Shankar Sharma,

Head, Global Strategy Group @ First Global

Mr. Sharma has been called “The Alchemist of Dalal Street” by Forbes magazine. He has been widely quoted in the Wall Street Journal, CNBC, Financial Times, and has featured on shows like The Mind of The Market on NDTV Profit, in addition to being a guest on several shows on finance and markets on several channels in India and abroad.
Mr. Sharma heads the Global Strategy Group at First Global, a cell in charge of identifying key changes and inflection points in markets across the world, for its global clients.

Ms. Radhika Gupta,

CEO of Edelweiss Asset Management

Ms. Radhika Gupta, the CEO of Edelweiss Asset Management since 2017, is an investment professional with a range of diverse experiences across asset management – globally and in India. At Edelweiss, her efforts are concentrated in helping build brand Edelweiss AMC into a fast-growing, differentiated and innovative asset manager. The recent launch of Bharat Bond ETF in partnership with the Government of India, India’s first corporate bond ETF, is yet another step in that direction.

Ms. Radhika is a global citizen having grown up across four continents, a keen storyteller, Bridge player, and Twitter microblogger. Her YouTube video, “The Girl with a Broken Neck” which narrates her life journey has garnered more than 100K views in a short span of time. She has graduated from Management and Technology Program from the University of Pennsylvania, with joint degrees in Economics from the Wharton School in addition to Computer Science Engineering from the Moore School, and is the founding President of the Penn Alumni Club of Mumbai. She is a member of the AMFI board, chairing the Committee of Mutual Fund Distributors, and a member of Young Presidents Organization (YPO). She was recently honored by Business Today magazine naming her amongst “The 30 Most Powerful Women in Indian Business.”

Hiren Ved
Co-founder and CIO – Alchemy Capital

Mr. Hiren Ved started his career by working with KR Choksey & Co, a sell-side firm known for its value investment approach, and eventually graduated to become the firm’s Head of Research. He brings over two decades of experience in bottom-up stock picking, managing portfolios, and managing a high-performance investment team capable of delivering consistent, superior alpha.

An awardee of Rashtriya Samman Patra by Central Board of Direct Taxes, Raamdeo Agrawal is chairman of Motilal Oswal Financial Services Limited (MOFSL) and the driving force behind the company’s approach to investing. Mr. Agrawal has created the “QGLP” (Quality Growth Longevity & favorable Price) Investment Process and its ‘Buy Right, Sit Tight’ investing philosophy. Mr Agrawal is also the driving force behind the MOFSL Groups highly awarded research. He has been authoring the annual Motilal Oswal Wealth Creation Study since its inception in 1996. An Associate of Institute of Chartered Accountant of India and a member of the National Committee on Capital Markets of the Confederation of Indian Industry, he has also been featured on ‘Wizards of Dalal Street on CNBC TV 18.

Nilesh Shah, Managing Director (MD) at Kotak Mutual Fund.

Nilesh has over 28 years of experience in capital markets, having managed funds across equity, fixed income and real estate for local and global investors. In his previous assignments, Nilesh has held leadership roles with Axis Capital, ICICI Prudential Asset Management, Franklin Templeton Mutual Fund and ICICI securities.  Nilesh is a Gold Medallist Chartered Accountant and a merit ranking cost accountant. He was part of the team that received the best fund house of the year award at Kotak Mutual Fund, Franklin Templeton and ICICI Prudential Mutual Fund.

Mr. Bharat Shah, is an Executive Director at ASK Group and has been associated with them since 2008. He holds a bachelor’s degree in commerce from the University of Bombay and a post-graduate diploma in management from the Indian Institute of Management, Calcutta. He is also a member of the Institute of Chartered Accountants of India and a member of the Institute of Cost and Works Accountants of India. Having a 25 years of experience in the field of investment management, he has a considerable understanding of global businesses and stock picking is his forte. His investment philosophy emphasizes buying quality businesses enjoying superior growth but at reasonable valuations. In 2013, he authored a book entitled “Of Long-Term Value & Wealth Creation from Equity Investing: Observation, Ideas and Reflection”.

Amit Jeswani, Founder & CIO Stallion Asset

Mr Amit Jeswani is a Double Charter, has successfully completed his Chartered Financial Analyst (Virginia, USA) and Chartered Market Technician (New York, USA). He graduated in Business with finance from Kingston University London. He has been investing in capital markets from last 14 years. He started at a tender age of 16 as his father was a Stock Broker and has worked with various financial giants. He is an active member with the Association of Technical Market Analyst and Indian Association of Investment Professionals.

Mr. Prashant Khemka, Founder-White Oak Capital

Prior to setting up White Oak Capital Management Consultants LLP in June 2017, an investment advisory firm in India, Mr. Prashant Khemka spent 17 years at Goldman Sachs Asset Management (GSAM), most recently as CIO and lead PM of Global Emerging Markets (GEM) Equity and India Equity strategies. He won several accolades as the CIO and Lead PM of GS India Equity. He and his fund won several awards including AAA rating from Citywire and Elite rating from Fund calibre among others. In addition to his long-standing India investing experience, Prashant brings a unique perspective derived across developed and emerging market equities having successfully managed, US and global emerging markets funds for leading institutions, during the last two decades.

