Deva Panambur

CFA®, CFP®
Personal Finance, Investing, Small Business
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“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.

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December 2017
    Investing, Financial Planning
April 2017
June 2017
    Choosing an Advisor, Investing

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    Investing, Stocks
If a company reorganizes successfully after filing for Chapter 11 bankruptcy, can they be relisted on the New York Stock Exchange (NYSE)?
100% of people found this answer helpful

A company that emerges from bankruptcy can be re-listed on exchanges (Such as NYSE). However, there is no surety that the original shareholders will have any stake in the new company. When a company files for bankruptcy very often shareholders are wiped out because the company is insolvent ie their liabilities are greater than their assets. In most such cases, the original shares will cease to exist and debt holders, as well as other lenders and investors during bankruptcy get equity in the new business that emerges from bankruptcy. In some rare cases, the company is solvent and original shareholders get issued new shares, although most often their stake is highly diluted- if that is the case with the company you invested in, then you will get the new shares in exchange for the old shares.

One should be extremely careful while buying shares of companies that are nearing bankruptcy or are in bankruptcy. These securities are very risky and there is usually very little transparency or control of the bankruptcy process for small investors.

19 hours ago
    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
20 hours 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
    Financial Planning, Investing
What is the best time for someone to start investing?
81% of people found this answer helpful
5 weeks ago