Purnartha launches new PMS for multi-asset investment
Purnartha One Strategy (POS) — a multi-asset, multi-cap portfolio aimed at providing low-risk, stable returns through a diversified approach across different asset classes.
The company said in a press release that Purnartha One Strategy will focus on wealth preservation by utilizing a two-tier decision-making process for asset allocation and stock or mutual fund selection. At the first level, the portfolio allocates assets using a 3-factor VMS framework, considering Valuation, Macro Outlook, and Market Sentiments. This approach is designed to adjust the portfolio’s composition according to changing market and economic conditions, including factors such as GDP growth, interest rates, and inflation.
The second level of decision-making involves stock or mutual fund selection, driven by a QnQ framework that evaluates Quantitative factors like financial ratios and Qualitative factors such as peer comparisons, the company said.
Purnartha said that POS will provide a tailored approach to investors, allowing them to customize their asset exposure according to their preferences and financial goals. The portfolio will include a mix of large, mid, and small-cap stocks, alongside investments in equity, debt, commodities, and REITs. Its non-pooled structure ensures a personalized approach to portfolio management.
The company said the benchmark for the new strategy will be the NIFTY Multi Asset Index, which includes equity, debt, arbitrage, and REITs/INVITs with a 50:20:20:10 distribution.
Stock Trading
Masterclass on Value
