Chaitanya Devpurkar

Equity Research Analyst at Paterson PMS | CFA L1 | FRM PART 1

Role: Equity Research Analyst at Paterson
Location: Mumbai, MH, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Equity Research Analyst
Paterson
Jan 2024 — Present · Mumbai, IN
Part of the founding team at Paterson PMS, contributing from inception to crossing Rs. 100 crore+ in AUMLed equity research for both PMS and Smallcase platforms, covering stock selection, initiating coverage reports, and quarterly updatesBuilt and maintained detailed financial models, incorporating insights from earnings calls and management interactionsSector focus: BFSI, IT, Autos, Internet, and Telecom – tracking key developments, regulatory changes, and company-specific newsSupported investment decisions by aligning stock-level research with broader portfolio strategy

Contact information

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Work email
•••••@patersoncapital.com
Personal email
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Current company

Paterson

Financial Services · 114 employees · Founded 1935 · Chennai, India

Paterson is a full-service wealth management company that combines the wisdom of seasoned investment professionals with a disciplined, research-first approach to building long-term wealth. Founded in 1935, Paterson serves high-net-worth individuals, families, and institutions across India, offering integrated solutions in stock broking, portfolio management, investment advisory, and personalised financial planning. While our clients focus on their lives, careers, and businesses, we work behind the scenes to help protect and grow their wealth with conviction, clarity, and care. We deliver: Custom-built portfolios backed by rigorous research and decades of experience. Curated stock and index strategies across short, mid, and long-term horizons. Continuous monitoring and timely rebalancing based on market conditions and client objectives. Deep, trusted relationships led by client-first advisory teams. At Paterson, we combine legacy with agility, blending over nine decades of trust with a new generation of digital-first tools, insights, and execution strategies. We’re not just building portfolios. We’re helping build financial legacies.

patersoncapital.com

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