- Manager
- Purnartha Investment Advisers
- Service
- Discretionary
- Asset class
- Multi-asset
Purnartha Wealth Strategy
₹27.19 Cr
Assets under management
Reported to SEBI · 30 Sep 2026
Purnartha Investment Advisers’ Purnartha Wealth Strategy managed ₹27.19 crore across its clients at 30 Sep 2026.
Key numbers
- AUM
- ₹27.19 Cr
- Benchmark
- NSE Multi Asset Index 2
- Turnover, past year
- 0.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NSE Multi Asset Index 2 | Difference |
|---|---|---|---|
| 1 month | −1.26% | −2.85% | +1.59% |
| Since inception | −1.26% | −3.04% | +1.78% |
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.
Portfolio mix
- Mutual funds81.40%₹22.13 Cr
- Cash and other18.60%₹5.06 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹21 Cr
- Outflow, Sep 2026
- ₹1 Cr
- Net, Sep 2026
- ₹20 Cr
- Net, FY to date
- ₹27.50 Cr
- Turnover, month
- 0.57×
- Turnover, past year
- 0.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Purnartha Wealth Strategy returned?
As reported for 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −1.26%; Since inception: −1.26%.
How much does Purnartha Wealth Strategy manage?
₹27.19 crore at 30 Sep 2026, as reported to SEBI.
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.
Who manages Purnartha Wealth Strategy?
Purnartha Investment Advisers, a SEBI-registered portfolio manager (INP000007021), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
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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