- SEBI reg.
- INP000007021
- Services
- Discretionary
- Reported
- 30 Sep 2026
Purnartha Investment Advisers
₹2,288 Cr
Assets under management
1,934 clients · 7 strategies · 30 Sep 2026
Purnartha Investment Advisers managed ₹2,288 crore for 1,934 clients at 30 Sep 2026, across 7 strategies, most of it for domestic individuals and others. In September clients added ₹58.06 crore and withdrew ₹42.42 crore.
Key numbers
- SEBI registration
- INP000007021
- Discretionary AUM
- ₹2,288 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Purnartha Pratham Strategy formerly known as Long Term Equity with Concentrated Portfolio | Equity | ₹1,597 Cr | +14.93% | −2.33% |
| Purnartha Dynamic Midcap Strategy | Equity | ₹466 Cr | +3.39% | −2.33% |
| Purnartha Vision Strategy formerly known as Focused Equity | Equity | ₹190 Cr | +11.93% | −2.33% |
| Purnartha Wealth Strategy | Multi-asset | ₹27.19 Cr | — | — |
| Purnartha One Strategy | Multi-asset | ₹4.15 Cr | +2.55% | +2.21% |
| Purnartha Select Strategy | Equity | ₹3 Cr | — | — |
| Purnartha Make in Bharat Strategy | Equity | ₹0.83 Cr | — | — |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Who it manages money for
| Client type | Service | Clients | AUM |
|---|---|---|---|
| Domestic individuals and others | Discretionary | 1,708 | ₹1,865 Cr |
| Domestic corporates | Discretionary | 71 | ₹256 Cr |
| Non-resident Indians | Discretionary | 155 | ₹167 Cr |
Flows
- Inflow, Sep 2026
- ₹58.06 Cr
- Outflow, Sep 2026
- ₹42.42 Cr
- Net, Sep 2026
- ₹15.64 Cr
- Inflow, FY to date
- ₹256 Cr
- Outflow, FY to date
- ₹265 Cr
- Net, FY to date
- −₹9.64 Cr
Discretionary service. The financial year runs from 1 April.
Complaints
- Pending at start of month
- 0
- Received
- 0
- Resolved
- 0
- Pending at end of month
- 0
FAQs
How much does Purnartha Investment Advisers manage?
₹2,288 crore for 1,934 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Purnartha Investment Advisers have?
1,934 clients at 30 Sep 2026, mainly domestic individuals and others, domestic corporates, non-resident indians.
Which PMS strategies does Purnartha Investment Advisers offer?
It reported 7 to SEBI for 30 Sep 2026: Purnartha Pratham Strategy formerly known as Long Term Equity with Concentrated Portfolio, Purnartha Dynamic Midcap Strategy, Purnartha Vision Strategy formerly known as Focused Equity, Purnartha Wealth Strategy, Purnartha One Strategy, Purnartha Select Strategy, Purnartha Make in Bharat Strategy.
Is Purnartha Investment Advisers registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000007021.
Has Purnartha Investment Advisers had investor complaints?
In September it received 0 and resolved 0; 0 were pending at the end of the month.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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