Deva Panambur

CFA®, CFP®
Retirement, Investing, Small Business
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“I am passionate about using my deep experience in financial planning and investment management to help successful professionals and business owners solve their financial and investment problems”
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- successful professionals and business owners. 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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  • Sarsi, LLC Introduction
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June 2018
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December 2017
    Investing, Financial Planning
June 2017
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    Investing
What is the difference between a hedge fund and a private equity fund?
100% of people found this answer helpful

There are several differences but the biggest I would say, is that hedge funds operate mostly in the public markets i.e. they make investments in securities such as stocks and bonds that are publicly traded in exchanges. On the other hand, private equity funds make private investments or buy publicly traded companies and take them private. (There are exceptions to the above, and some hedge funds do buy private investments and some private equity purchase public investments.)

There are other differences many arising because of the above difference: Hedge funds usually have a shorter time frame when making investments, their clients have a higher liquidity i.e. they can take their money out faster than from a private equity fund, hedge funds usually buy only a fraction of a company whereas private equity funds usually buy entire companies then improve their operational and financial performance, hedge funds may have a slightly different fee structure than private equity funds etc. 

Here is a presentation on introduction to hedge funds that I made: Click here 

 

December 2017
    Financial Planning, Estate Planning, Investing, Choosing an Advisor, Taxes
I'm 37 years old and paying $1,500 per month for a whole life insurance policy; is the high cost worth it for the low yield, or even promised long-term value?
100% of people found this answer helpful
May 2018
    Career / Compensation, Financial Planning, Retirement, Taxes
What tax strategies can I use to alleviate the amount I will owe in taxes on a lump-sum distribution from a non-qualified deferred compensation plan?
100% of people found this answer helpful
last month
    Banking
What is the difference between private equity and venture capital?
95% of people found this answer helpful
November 2017
    Banking, Career / Compensation, Debt, Estate Planning, 401(k)
What are the best investment options when having extra money and no debt?
80% of people found this answer helpful
last month