Information only. Not advice, not a marketplace.
1941 clients · 42 months · INP000007021
CAGR is Not reported below 12 filed months. Age is months with 1M returns, not calendar age. Missing AUM is unfiled in SEBI Table B, not a site bug.
| About the PMS | Details |
|---|---|
| Registration No. | INP000007021 |
| Date of Registration | 2020-07-23 |
| Registered since | 6 yr 2 mo |
| Principal Officer | Mr.RAHUL RATHI |
| Principal Officer Email | rahul@purnartha.com |
| Contact Number | 91-020-49127100 |
| Compliance Officer | Mr.AMOL DEO |
| Compliance Email | amol.d@purnartha.com |
| Address | Rachna Bungalow Dr Kelkar Road,Off Karve Road Erandwane,PUNE,PUNE,MAHARASHTRA,INDIA,411004 |
| Age | 42 months |
Strategies
Open a strategy, then add up to four to Compare.
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Showing 7 of 7 strategies
Trailing return from filed months
- 1Y
- 3.41%
- 3Y
- 10.90%
- 5Y
- Needs 60 months
Age: 41 months
Trailing return from filed months
- 1Y
- 17.51%
- 3Y
- 14.28%
- 5Y
- Needs 60 months
Trailing return from filed months
- 1Y
- 2.54%
- 3Y
- 7.06%
- 5Y
- Needs 60 months
Age: 23 months
Trailing return from filed months
- 1Y
- 14.91%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Age: 23 months
Trailing return from filed months
- 1Y
- 11.91%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Age: 4 months · Sparse · 4 mo
Sparse track recordNeeds 12 months
0.00
Needs 12 months
Needs 12 months
Needs 12 months
66.67
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Age: 2 months · Sparse · 2 mo
Sparse track recordNeeds 12 months
Needs 3 months
Needs 12 months
Needs 12 months
Needs 12 months
Needs 3 months
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Purnartha Investment Advisers Private Limited performance FAQ
How we show this firm's returns and risk on Know Your PMS.
- How has Purnartha Investment Advisers Private Limited performed?
- Purnartha Investment Advisers Private Limited PMS performance on Know Your PMS is shown as standardized strategy scorecards from SEBI month-end TWRR filings — CAGR, max drawdown, and risk-adjusted metrics when enough months are reported (latest filing month Aug_2026). Learn more
- Where do Purnartha Investment Advisers Private Limited returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings for listed strategies. We do not invent zeros for unfiled months. Learn more
- How many Purnartha Investment Advisers Private Limited strategies are listed?
- 7 strategies are currently listed. Open each strategy scorecard for CAGR, drawdown, and track-record detail. Learn more
- How do I re-underwrite a held or pitched Purnartha Investment Advisers Private Limited PMS?
- Open a strategy scorecard and read as-of plus track length first. CAGR needs at least 12 filed months. Add 2–4 strategies to Compare on the same as-of, then export an advisor pack. Know Your PMS is research-only. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Learn more