Our team at Purnartha consists of industry veterans from varied backgrounds. And their combined expertise gives Purnartha a smart perspective to strategize the perfect investment plan for each of our clients.
A Master of Science in Industrial administration from Carnegie Mellon University, USA, Rahul is an industry veteran with over 20 years of experience in investment and risk management. He serves on the board of directors of two listed companies and enjoys equity ownership in Capital Metrics and Risk Solutions. He is also a partner in the Beharay Rathi Group of Companies.
Rahul strongly believes in the credo that "In God we trust, everyone else brings data to the table." He believes in crunching data, analysing it and conducting in-depth research to gauge market trends. His single-minded focus on data science and his personal and professional legacy of creating wealth in the stock market has inspired the firm's fundamental investment philosophy.
Equipped with a Masters in Computer Science and an MBA and having worked with IBM Global Services and Hitachi Consulting, Hemant has over 15 years of experience in consulting, strategic planning and operations.
He has been an integral part of Purnartha's journey since the very beginning. Along with helping conceptualize blueprints related to business development, institutional tie-ups and enterprise expansion, he leads, strategizes and drives business initiatives in Purnartha.
To ensure that the firm grows, he stays on top of his game, identifying potential customers and market opportunities.
A former Executive Director of IBM India, Adesh brings over 30 years of experience in finance, technology and telecommunications. He holds several patents, has worked extensively on the SmartCity project in Vishakhapatnam and is an active member of the executive council of several educational institutes.
At Purnartha, Adesh is responsible for heading the client servicing team and IT initiatives. Under his aegis, the company has made a foray towards modernization of its technology structure, beginning with the rolling out of an all-new e-interface in 2018. His distinct vision, carefully planned strategies and meticulous execution provides the foundation and support to Purnartha in its onward journey.
A Chartered Accountant by profession and an ex-regional council member of the CA Institute, Dilip has worked for over 26 years at HDFC Ltd. He has also helped set up the first mortgage finance company in the private sector in Egypt. He brings his experience in handling retail operations, channel administration, deposit mobilization and corporate relations to the table.
At Purnartha, Dilip oversees compliance procedures, audits and drives projects relating to expansion of facilities and ramping up human resource processes, among other things. With a rich corporate experience across geographies in India and overseas, his focus now is to ensure that Purnartha's engine is always well-oiled and poised to handle growth in the future.
Deepak Soman holds a post-graduate degree in Management Studies and has over 29 years of experience working in India and overseas, primarily with HSBC Bank and Vodafone. He has managed various roles in customer experience development, call centre management, branch operations and project delivery areas. He has also been a corporate trainer and is currently a visiting faculty at various business management institutes in Pune.
At Purnartha, he is responsible for conceptualizing learning and development sessions for employees at all levels. As Purnartha goes from strength to strength, he brings restless energy towards improving client experience, taking Purnartha's unique investment philosophy to maximum clients and ensuring the loyalty of existing customers.
A postgraduate in advanced economic theory from the University of Calcutta and an MBA in finance, Tausif has enjoyed a successful stint at one of India's largest stock broking firm, Kotak Securities
As Purnartha's national sales head, he leads, co-ordinates, manages and supports the highly motivated sales team in introducing the firm's unique investment philosophy to clients. He is accountable for architecting and executing an effective and creative sales strategy. Using his rich experience and insight, he assists the sales teams to adapt to the ever-changing business landscape, shortening the sales cycle and enhancing win rates.
Devendra, a Chartered Accountant, has over 18 years of experience in working with Morgan Stanley, Thomas Weisel International and Multi-Act Asset Management. He is a proficient analyst with an expertise in buy-side equity research spanning emerging and developed markets.
As Purnartha's Portfolio Manager, he acts as the customer-facing flank of research. His ability to blend the top down macro view with a bottom up research approach ensures that the client understands the investment rationale and the investment strategy is lucidly communicated to the client.
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A rank-holder Chartered Accountant and a CFA charterholder, Anand has over 13 years of experience in equity and credit research, deal-making and investment management. He has led the Fundamental Research team at Credit Capital, a New Jersey-based long-short hedge fund. Subsequently, he joined Capital Metrics and Risk Solutions, where he led the buy-side equity efforts. Further, during his stint of six years at Brand Capital, he executed several private equity, venture capital and angel investment deals.
As Purnartha's Investment Director and Fund Manager, he helps structure and monitor the portfolio backed by in-depth research and investment insights. Anand also helps ensure the organization stays relevant and well-informed.
| SEBI Registration Details | ||
|---|---|---|
| Registered Name: | Purnartha Investment Advisers Private Limited | |
| Type of registration: | Non-Individual Investment Advisor | Portfolio Manager |
| Registration No: | INA000000672 | INP000007021 |
| Validity: | Dec 26, 2013- Perpetual | Jul 23, 2020- Perpetual |
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