Deva Panambur

CFA®, CFP®
Personal Finance, Investing, Small Business
93%
Helpful
197
Answers
3
Articles
27
Followers
“Deva Panambur, Managing Director with Sarsi, passionately seeks knowledge about his clients and their requirements so that he can help them achieve their goals and objectives.”
Firm:

Sarsi, LLC

Job Title:

Managing Director

Biography:

Deva Panambur, CFA®, CFP®  is the founder of Sarsi, LLC. Sarsi, LLC is an independent, fee only, Registered Investment Advisor, serving individuals and institutions. We primarily provide the following services: 1.Financial Planning: Overall financial situation of the client including cash flow, debt management, risk management/insurance, estate planning and tax planning. 2. Investment strategy 3. Asset allocation and risk management 4. Manager/Investment product selection 5. Investment monitoring and reporting.

Prior to founding Sarsi, LLC in 2010, Deva was a Senior Vice President/Partner at Executive Monetary Management (EMM), a wealth advisor with over $2Bn in assets that was a part of Neuberger Berman, before being spun off into an independent firm in 2009. At EMM, Deva led manager selection and due diligence and had joint responsibility for economic analysis, strategy analysis, portfolio management and risk management pertaining to investments of ultra high net worth clients and institutions.

Prior to joining EMM, he was a portfolio manager at the alternative strategies group of Merrill Lynch; a research analyst at Chesapeake Capital Corporation- a hedge fund; and a risk and business analyst at Deutsche Bank Asset Management where he supported various investment groups. He began his career at International Seaports Pte. Ltd. in international project finance in the Far East and the United States.

Deva earned a Bachelor of Technology from the Indian Institute of Technology, India, a Master in International Management from the Indian Institute of Foreign Trade, India, and an MBA from Thunderbird School of Global Management, Glendale, AZ. He has been awarded the Chartered Financial Analyst designation and is a CFP® professional.

He regularly provides expert advisory services to top consulting firms and asset management companies regarding the business and investment aspects of the investment industry. He is an Adjunct Professor of Personal Finance at Montclair State University in New Jersey and in his spare time trains candidates appearing for the  CFA exam.

Education:

MBA, Finance, Thunderbird (Arizona State University)
BTech, Metallurgy, Indian Institute of Technology

Fee Structure:

Fee only. Asset based and/or fixed.

CRD Number:

4632189

Disclaimer:

Sarsi LLC (“Sarsi”) is a Registered Investment Advisory Firm regulated by the State of New Jersey in accordance and compliance with applicable securities laws and regulations. Sarsi does not render or offer to render personalized investment advice through this newsletter. The information provided herein is for informational purposes only and does not constitute financial, investment or legal advice. Investment advice can only be rendered after delivery of the Firm’s disclosure statement (Form ADV Part II) and execution of an investment advisory agreement between the client and Sarsi.

Videos
  • Sarsi, LLC Introduction
All Articles
Sort By:
Most Helpful
December 2017
    Investing, Financial Planning
April 2017
June 2017
    Choosing an Advisor, Investing

All Answers
Sort By:
Most Helpful
    Choosing an Advisor, Stocks
How is the borrowing done in short selling, and what is the benefit for the borrowing broker?
100% of people found this answer helpful

In order to short a stock you have to borrow it. Your brokerage firm loans you the shares. The stock you borrow comes from either the firm’s own inventory, the margin account of other brokerage firm clients, or another lender. The brokerage firm charges you  stock loan fee. The more difficult it is to borrow the stock the higher the stock loan fee. 

You would sell a stock short if you believe its price will fall. So that you can then buy to cover at a lower price and make a profit. Short sellers identify these short candidates through their fundamental or technical research. 

If the price of the stock you have shorted goes up then you may have to cover at a higher price (Or make margin). How difficult it is to cover depends on the liquidity in the stock. Even if it is not difficult to cover, there may be a short squeeze (When heavily shorted stocks pop up in price when short sellers are rushing to cover all once) that may lead to big losses on the short position.

2 days ago
    Banking, Bonds / Fixed Income
In the movie The Big Short, how does Dr. Burry buy credit default swaps?
93% of people found this answer helpful
last month
    Investing, Taxes
If my Bitcoin investment climbs to $100,000, but my income remains under $50,000, will it still be tax-free as a long-term investment of more than one year for individuals in the 15% tax bracket?
83% of people found this answer helpful
3 weeks ago
    Personal Finance, Retirement
Should the amount you are saving for retirement impact your current quality of life?  
81% of people found this answer helpful
4 weeks ago
    Financial Planning, Investing
What is the best time for someone to start investing?
81% of people found this answer helpful
last month