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||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%|