Devendra is the Principal Officer of Purnartha's Investment Advisory. 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-side equity 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.
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Devendra Phadke
Devendra is the Principal Officer of Purnartha's Investment Advisory. 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-side equity 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.
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Years of experience
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Frequently asked questions
Purnartha offers Investment Advisory Services with typically Mid and Large Cap portfolios of 10-20 stocks with an aim to generate superior returns for clients with a tenure of three to five years. Purnartha also offers Portfolio Management Services with custom plans to a varied audience.
Purnartha follows a philosophy-driven investment approach. We believe there are no shortcuts to wealth. Our aim is to provide services that are built on a strong foundation of knowledge and expertise and driven by the philosophy of "Vasudhaiva Kutumbakam."
A smallcase is a curated basket of stocks/ETFs* that reflects a certain objective (ideas, themes, strategies), backed by the research of the smallcase manager. You can invest in a smallcase in 2 clicks., *ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.
The smallcase manager decides who can invest in the smallcases created by them and can create two types of smallcases :, Exclusive smallcases : smallcases which require a subscription to the smallcase manager's Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form., Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.,
When you buy a smallcase, the index value is set to 100 on the buy day - this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.
There are no lock-in periods, so you may sell your smallcases anytime. As a concept however, smallcases work best when used for long-term investing.
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