Mr. Nalin Moniz had Co-Founded, Forefront Capital Management, and has worked as a Portfolio Manager at Goldman Sachs Asset Management (New York, USA).

He has 8 years of India investment track record on the PMS, AIF, and FII platform covering fundamental equities, event arbitrage, and commodities.
He brings global research and investment management experience at one of the world’s largest hedge funds in equities, bonds and credit.

Graduated magna cum laude from Management & Technology Program at the University of Pennsylvania with a B.S. Economics (Wharton School) and B.S.E in Computer Engineering (Moore School of Engineering).

Vikas is a Chartered Accountant, and CFA Charter holder (USA). He has 22 years of capital markets experience, most recently as the CEO of Edelweiss Securities Ltd, where he spent 17 years incubating & building several businesses to leadership including Institutional Equities and Equity Research. He has a strong business acumen & deep understanding of Capital markets; enjoys strong relationship with Corporate India and is associated with several industrial bodies and committees. He has served as a member of the CII National Council on Corporate Governance, FICCI Capital Markets Committee and was an invited member at the Executive Council of Bombay Management Association. He is a member of Young Presidents Organization (YPO), a global forum for entrepreneurs and CEOs and was awarded Young Professional Achievers Award for the service sector by ICAI in 2014.

Varun Goel manages Equity PMS and Equity AIF products as a Fund Manager and works with Nippon India. He is a B.Tech in Mechanical Engineering, and MBA in Finance and Marketing from Indian Institute of Management, Lucknow. He has worked with Kotak Portfolio Management Team and was a part of the buy side analysts team actively tracking around 60 companies forming part of the BSE 500 Universe. During this role, he performed, in depth analysis of over 100 companies across sectors by interaction with top management and also analyzed company financials including balance sheet, profit & loss and cash flow statements. Achieved a success/ strike rate of 80% of recommendations worked; enabling the fund manager to outperform benchmark on three, six and twelve month basis.

Samit Vartak, Founding Partner and Chief Investment Officer of SageOne Investment Advisors LLP

Samit has worked closely with various companies in the US and India, advising them on business strategy, profit optimization, growth and valuation. This experience forms the backbone that helps him better understand businesses and their fair value. He has been early in identifying and investing in multiple businesses across industries before they catch market attention. Samit actively shares his knowledge and learnings through widely followed investor newsletters, lectures at CFA society/industry forums/business schools and media interviews. Samit returned to India in 2006 after spending a decade in the USA working initially in corporate strategy with Gap Inc. and PwC Consulting, and then with Deloitte and Ernst & Young advising companies on business valuation and M&A. Samit is a CFA® charter holder, an MBA from Olin School of Business of the Washington University in St. Louis and holds a Bachelor of Engineering degree with Honors from Sardar Patel College of Engineering (SPCE), Mumbai University.

Anshul Saigal, Chief Investment Officer, Kotak Portfolio Management Services

MBA in Finance, Bachelor in Engineering and brings Financial Markets experience of 2 decades. He manages the Portfolio Management Services business at Kotak AMC. He has strong grounding in Graham/ Buffet styles of Investing, hence his portfolios are managed in a disciplined manner under the Value Investment philosophy. Portfolios seek to identify Special Situations and Value Opportunities to take advantage of mis-priced market instruments. Areas of focus are corporate restructurings, price-arb opportunities, under-researched pockets and companies with competitive moats (preferably having temporary performance concerns). Passionate about the markets and endeavours to constantly learn through writings of capital market doyens like Ben Graham, Charlie Munger, Warren Buffett, George Soros with a particular interest in behavioural finance.

Aashish P Sommaiyaa, Managing Director & CEO; Motilal Oswal Asset Management Co. Ltd.

Master in Finance and Bachelors in science, brings 2 decades of industry experience. He Responsible for strategizing, growing and managing the operations of Motilal Oswal AMC – a niche, focused, expert equity boutique based on its time tested BUY RIGHT : SIT TIGHT investing style. India’s one and only 100% equity AMC with a sharply articulated philosophy of buying and holding companies that demonstrate high Quality, high Growth and Longevity of growth.He has been responsible in the past for sales and distribution of one of India’s largest AMCs; ICICI Prudential AMC for their MF, PMS and Real Estate offerings through multiple distribution channels across India and Middle East. Led new product development, product management, communication and distribution channel delivery over a number of years. Passionate about Investing, Reading, Sales, Marketing, Communication, Training, Teaching, Writing and Public Speaking. Loves travelling to meet new people.

Shahzad Madon, Head, Alternate Assets, Nippon Asset Management

Shahzad is a Commerce graduate and an MMS from University of Mumbai. He has more than 30 years of industry experience across banking, investment management & the financial services sector. He has held varied responsibilities, which include heading equity research, managing equity portfolios, heading the equities business, managing alternative assets and leading the PMS & AIF business.

