Purnartha Investment Advisors Pvt Ltd
- Company typePrivate
- Founded2009
- HeadquartersPune, India
- Headcount251–500
- GTM typeB2C
- OfferingServices
Purnartha Investment Advisors Pvt Ltd firmographics
Firmographics- Name
- Purnartha Investment Advisors Pvt Ltd
- Legal name
- Purnartha Investment Advisors Pvt Ltd
- Website
- https://purnartha.com
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Ownership category
- akta.pro rank
Purnartha Investment Advisors Pvt Ltd industry classification
Industry- Product category
- Investment Advisory & Portfolio Management Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Institutional Consultants & Fiduciary Management (Investment Consulting) (FSAAAGAJ)
- akta.pro secondary industry
- Fiduciary Investment Management (Trust Portfolios) (FSAEAKAI)
Keywords
Where Purnartha Investment Advisors Pvt Ltd is headquartered
LocationHeadquarters
- HQ city
- Pune
- HQ country
- India
- HQ region
- Asia
Markets served
Purnartha Investment Advisors Pvt Ltd business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Portfolio Management Services (PMS): Purnartha generates revenue through Portfolio Management Services, offering customizable multi-asset, multi-cap portfolio strategies. The firm operates as a SEBI-registered investment advisory firm providing wealth management and investment advisory services to clients.
Go-to-market motion2 records
Distribution channels1 record
Marketing channels3 records
Purnartha Investment Advisors Pvt Ltd product offering
Product offeringCore offering
Purnartha is a SEBI-registered investment advisory firm providing Portfolio Management Services (PMS) to investors in India. The firm offers customizable multi-asset, multi-cap portfolio strategies spanning equities, debt, commodities, and REITs, employing proprietary VMS and QnQ decision-making frameworks for asset allocation and stock selection.
Differentiator
Problem solved
Functional benefit
Brands
- Purnartha One Strategy (POS): A customizable multi-asset, multi-cap portfolio targeting low-risk, stable returns and wealth preservation, benchmarked against the NIFTY Multi Asset Index. Uses VMS and QnQ frameworks.
- Pratham Strategy
- Dynamic Midcap Strategy
Products and services
- Purnartha One Strategy (POS) A customizable multi-asset, multi-cap portfolio strategy targeting low-risk, stable returns and wealth preservation. Employs a two-tier decision-making framework combining VMS (Valuation, Macro Outlook, Market Sentiments) for asset allocation and QnQ (Quantitative and Qualitative factors) for stock or mutual fund selection. The portfolio blends equities, debt, commodities, and REITs, and is benchmarked against the NIFTY Multi Asset Index. Targeted at Indian investors seeking diversified professional portfolio management.
- Pratham Strategy Equity-based portfolio management strategy offered by Purnartha Investment Advisers. Delivered nearly 10% returns in February 2026, emerging as the second-best performer among tracked PMS strategies on PMS Tracker. Targeted at investors seeking concentrated equity exposure with strong one-year and two-year performance characteristics.
- Dynamic Midcap Strategy Equity strategy targeting alpha generation of 3-4% over the Nifty Midcap 150 Index. The strategy actively reduced small-cap exposure from 30% to approximately 16% in response to stretched valuations and global tariff-related concerns. Targeted at investors seeking midcap equity exposure with disciplined risk management and benchmark-relative returns.
- Purnartha PMS Portfolio Management Services offered by Purnartha as a SEBI-registered investment advisory firm. Includes equity funds with strong one-year period performance and concentrated schemes outperforming over two-year periods. The umbrella PMS offering is supported by investment counselling and the firm's VMS and QnQ frameworks for asset allocation and stock selection.
Companies that use Purnartha Investment Advisors Pvt Ltd
Customer profileSegments3 records
Ideal customer profiles1 record
Purnartha Investment Advisors Pvt Ltd technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Purnartha Investment Advisors Pvt Ltd partnerships and signals
Strategic signalScale indicators3 records
Purnartha Investment Advisors Pvt Ltd competitors and assessment
Company assessmentMarket position
Customer concentration
Purnartha Investment Advisors Pvt Ltd social profiles
Digital presencePurnartha Investment Advisors Pvt Ltd financial estimates
Financial estimateRevenue estimate
Valuation estimate
Purnartha Investment Advisors Pvt Ltd leadership team
Management profileNumber of profiles
Profiles2 records
Purnartha Investment Advisors Pvt Ltd funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Purnartha Investment Advisors Pvt Ltd M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Purnartha Investment Advisors Pvt Ltd
What does Purnartha Investment Advisors Pvt Ltd do?
Purnartha is a SEBI-registered investment advisory firm providing Portfolio Management Services (PMS) to investors in India. The firm offers customizable multi-asset, multi-cap portfolio strategies spanning equities, debt, commodities, and REITs, employing proprietary VMS and QnQ decision-making frameworks for asset allocation and stock selection.
Is Purnartha Investment Advisors Pvt Ltd a public or private company?
Purnartha Investment Advisors Pvt Ltd is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Purnartha Investment Advisors Pvt Ltd founded?
Purnartha Investment Advisors Pvt Ltd was founded in 2009. It employs 251 to 500 people.
Where is Purnartha Investment Advisors Pvt Ltd based?
Purnartha Investment Advisors Pvt Ltd is headquartered in Pune, India, in the Asia region.
How does Purnartha Investment Advisors Pvt Ltd make money?
One revenue line is on record: portfolio Management Services (PMS).
Does Purnartha Investment Advisors Pvt Ltd have an API?
No public API is recorded for Purnartha Investment Advisors Pvt Ltd.
What industry is Purnartha Investment Advisors Pvt Ltd in?
Purnartha Investment Advisors Pvt Ltd's product category is Investment Advisory & Portfolio Management Services. Its primary akta.pro industry code is FSAAAGAJ, Institutional Consultants & Fiduciary Management (Investment Consulting), with a secondary code of FSAEAKAI, Fiduciary Investment Management (Trust Portfolios). Its NAICS code is 523940 and its SIC code is 6282.