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.
Meet Mr. Rahul Rathi, who has created a legacy of his own with 15 years of experience in the field of investment and risk management. Having worked with global investment solutions and risk management for funds with an AUM of over $2 billion, he is our store house of ideas and guide to effective investment strategies. It is with his dexterity of growing wealth in the stock market, that Purnartha's investment philosophies have taken shape.
Rahul holds Master's Degree in Business Administration from Carnegie Mellon University, USA and Polymer Engineering Degree from the Pune University. Rahul is the Fund manager and Principal Officer for Purnartha's Portfolio Management Services.
Hemant Vispute is the one who has helped shape Purnartha into what it is today. Being a part of our journey, right from the first step of the way, he excels in consulting, strategic planning and operations. A visionary and a leader par excellence with experience working with global companies in India and overseas, he guides and instructs the Purnartha team and brings forth their best.
He has 20 years of experience in consulting and financial planning with global companies such as IBM and Hitachi. He also specializes in conceptualizing with care business development and expansion strategies.
To ensure that the firm grows, he stays on top of his game, identifying potential customers and market opportunities.
A Chartered Accountant and a commerce graduate from Pune University. Devendra Phadke has over 18 years of experience in Equity Research.He is a proficient analyst with more than a decade of experience in buy-sideequity research spanning emerging and developed markets such as India, China, Brazil and US and Europe.
Previously, he has worked with Morgan Stanley,Thomas Weisel International and Multi-Act Asset Management. Devendra is the Principal Officer Purnartha's Investment Advisory Services.
+91 20 4912 7100
An IIM Ahmedabad graduate with a PhD from Cornell University, Raghu Sundaram is a Dean at New York University's Stern School of Business. He has worked with major Wall Street firms and possesses an incomparable background in derivatives and credit research, providing finesse to the equity research at Purnartha. He has been the recipient of prestigious awards and has led the launch of several programs at the University. Raghu is the author of two books and has been an extensive contributor to various prestigious publications.
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 qualification, Sameer has around 11 years of experience in the financial services industry. He has also cleared his CPA exam from Colorado University, USA. Over his career, Sameer has worked with global companies such as Credit Suisse and WNS, specializing in consulting, financial modelling, due diligence and risk evaluation of investment.
At Purnartha, Sameer heads the Products and Strategy team. A hands-on executive, he has been instrumental in creating and building sustainable and scalable process teams to supplement system efficiencies. Similar to his prior roles, he is also involved in technology advancement, process improvement and automation initiatives at the organisation level.
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.
| 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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CIN.: U 72200 PN 2011 PTC 138994 BASL Member ID 1682 Email: principalofficer-IA@purnartha.com Telephone (Principal Officer): 020 6901 7100 |
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