PUNE, 1 MARCH, 2023 (GPN): Pune-based investment adviser (Purnartha Investment Advisers Private Limited / Registration No: INA000000672) (hereinafter referred to as ‘Purnartha’), has partnered with smallcase to offer a new portfolio to retail investors.

Growth At Reasonable Price [GARP] smallcase is a portfolio of equities experiencing higher earnings or turnarounds from a sectoral cyclical downturn. The philosophy of the GARP smallcase is to invest in businesses that are experiencing earnings upgrades that indicate the potential for growth and seek such businesses that are available at a reasonable valuation with a medium-term investment horizon.

Devendra Phadke, Principal Officer, Purnartha said, “It is a moment of great pride for Purnartha as we open our research talent to the retail investors, having previously been

associated with the HNI and UHNI segment through our advisory and portfolio management services. The objective of GARP is to provide investors with an opportunity to tap into Purnartha’s research capabilities at retail prices as well as to be in a position to generate alpha in the given

investment horizon. GARP is a result of the integration of multiple investing styles while retaining Purnartha’s core investment value of investing in fundamentally sound stocks.”

Vasanth Kamath, Founder & CEO, smallcase said, “We are delighted to partner with Purnartha given their deep experience with providing portfolio solutions to retail & HNI investors for over a decade. It is a matter of great privilege to help them productize and publish their quality research in the smallcase form factor.”

The GARP smallcase is created by identifying businesses primarily from the Nifty 500 universe to construct a sector and market cap agnostic portfolio. Companies with earnings growth potential, robust corporate governance, and strong balance sheets with medium to low leverage are then

chosen. Based on the macroeconomic /sector/company-specific triggers, necessary actions beneficial to the portfolio are taken. A well-diversified, sector-agnostic portfolio mostly based on predefined qualitative and quantitative methods which select stocks with strong fundamentals,

and reasonable value offers opportunities for delivering better returns.

Purnartha Investment Advisers Pvt. Ltd. (hereinafter referred to as ‘Purnartha’), is a SEBI registered intermediary providing investment advisory Portfolio Management and Alternative Investment Fund services . We have 10+ years of experience in providing equity research services to global financial institutions.

smallcase is a financial technology company building a platform for direct

indexing & model portfolios of stocks & ETFs known as smallcases. In the last six years, smallcase has scaled to a user base of over 7 million and developed an ecosystem of 450+ businesses including India’s largest financial institutions. Headquartered in Bengaluru, smallcase is backed by leading investors including Sequoia Capital, Blume Ventures, Faering Capital, Amazon & HDFC Bank.