Purnartha Investment Advisers Private Limited • Equity
Purnartha Vision is an equity portfolio management service (PMS) strategy run by Purnartha Investment Advisers Private Limited, launched on 3 Mar 2021. As of 30 Sep 2026, it manages ₹190 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +11.93% over 1 year, +12.33% over 3 years and +7.79% over 5 years (+10.48% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 3.13 percentage points ahead of its benchmark. Its 3-year return ranks 193rd of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Rahul Rathi.
Ranked nearby on 3-year return: The Indian Economic Transformation Portfolio Systematic Rebalancing Option (+12.47%), Ambit Good & Clean MidCap Portfolio (+12.36%), India Ultra-Focussed Mid-Cap Growth Portfolio Series II (A2) (+12.30%), Agreya Total return Enhancer (+12.29%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -3.36% |
| 3 Months | -0.03% |
| 1 Year | +11.93% |
| 3 Years | +12.33% |
| 5 Years | +7.79% |
| Since Inception | +10.48% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callPurnartha Vision has a 1-year return of +11.93%, a 3-year return of +12.33%, a 5-year return of +7.79% and +10.48% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Purnartha Vision returned +7.79% against +8.91% for the BSE 500 TRI, 1.12 percentage points behind. Over 3 years it returned +12.33% against +9.20%; Over 1 year it returned +11.93% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Purnartha Vision's 3-year return of +12.33% ranks 193rd as of 30 Sep 2026.
Purnartha Vision is managed by Rahul Rathi at Purnartha Investment Advisers. The strategy manages ₹190 Cr of client assets as of 30 Sep 2026.
Purnartha Vision manages ₹190 Cr of client assets as of 30 Sep 2026.
The minimum investment for Purnartha Vision is ₹50 Lakhs.
Purnartha Vision was launched on 3 Mar 2021. It has a 5-year track record.
Description
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