About Company
Paterson Securities Private Limited
Paterson Securities Private Limited is a Chennai-based financial services firm with a long-standing presence in India’s capital markets. Established in 1892, the firm is one of the oldest stockbroking houses in the country, offering services across equity broking, portfolio management services (PMS), wealth advisory, and investment distribution. Catering to retail investors, high-net-worth individuals, and institutions, Paterson combines legacy market expertise with a research-driven approach. Its focus remains on delivering disciplined investment solutions while maintaining strong client relationships and adapting to evolving market dynamics.
Investment Philosophy
Paterson Securities follows a structured, research-oriented investment philosophy focused on consistent returns and prudent risk management:
- Fundamental Research Focus
Investment decisions are driven by in-depth analysis of company fundamentals, financial strength, and business quality. - Balanced Growth Strategy
Focus on companies with sustainable earnings growth while maintaining portfolio stability. - Valuation Discipline
Ensures investments are made at reasonable valuations to maintain a favorable risk-reward balance. - Diversified Portfolio Construction
Allocation across sectors, market caps, and asset classes to reduce concentration risk. - Active Portfolio Management
Continuous monitoring and rebalancing to adapt to changing market conditions. - Risk Management Framework
Strong emphasis on capital protection through disciplined exits and portfolio oversight. - Blend of Top-Down & Bottom-Up
Combines macroeconomic insights with stock-level research for better investment outcomes. - Long-Term Wealth Creation Focus
Aims to generate consistent returns through compounding over a long-term investment horizon.
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Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
PATERSON SOUTHERN SPICE
Benchmark: Nifty 50 TRI
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Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
PATERSON SECURITIES PRIVATE LIMITED
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹6.17 | -9.63 | -12.39 | -12.22 | NA | NA | NA | NA | NA | -14.37 |
| Benchmark | NA | -11.36 | -13.88 | -9.46 | NA | NA | NA | NA | NA | -9.40 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Sathyanarayanan Sivaganesan
Sathyanarayanan Sivaganesan is a prominent figure in India's financial sector, currently serving as the Chief Executive Officer and Designated Director at Paterson Securities Pvt. Ltd. Based in Chennai, he leads one of the country's oldest stockbroking firms, originally established in 1935. With over three decades of experience, his career includes senior leadership roles at major institutions like Indiabulls Securities and Anand Rathi. An alumnus of A.M. Jain College, he specializes in portfolio management, equity research, and investment advisory. Under his guidance, Paterson continues to offer robust financial services, blending traditional expertise with modern market strategies for diverse investors.
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