Rupeeting
Rupeeting is a SEBI-registered investment advisor. We manage smallcases and also offer personalised advisory, helping investors build and manage stock and mutual fund portfolios. At Rupeeting, we are a bunch of fundamental analysts and managers, who are focussed on the long term. Our approach helps us keep our visions stuck to meaningful wealth creation over the years. Rupeeting is associated with Paterson Securities Group, which is one of the oldest stock brokers in India. Started in 1892, Paterson has a rich legacy of more than 100 years, and a presence across stock broking, wealth management and portfolio management services.
Rupeeting
Rupeeting is a SEBI-registered investment advisor. We manage smallcases and also offer personalised advisory, helping investors build and manage stock and mutual fund portfolios. At Rupeeting, we are a bunch of fundamental analysts and managers, who are focussed on the long term. Our approach helps us keep our visions stuck to meaningful wealth creation over the years. Rupeeting is associated with Paterson Securities Group, which is one of the oldest stock brokers in India. Started in 1892, Paterson has a rich legacy of more than 100 years, and a presence across stock broking, wealth management and portfolio management services.
Managed by
Sagar Lele, CFA
10+ years experience
Sagar has spent more than 12 years in the equity markets, across investment advisory, institutional broking and asset management.
His last stint was in fund management at Daiwa Asset Management, which is Japan's second largest AMC with an AUM of US$ 200 billion. He was responsible for generating alpha on the India-focused funds at Daiwa, and also advising on India investments across Daiwa's global funds.
He has also worked at Motilal Oswal Securities and Antique Stock Broking in institutional research, and has been part of the iconic Dalal Street Investment Journal, in the areas of research, investment advisory and portfolio management.
He is the founder of Rupeeting, and is also associated with the PMS and Wealth Management businesses at Paterson Securities Group.
He is a CFA charterholder, holds a masters degree in finance from University of Reading, and a bachelors in business from NMIMS.
Sagar has spent more than 12 years in the equity markets, across investment advisory, institutional broking and asset management.
His last stint was in fund management at Daiwa Asset Management, which is Japan's second largest AMC with an AUM of US$ 200 billion. He was responsible for generating alpha on the India-focused funds at Daiwa, and also advising on India investments across Daiwa's global funds.
He has also worked at Motilal Oswal Securities and Antique Stock Broking in institutional research, and has been part of the iconic Dalal Street Investment Journal, in the areas of research, investment advisory and portfolio management.
He is the founder of Rupeeting, and is also associated with the PMS and Wealth Management businesses at Paterson Securities Group.
He is a CFA charterholder, holds a masters degree in finance from University of Reading, and a bachelors in business from NMIMS.
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