | Validity: Perpetual
Email: [email protected] I Telephone: Principal officer - 020 49127100

PMS SEBI Regn. No: INP000007021 | Validity: Perpetual

For the complete list of office addr

esses and corresponding SEBI regional/local offices, please refer our website www.purnartha.com

Investment Advisory I Portfolio Management Services

Happy Holi 🫟
04/03/2026

Happy Holi 🫟

Foresight, patience, and built for generations, the lessons from Chhatrapati Shivaji Maharaj that guide us 🙏
19/02/2026

Foresight, patience, and built for generations, the lessons from Chhatrapati Shivaji Maharaj that guide us 🙏

09/02/2026

Ep. 7 | Curious how PMS fund managers pick stocks? 🕵️‍♂️ It’s 90% hustle, 10% applause.
We go beyond the numbers:
1️⃣ Business Sense Check
2️⃣ Leadership & Ground Verification
3️⃣ Financial Modeling & Valuation
4️⃣ Strategy Fit
👉 Want this discipline applied to your portfolio? Book a call via the link in bio.

02/02/2026

Ep. 6 | Why put all your money in stocks?
Introducing Purnartha One – a multi-asset PMS blending equity, debt, ETFs, REITs & more into one strategy.
Diversification, done for you.
👉 Share with an investor who needs balance.
Follow for more.

27/01/2026

Ep. 5 | Does market volatility keep you up at night? Here’s how our PMS stays calm.
In this episode, we break down our 4-part risk management framework:
1️⃣ Diversification
2️⃣ Position Sizing
3️⃣ Quality Bias
4️⃣ Long-Term Focus
Tap the link in our bio and understand how a disciplined PMS strategy manages volatility.

19/01/2026

Ep. 4 | Tired of missing midcap opportunities because you’re busy building your career or business? You’re not alone.
What if you could access a research-driven, actively managed midcap PMS strategy without doing the stock picking yourself?
Visit our website 👉 https://www.purnartha.com/contact to learn how Purnartha’s Dynamic Midcap PMS narrows 180+ stocks down to a focused portfolio of 18-25, so you don’t have to choose between FOMO and reckless investing.

12/01/2026

Ep. 3

Your PMS Manager Isn't Scrolling Social for Stock Tips.
This week reveals the Dynamic Midcap checklist – balance sheet test, growth path test, numbers matching story test.
No vibes, no hot tips, just fundamentals that must align.

05/01/2026

In Episode 2 of our PMS series, we talk about the mindset and philosophy that drive Purnartha's long-term equity decisions for clients in India.
As wealth grows, many HNI investors move from DIY investing to PMS and structured wealth management, but the real edge is in discipline, not shortcuts.
Does your current investing approach feel disciplined enough for the next 5 years?

🚀 We are Hiring: Pre-Sales Executive 🚀Join Purnartha Investment Advisers and kickstart your career in wealth management!...
17/11/2025

🚀 We are Hiring: Pre-Sales Executive 🚀

Join Purnartha Investment Advisers and kickstart your career in wealth management!

📍 Pune | 💼 0-3 Years Experience | 🎓 Freshers are also welcome

Ready to grow with us?

👉 Apply Now: https://lnkd.in/dcQemwvC

An effective management of one’s portfolio requires a dedicated team of experts. At Purnartha, we specialise in doing ju...
07/11/2025

An effective management of one’s portfolio requires a dedicated team of experts. At Purnartha, we specialise in doing just that for your financial growth.

Head to the link in our bio to explore our products now!
https://www.purnartha.com/Portfolio-Management-Services

A very Happy Guru Nanak Jayanti to each and everyone from team Purnartha. ✨
05/11/2025

A very Happy Guru Nanak Jayanti to each and everyone from team Purnartha. ✨

Investing can seem spooky at times, but the right guidance from experts can make it all simpler for effectively achievin...
31/10/2025

Investing can seem spooky at times, but the right guidance from experts can make it all simpler for effectively achieving your financial goals.

Happy Halloween!

Address

32/33, Rachna Bungalow, Drive Ketkar Road, Off Karve Road, Erandwane
Pune
411004

Opening Hours

Monday 9:30am - 6:30pm
Tuesday 9:30am - 6:30pm
Wednesday 9:30am - 6:30pm
Thursday 9:30am - 6:30pm
Friday 9:30am - 6:30pm
Saturday 9:30am - 5pm

Telephone

+919011055553

Website

Alerts

Be the first to know and let us send you an email when Purnartha PMS posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Purnartha PMS:

Shortcuts

Share

Category

Investment Success Story

Purnartha follows a proven formula for investment success

1) Long term investing – key for wealth generation 2) Identifying good companies – Purnartha Investment philosophy 3) Generated 51.10% CAGR since 1st April 2009 4) Maintain your quality of life and let our research experts crunch the numbers (Comprehensive Research team of analysts with Chartered Accountants with experience in the markets and on ground team meeting company management, suppliers, clients, distributors to provide inputs to analysis & model) 5) Flexible plans with a trade off between initial fees & profit sharing above hurdle rate 6) Seamless Client on-boarding and communication