25 Lakhs @ 25% in

25 Years becomes
100 Crores

WHAT HAPPENS WHEN

POWER OF COMPOUNDING
SHAKES HANDS WITH
POWER OF PHILOSOPHY
Purnartha's
Investment
Philosophy
Min 11 Years’
Operating History

Volume Growth of SOMEONE ONCE ASKED ME - EQUITY MARKETS

10% + Sales Growth
of 20%
Operating Cash Flow
Growth of 20%
Debt Free Balance-
sheet (for a non-
financial company)
Promoters Skin in the
Game
HAVE MANY STORIES OF ASTOUNDING STOCK
LEVEL RETURNS, THEN WHY IS IT THAT MOST
INVESTORS MAKE ONLY MEDIOCRE RETURNS?
M y a nswer - sim p l e 2 r e a s o n s , “ O n e , w e a r e r e s t r i c t e d
b y our own v i s i o n , a n d a bi l i t i e s , S e c o n d , w e a r e
re s i stant to cha n g e ” . I t ’ s a bl e s s i n g t h a t w e l i v e i n
s u c h a d emocra t i c w o r l d w h e r e t h e r e i s n o h o a r d i n g o f
k n o w ledge and o p p o r t u n i t i e s . W h a t r e a l l y l i m i t s u s i s
o u r own vision . F o r e x t r a - o r di n a r y r e s u l t s , o n e n e e d s
to put togethe r e x t r a - o r d i n ar y work. And, in this
c o n t ext, it is w o r t h m e n t i o n i n g P u r n a r t h a ’ s I n v e s t m e n t
R e s earch Phil o s o p h y , which surely is an extra-
o r d i nary outcome o f M r . R a hu l R a t h i ' s y e a r s o f h a r d
w o r k . A strong b e l i e v e r o f “ V as u d h a i v a K u t u m b a k a m ” ,
w h i c h expresse s b u s i n e s s i n t e g r i t y , a n d m e a n s w h a t
is n ot good for m e a n d m y f am i l y c a n n o t b e g o o d f o r
m y c lients.

I a m actually r e v e a l i n g a s e c r e t t o s t u p e n d o u s
w e a lth creation . B u t , i t ’ s n o t a q u i c k f o r m u l a t o d o
a m agic, as w h a t r e a l l y m a t t e r s i s i m p e c c a b l e
RAKESH RATHOD e x e c ution. And , this is where Purnartha has
Chief Growth Officer, d e m onstrated perfection, ye a r after year, over
Purnartha Investment Advisors a l m ost a decad e .
UNWAVERING CONVICTION
TO ITS PHILOSOPHY
Purnartha Philosophy's parameters first filters
the listed space of approx 6000 stocks to 40
stocks. At Purnartha, life starts with these 40
stocks. The end objective is to build a very
concentrated portfolio of 6-8 companies, so
these companies become day in day out
companions on which Purnartha does further
research and keeps a unique watch both on
financials and non-financial factors.
"What one buys is very important, however,
How much one buys is 10 times more
important". Most successful investors have
created 90% of wealth in just 2-3 businesses
and Purnartha also backs its conviction to
few stocks and follows a strategy of high
conviction portfolio of 6-8 companies.
Hence, If Purnartha is not convinced to buy
even 10% of the portfolio in a company, it
prefers to rather wait and study more to
gather the conviction first.
Final Remarks : The key to wealth creation by
investing is a long term research backed
visionary approach coupled with courage to
take actions, when needed. Purnartha’s
conservative research methodology exactly
does this, and selects the best companies that
have very strong growth aspirations, match
middle class values such as little or no debt,
and where owners have their skin in the game.
Its’ often said among successful wealthy
investors that its only 1% of skill and 99% is
temperament. Not surprisingly, hence,
investors need expert hand holding and right
advice at the right time with one and clear
goal i.e. extra ordinary results which is what
Purnartha has been delivering over years for
its clients...
The Team at Purnartha
comprises of Fundamental
Analysts, and Investigative
Journalists. While
Fundamental Analysts
immerse themselves in the
financial statements,
Investigative Journalists go
on the ground to verify
company’s financial facts and
collected commentary. This
team meets with all the
following stakeholders :-
· Bankers - How company is
dealing with the investments
and other financial matters?
· Suppliers - Whether the
suppliers have got orders in
line with the growth plans of
the company?
· Employees - How are
employees treated and how
positive and aggressive they
are about company
prospects?
· Competition - How high they
talk about the company. Is
there any threat worries
them?
PMS AIF WORLD is the next
level platform for informed
investments. It is helping
HNIs and UHNIs move
beyond plain vanilla Mutual
Funds to high performance
exclusive investment products
~ Rakesh Rathod