Research-led managed portfolios and distinct equity-advisory products for wealthy investors, families and institutions.
Purnartha Investment Advisers provides portfolio management and separate equity-investment advice to wealthy investors, family offices, founders and institutions. The company dates its investment-advisory origins to 2011 and its PMS launch to 2020. Its current offering is research-led securities investing, rather than a general family-office administration or custody system.
The company's research process examines the business model, valuation and margin of safety, growth trajectory and channel checks. PMS involves an individually managed securities portfolio and direct ownership in the investor's demat account, subject to the selected mandate. This differs from merely buying a fund unit or receiving a list of investment ideas.
Purnartha ONE uses a valuations, macro-outlook and sentiment framework, with published allocation bands of 70–90% equity, 10–25% debt and 0–10% commodities. The stated inputs include index valuations versus interest-rate cycles, inflation/GDP forecasts, volatility and purchasing-managers' indices, GST collections and internal quantitative rankings. These are allocation ranges, not simultaneous maximum weights or a promise that market timing will prevent losses.
The ONE page also describes quality review of underlying managers and portfolios: tenure, track record, peer comparisons, sector exposure and style. Rohit Jain is named as fund manager there and as Dynamic Midcap fund manager on the team page. The actual strategy documents, instruments and current allocation should be checked rather than assuming that every product under the brand has ONE's multi-asset characteristics.
Separate investment-advisory products include Make In Bharat and Emerging India. Make In Bharat describes a diversified multicap portfolio of 12–18 securities selected for business fundamentals, revenue growth, margins and returns on equity. Emerging India describes a fixed-fee approach, expert guidance and growth-company research; no numerical tariff is stated in that service page. Advisory deliverables and execution authority should not be treated as identical to the PMS mandate.
The published legal footer identifies Purnartha Investment Advisers Private Limited, CIN U72200PN2011PTC138994. It discloses non-individual investment-adviser registration INA000000672 from 26 December 2013, BSE enlistment 1682, portfolio-manager registration INP000007021 from 23 July 2020 and mutual-fund-distributor ARN350732. These are the company's service-capacity disclosures, not an independent live-register audit or assurance of investment returns. Its 2021 Category III AIF milestone does not make the PMS and every advisory product the same legal fund.
The history page records PMS AUM passing ₹1,000 crore in 2022 and ₹2,000 crore in 2024. Those are dated milestones, not a current 2026 AUM. The About page's 10,000-plus family/community statement and the contact page's 1,000-plus families statement lack a reconciled common definition; neither is used as an independently verified client total or employee count.
Current official leadership includes Rahul Rathi, chairman and PMS principal officer; Rangarajan “Raghu” Sundaram, co-founder and mentor; managing director Hemant Vispute; Devendra Phadke, director and advisory principal officer; and CIO Sunny Arora. The team also names Rohit Jain and national sales head Tausif Ahmed. Existing professional records report Danish Afsar as regional head of wealth management; that retained association is distinguished from a freshly published corporate appointment.
The contact page describes 17 Indian offices, including Pune, Mumbai, New Delhi, Chennai, Kolkata, Bengaluru, Hyderabad and other named cities. The registered office is in Pune. The website offers Portfolio Insights and Purnartha Publish login routes, but the reviewed pages do not establish an external family-office SaaS product, a named custody integration or a full reporting specification.
The homepage states an initial PMS investment of ₹50 lakh and says periodic additions are possible after the initial amount. It lists resident Indians, NRIs, HUFs and corporate entities as potential investors subject to applicable requirements. Families should confirm current strategy-specific terms and jurisdictional eligibility; the website's own terms say its material is not intended for US persons or Canadian residents, so NRI eligibility is not universal.
The site says PMS fees can include management and performance-based components and vary by strategy. The advisory page's fixed-fee description does not establish the same arrangement for all PMS products. No complete numerical current tariff, performance-fee hurdle or strategy exit-load schedule is established in these reviewed pages.
Full withdrawals are described as permitted; partial withdrawals must retain the applicable minimum and comply with the selected strategy terms. The general website terms leave refunds and cancellation to each client's individual agreement. They are not a promise of costless immediate withdrawal from every portfolio. Portfolio losses, concentration, timing and transaction costs remain relevant even with professional management and direct ownership.
Contact servicedesk@purnartha.com. The Pune contact page gives +91 9011055553 and 33 Rachna, Bharati Niwas Society, Dr. Ketkar Road, off Karve Road, Erandwane, Pune 411004. The legal footer describes the registered location as 32/33 Rachna Bungalow at the same road/locality; confirm the precise unit before visiting.
For compliance matters it names Chandani Saruparia at compliance@purnartha.com and +91 20 6901 7100. The website links its investor-complaints route, SCORES and SMART ODR. A published contact route is not a response-time guarantee. For onboarding, agree strategy, eligibility, investment authority, fees, withdrawal terms and reporting access before transferring funds.
Its homepage states ₹50 lakh initially, with periodic additions possible thereafter. Confirm the selected strategy's current eligibility and terms.
No. ONE publishes equity/debt/commodity bands; other managed portfolios and advisory products have their own mandates.
Not necessarily. Emerging India describes a fixed fee, whereas the PMS FAQ discusses management and performance-based fees varying by strategy.
The site lists NRIs subject to requirements, while its website terms exclude material intended for US persons and Canadian residents. Confirm actual jurisdiction/product eligibility.
No. It is a dated company-reported PMS milestone, not a verified current aggregate.
PMS audience, minimum and withdrawals; history and legal disclosures; ONE framework; advisory products; team; website/jurisdiction and cancellation conditions; offices and contact. Reviewed November 2026.
Strengths. Specific portfolio-allocation and equity-research descriptions; Clear distinction between managed portfolios and advice; Named investment, advisory and compliance responsibilities; Useful threshold, jurisdiction and withdrawal qualifications.
Watch-outs. Historical AUM milestones are not current aggregate AUM; Different family/community counts lack common definition; Complete strategy tariff and exit schedule not established in reviewed pages; No named custody integration or independently certified investment performance.
Built for High-net-worth investors and family offices, Founders and CXOs, Resident Indians and eligible NRIs, HUFs, Corporate/institutional investors.
For investors wanting research-led management with direct securities ownership or separate equity advice. Homepage PMS initial₹50lakh; strategy and jurisdiction terms apply. NRI listing is not universal: website material excludes US persons and Canadian residents. No guaranteed returns.
Service: servicedesk@purnartha.com;Pune contact+91 9011055553. Compliance officer Chandani Saruparia: compliance@purnartha.com,+91 20 6901 7100; website investor-complaint/SCORES/SMART ODR routes. No numerical support SLA established. Published office address: 32/33 Rachna Bungalow, Dr. Ketkar Road, Off Karve Road, Erandwane, Pune 411004, India (registered office in legal footer; contact page says33 Rachna, Bharati Niwas Society—confirm precise unit).
Confirm strategy, entity/service capacity, suitability, jurisdiction, investment authority and fee/withdrawal agreement. Homepage permits full withdrawal; partial withdrawal must retain applicable minimum and strategy terms. Individual agreement governs refund/cancellation.
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