Devendra Phadke, Portfolio Manager – Purnartha
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.
PMS Product Performance
| Company Name / Product Name |
Product Name | Fund Manager | Date of inception | AUM | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Purnartha Focused Equity | Focused Equity | Mr. Rohit Jain | 03 Mar 2021 | - | 2.0% | 6.9% | 2.9% | -4.3% | - | - | - | - | 9.6% |
| Purnartha Long Term Equity with Concentrated Portfolio | Long Term Equity with Concentrated Portfolio | Mr. Rohit Jain | 17 Sep 2020 | - | 2.8% | 9.9% | 5.8% | -4.1% | - | - | - | - | 13.1% |
Related Investments
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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