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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June 2017
    Choosing an Advisor, Investing
April 2017

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    Investing
Is it safe to buy Bitcoin and how can I trade the currency to my advantage?
100% of people found this answer helpful

Hi, one has to differentiate between cryptocurrencies such as bitcoin and the technology behind it ie Blockchain technology. Blockchain technology is arguably very innovative and offers elegant solutions to a number of problems such as transactions, supply chain, information management etc. Firms such as IBM are now offering solutions to clients using Blockchain technology and large banks are adopting it for their transactions.

Cryptocurrenceis  themseleves are a bit more unclear and I would argue, are in their infancy. Bitcoin is just one cryptocurrency and there are over a 1000 other cryptocurrencies and many more are being offered every day. 

Bitcoin has had a incredible run over the large few years and stories abound about how much money you would have made had you bought it a few years ago. What those stories don’t touch on is the gut wrenching drops the currency has had between then and now- it was almost 90% down a few years ago. So, if you do plan on buying bitcoins remember that for a variety of fundamental reasons and especially because of the price volatility it is speculative with a very high volatility and there is a chance that you could loose a large percentage of what you put in. 

2 weeks ago
    Asset Allocation, Bonds / Fixed Income, ETFs
What is the appropriate risk in a balanced portfolio in the current environment?
100% of people found this answer helpful
2 weeks ago
    Investing
What information should I research about a company prior to investing in them?
100% of people found this answer helpful
2 weeks ago
    Investing
Where should I begin investing my inheritance?
100% of people found this answer helpful
1 week ago
    Retirement, Investing
What allocation strategy do you recommend for those approaching retirement?
100% of people found this answer helpful
4 days ago