Model Portfolio Research
Research focused on portfolio construction, asset allocation, diversification, and risk management principles.
Arindam Samanta
SEBI Registered Research Analyst
Research available through the PureRational platform is provided by Arindam Samanta under the SEBI Research Analyst framework (Registration No. INH000031462).
Professional background
More than a decade of experience across equity and quantitative research, portfolio and investment operations, and analytical systems — combining structured research with disciplined process design.
Work has centred on listed-company analysis, multi-asset portfolio frameworks, investment operations, and technology-supported research workflows that favour evidence over short-term narrative.
Professional profile: LinkedIn
Experience
Deputy Fund Manager
Pelican Holdings Pvt. Ltd., Chennai
September 2024 – Present
Listed-company analysis and projections using equity valuation models; company and industry research reports.
SEBI Registered Portfolio Manager
Shree Rama Managers LLP, Kolkata
June 2021 – August 2024
Multi-asset PMS frameworks; investment operations, dealing, and fund accounting for discretionary and non-discretionary clients; portfolio rebalancing, security evaluation, research, and training.
SEBI Registered Investment Adviser
Fintrana Advisory Services, Kolkata
July 2017 – April 2021
Market data accumulation and analysis from regulatory and primary sources, aligned to client profiles, goals, and economic context.
Process Analyst
XL Dynamics India Pvt. Ltd., Navi Mumbai
May 2015 – May 2017
Post-closing operations; verification of settlement statements and closing disclosures against applicable guidelines.
Education
- MBA (Finance), Jain College of MCA & MBA, Belgaum (2015)
- B.Tech in Computer Science & Engineering, Camellia Institute of Technology (2011)
Certifications
- NISM Series XV: Research Analyst (February 2025)
- NISM Series XXI-B: Portfolio Managers (January 2022)
- Professional Certificate in Data Analytics and Generative AI, California Institute of Technology
- NISM Series VIII: Equity Derivatives (March 2018)
- NISM Series X-A & X-B: Investment Adviser Level 1 & 2 (2016–2017)
Research philosophy
The research process emphasizes:
- Evidence-based investing
- Structured decision making
- Quantitative methods
- Long-term thinking
The objective is not short-term prediction or market commentary, but the development of analytical frameworks that support disciplined evaluation and investment understanding.
Areas of research
Current coverage areas. As research expands, publications may also include economy, industry, and company-level analysis.
Quantitative Methods
Research exploring scoring methodologies, analytical frameworks, market observations, and evidence-based investment approaches.
Portfolio Construction
Research related to multi-asset allocation, portfolio design, rebalancing, and long-term investment frameworks.
Investment Frameworks
Research examining diversification, risk-adjusted returns, market efficiency, and behavioural influences on investment decisions.
Market Behaviour
Research focused on market cycles, volatility, investor behaviour, and long-term market observations.
Adaptive Multi-Asset Strategy
Research available through the platform currently includes the PureRational Adaptive Multi-Asset Strategy — a rules-based multi-asset model portfolio that combines a long-term core sleeve with a measured tactical sleeve across equity, metals, REITs, InvITs, and debt/liquid instruments.
The Adaptive Portfolio Methodology explains how assets are evaluated. The strategy page explains how core and tactical sleeves combine into the portfolio architecture.
Why PureRational
PureRational was created to combine research, analytics, and technology within a structured framework for investment understanding and long-term decision making.
The platform aims to support individuals seeking clarity, discipline, and analytical thinking in an increasingly complex financial environment.
Regulatory framework
Arindam Samanta
SEBI Registered Research Analyst
Registration Number: INH000031462
Validity: Oct 28, 2026 – Perpetual
Email: arindam@purerational.com
Telephone: +91 98740 36344
LinkedIn: linkedin.com/in/pmarindam
Compliance Email: compliance@purerational.com
Additional disclosures, risk statements, and regulatory information are available in the Disclosures section.