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

• 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.

Focused Equity

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.