Purnartha is an independent investment advisor that provides long-term equity research and asset management services. They focus on investing in high-quality companies with consistent growth, low debt, and significant owner holdings. Their portfolio has generated a 57.80% CAGR since 2009, significantly outperforming the NIFTY index. Purnartha has a team of 13 research analysts and offers various SEBI-registered investment plans with different fee structures and profit-sharing arrangements above specified hurdle rates. They provide ongoing communication and portfolio reviews to help clients achieve their wealth creation goals through long-term investing.

1. 1
Celebrate life with Purnartha
Your Trusted Investment Advisor

2. 2
 Asian Paints
 HUL
 ITC
 HDFC
 Bajaj Auto
Confidential
Long term investing – key for wealth generation
“I never attempt to make money on the stock market. I buy on the
assumption that they could close the market the next day and not
reopen it for five years”
…Warren Buffet
And
being
lazy!!
Investing
in good
companies
Proven
formula
for
success
† Have growth aspirations
† Middle class values
(e.g. very little or no debt)
† Owners have skin in the
game

3. 3
Investing in a universe consisting of non-cyclical
companies
Identifying good companies – Purnartha investment
philosophy
– Which are likely to grow at 1.5x to 3x volume growth
consistently across all cycles (on a conservative side,
India’s real GDP to grow at 5%)
– Having a reasonably large owner holding (i.e. owners have
skin in the game)
– Having low drawdowns and faster recovery
– Which are debt free/ have a very low debt (growth
funded by clients rather than debt)
Confidential

4. 4
Generated 57.80% CAGR since 1st April 2009
Confidential
Purnartha portfolio*
NIFTY
* - Audited report available on request

5. 5
Maintain your quality of life and let our research experts
crunch the numbers
Confidential
Research team of 13 Analysts
 5 Chartered accountants with experience in markets
 3 on ground team meeting company management, suppliers, clients, distributors to provide inputs to
analysis & model
 5 analysts
– Whose areas of work include: Financial modeling, fundamental analysis, technical analysis,
industry research, management interaction
– Whose work experience includes: Morgan Stanley on the proprietary desk, Emerging Market
analyst in a MNC
Investment Manager – Rahul Rathi
Rahul has been responsible for delivering investment performance at Purnartha. The sustained
performance is due to Rahul’s experience and investment in people, processes and data which he has built
from ground up. Rahul’s experience in investments comes from working closely with large successful hedge
funds in US & Europe , managing his own factory and family business.
Rahul is an undergraduate in engineering from University of Pune and has a Masters in Business
Administration from Carnegie Mellon University (USA)
Performance product for tracking
Large database to evaluate regimes
Analytics team to look at market structures

6. 6
Purnartha – your trusted investment advisor
Confidential
Independent, unbiased advice
Research Capability
Investment philosophy
Communication platform
Wealth
Creation

7. 7
SEBI registered, independent investment advisor. Providing
equity research, asset analytics services to institutional &
geographically diverse clients since 2002
SEBI registered. Independent, unbiased advice
Confidential

8. 8Confidential
Plans offered
Plans 1 2 3 4 5 6
Initial Fee
(% of AUM)
2.50% 2.00% 1.75% 1.50% 1.00% 0.60%
Hurdle Rate
(Annual)
25% 15% 12% 10% 6.33% 0%
Profit sharing %
above hurdle rate
20%
† Flexible plans with a trade off between initial fees & profit sharing above
hurdle rate

9. Client on-boarding and communication
Client sign up
 Investment objectives
 Risk profile
 Return expectations
Re-structuring current
portfolio/
Building a new portfolio
Purnartha recommends asset allocation
& holdings based on
market outlook and risk profile
Follow ups and periodic
communication
Periodic portfolio
review meetings
 Portfolio re-balancing
 Latest updates and insights
Event based
BUY/ SELL actions
 Communication via
phone/ e-mail
Daily
communication
 Morning call
 Portfolio
performance
9

10. Disclaimer: The content in this document is provided for informational purposes only. No material should be considered as investment advice directly, indirectly, implicitly, or in any
manner whatsoever. CapMetrics accepts no liability whatsoever for any direct or consequential loss or damage arising from any use of any information in this document. The
information and content in this document are subject to change without notice.
CapMetrics Technology Solutions Pvt. Ltd., 'Construction House' 796/189 B, Bhandarkar Road, Deccan Gymkhana, Pune 411 004.
www.purnartha.com
For more information, please call our toll free number 1800-266-0161 or e-mail us at support@purnartha.com