Purnartha Investment Advisors
|Year of Inception||2009|
|Number of Stocks||6-8|
|Investment Horizon||Long Term|
|Fund Managers||Rahul Rathi|
About Fund Managers
Chairman & Fund Manager, Purnartha Investment Advisers
Rahul Rathi has 15 years of investment and risk management experience gained from working with global investment institutions. His professional and personal legacy of creating phenomenal wealth in the stock market has inspired Purnartha’s fundamental investment philosophy. With a Master of Business Administration degree from Carnegie Mellon University, USA, and a Polymer Engineering degree from the University of Pune, Rahul has groomed and led a qualified and experienced research team with a stellar performance track record.
Concentrated Portfolios aiming at Long Term Returns
Targeted Sectors Allocation
- A company strategy that doesn’t depend on borrowing money to expand (except in the Banking, Financial and Insurance sectors). This shows the company’s edge over the competition.
- Strong volume growth is expected over the coming years. Purnartha describes the structural factors that enable and sustain this volume expansion.
- Using the interests and cognitive processes of business owners. Purnartha determines who is in charge of the firm’s future and works to determine whether that person’s interests align with moving the company forward.
- Our investigation team does extensive channel checks to get a sense of the corporate culture.
- On the basis of an internal valuation matrix, Purnartha constructs an appropriate portfolio.
Purnartha employs a bottom-up, high conviction strategy with the intention of producing alpha for our clients. The investing strategy tries to choose businesses that exhibit volume growth during all economic cycles, have solid balance sheets, and have owners with stakes in the business.
Long-term Concentrated Equity
With this strategy, Purnartha wants to build a diversified portfolio with solid fundamentals that are independent of market cap and industry.
Purnartha Investment Advisers Pvt. Ltd works on an investment approach that is guided by philosophy. The ideology that there are no shortcuts to wealth is what Purnartha Investment Advisers Pvt. Ltd stands by. Purnartha Investment Advisers Pvt. Ltd stands for long-term investments. They focus on investing in non-cyclical companies. They believe that the middle-class values of growth without debts are what ensures better and greater returns.
While filtering companies for investing, they focus on a few parameters. Purnartha Investment Advisers Pvt. Ltd only considers non-cyclic companies with a high growth record and potential. They explicitly invested in companies with a growing volume of 10% or more, revenue growth of 15% or more, and an OCF growth of 20% or more.
Purnartha Investment Advisers Pvt. Ltd also focuses on net cash companies, i.e. zero net debt. Net cash companies are companies that are growth funded by internal accruals instead of debt. Another criterion set by Purnarth is that they invest only in companies with their owners with skin in the game.
They believe a company’s potential cannot be judged by the stock prices alone; its history, business model, volume growth, and company management need to be analyzed. Also, practical evidence such as on-field checks and forensic analysis is essential to conclude investing in any company. Research analytics on any company is incomplete with our logical, statistical, and in-depth understanding of over 11 years of the business cycle to recognize the appropriate equities for investment.
What is the investment philosophy of Purnartha Investment Advisers Pvt?
Purnartha Investment Advisers Pvt. Ltd works on a philosophy-guided investment approach. Purnartha vouches for the middle-class values of growth without debts which ensures better and greater returns. They only work in long-term investments of non-cyclical companies. Purnartha Investment Advisers Pvt. Ltd only considers companies with a growing volume of 10% or more, revenue growth of 15% or more, and an OCF growth of 20% or more. They also focus on zero net debt companies. Purnartha only invests in companies that have their owners invest in the companies themselves.
Which investment horizons does Purnartha Investment Advisers Pvt. Ltd. caters to?
Purnartha Investment Advisers Pvt. Ltd. has confidence in the ideology that there are no shortcuts to wealth. They only cater to long-term investment horizons, i.e. long-term investments. Therefore the horizon should be 3-5 years
How does Purnartha Investment Advisers Pvt. Ltd. for an excellent portfolio?
Purnartha Investment Advisers Pvt. Ltd. can manage risks while creating portfolios with a combination of high returns and diversification owing to the criteria that they have set for companies to invest in. Purnartha only invests in non-cyclical companies with a 10% or more growth volume, 15% or more revenue growth, and 20% or more OCF. They only take into consideration zero net debt companies. Purnartha invests in companies that have their owners invest in them.
How is Purnartha Investment Advisers investment ideology beneficial to the clients?
Purnartha Investment Advisers Pvt. Ltd. believes in the ideology that there are no shortcuts to wealth. They only invest in long-term investments of non-cyclical companies which have been filtered based on the criteria that they have set, which facilitates creating excellent portfolios for their clients. Purnartha’s ideology heavily relies on middle-class values of growth without debts to ensure better and greater returns which are better and reliant for clients
What are the critical factors which Purnartha Investment Pvt. Ltd. looks for while investing in a company?
Purnartha Investment Advisers Pvt. Ltd. invests only in non-cyclical companies with a 10% or more growth volume, 15% or more revenue growth, and 20% or more OCF. They only consider net cash companies. They invest in companies that have their owners invest in them.
What product is served by Purnartha Investment Advisers Pvt. Ltd. to its clients?
Purnartha Investment Advisers Pvt. Ltd. serves and provides investment advisory and portfolio management services.
Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.