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
HAVE MANY STORIES OF ASTOUNDING STOCK
10% + Sales Growth LEVEL RETURNS, THEN WHY IS IT THAT MOST
of 20% 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
Operating Cash Flow 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
Growth of 20% 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
Debt Free Balance- 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
sheet (for a non- 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
financial company) 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
Promoters Skin in the R e s earch Phil o s o p h y , which surely is an extra-
Game 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 Team at Purnartha
the listed space of approx 6000 stocks to 40 comprises of Fundamental
stocks. At Purnartha, life starts with these 40 Analysts, and Investigative
stocks. The end objective is to build a very Journalists. While
concentrated portfolio of 6-8 companies, so Fundamental Analysts
these companies become day in day out immerse themselves in the
companions on which Purnartha does further financial statements,
research and keeps a unique watch both on Investigative Journalists go
financials and non-financial factors. on the ground to verify
company’s financial facts and
"What one buys is very important, however, collected commentary. This
How much one buys is 10 times more team meets with all the
important". Most successful investors have following stakeholders :-
created 90% of wealth in just 2-3 businesses
and Purnartha also backs its conviction to · Bankers - How company is
few stocks and follows a strategy of high dealing with the investments
conviction portfolio of 6-8 companies. and other financial matters?
Hence, If Purnartha is not convinced to buy · Suppliers - Whether the
even 10% of the portfolio in a company, it suppliers have got orders in
prefers to rather wait and study more to line with the growth plans of
gather the conviction first.
the company?
· Employees - How are
Final Remarks : The key to wealth creation by
employees treated and how
investing is a long term research backed
positive and aggressive they
visionary approach coupled with courage to
are about company
take actions, when needed. Purnartha’s
prospects?
conservative research methodology exactly
· Competition - How high they
does this, and selects the best companies that
talk about the company. Is
have very strong growth aspirations, match
there any threat worries
middle class values such as little or no debt,
them?
and where owners have their skin in the game.
Its’ often said among successful wealthy PMS AIF WORLD is the next
investors that its only 1% of skill and 99% is level platform for informed
temperament. Not surprisingly, hence, investments. It is helping
investors need expert hand holding and right HNIs and UHNIs move
advice at the right time with one and clear beyond plain vanilla Mutual
goal i.e. extra ordinary results which is what Funds to high performance
Purnartha has been delivering over years for exclusive investment products
~ Rakesh Rathod
its clients...