He has been actively involved in the conceptualization, fund raising activities and fund management of equity/capital markets products.

Ms. Shashi Singh, Senior Partner | National Sales Head at IIFL Asset Management.

Shashi spearheads the sales strategy and business development initiatives of the firm. She has over 23 years of experience in the financial services industry across asset management and international business. She has worked across business development, channel partner engagement, distribution models, international business and sales strategy functions maintaining distributor relationships.

Maneesh Thakur – Senior Vice President, Sales – Axis AMC

Maneesh has more than 19 years of experience in the mutual fund industry. He is currently responsible for Retail Sales across the country and is also responsible for channel sales in Axis Bank and IFAs. He has worked with Mirae Asset Global Investments, Principal Asset Management Co. and Sun F&C AMC. He has done his B.E. in Electronics from Mumbai University and Masters in Marketing Management from Mumbai University.

Mr. Rajesh Kothari, Founder and Managing Director of AlfAccurate Advisors, is the visionary behind the customer-driven and excellence based approach. A CWA and an MBA by qualification, he has a rich experience of more than 20 years in the Indian Capital Markets and has handled several investment projects in premier investment institutions.

During his tenure as a Fund Manager at DSP Merrill Lynch Fund Managers (now DSP BlackRock Investment Managers), the equity assets under management flourished from USD 100mn to USD 1.5bn. All through this period of five years, the equity schemes often ranked in its 1st ‘Quartile Ranking’ by CRISIL, a Standard & Poor’s affiliate. This is a testimony to Mr. Kothari’s financial acumen and vast knowledge of investments. He is the recipient of several awards for delivering superior and consistent risk-adjusted returns.

During his tenure as Director of Voyager Investment Advisors, a USA based India dedicated fund, the fund outperformed the benchmark indices significantly. Not surprisingly, CNBC, CRISIL, MyIris and others recognized his performance and awarded him for delivering unrivaled risk-adjusted returns. Economic Times also recognized his performance and awarded him as a ‘Platinum Fund Manager’. Additionally, he won the CRISIL Mutual Fund of the Year Award in 2006 for DSP Merrill Lynch Equity Fund. During his tenure, the fund house also received the Lipper India Fund award for the Best Equity Fund Group for three years. Moreover, he has also been a keynote speaker at several international conferences/summits like Maharashtra Economic Summit, Institute of Directors, TradeTech Asia conference and The World Council for Corporate Governance.

He is also actively involved with ‘Arham Yuva Seva Group’ – a philanthropic initiative with several significant programmes for a better world for the youth.

Trideep Bhattacharya, Senior Portfolio Manager, Brand Equity

Trideep has over 20 years of experience in equities and portfolio management in India and other Asian Emerging Markets as well as developed equity markets. Before joining Axis AMC, he spent a significant time as a portfolio manager at State Street Global Advisors, and with UBS Global Asset Management in London. He has been a well-established stock-picker and sellside analyst in various investor surveys like Institutional Investor and Asia Money.

Mitul Patel, Senior Vice President | Fund Manager – Portfolio Management Services

Mitul has an overall experience of 14 years across areas of research, fund management, private equity advisory and investment banking. Apart from managing the strategies of Portfolio Management Services offered by IIFL AMC, he also heads research for listed equities and is responsible for generating investment ideas across sectors and market capitalizations. He has been instrumental in setting up the research desk at IIFL AMC and also directly tracks companies in the chemicals, auto and pharma sectors.

Harsh is a specialist in equity hedge fund strategies. He joined Tata Asset Management in November 2018 as Head of Alternative Strategies. Started the alternatives business with launch of Tata Absolute Return Fund in April 2019. Through Tata Absolute Return Fund, Harsh introduced the Equity market neutral investing strategy to the investor community. His prior stint includes working as Portfolio Manager – Equity long/short strategy at Reliance Securities where he managed equity long/short portfolio and generated consistent high returns. Harsh received his training in equity investments and hedging strategies while working for Deutsche bank’s trading desk and Roc Capital Management USA. He is an MBA (Finance) from Symbiosis, Pune and also done courses in Certified Portfolio Manager and Certified Treasury Manager from The Institute of Chartered Financial Analysts of India University.

Nagaraj Meda is a postgraduate in economics from University of Hyderabad (central university) and is the Founder, Chairman and Managing Director of TransGraph Consulting. About 18 years of experience in areas of price forecasting, trading, sourcing and risk management and is providing the services to leading manufacturing, commodity trading, FMCG and metal companies of the world. He has hands on experience in the commodity futures markets as a portfolio manager in a commodity hedge fund initially and as a consultant presently. He is well recognized as an authority in the field of forecasting using technical analysis and has carved a new concept, “Mapping the market thought” to forecast the prices. He has presented 100+ papers at various international level conferences related to price forecasting, procurement and risk management.

Mr Govind Agrawal, Director of AlfAccurate Advisors is an FCA and a graduate in Law. He has over two decades of experience in the Indian Capital Markets. Prior to joining AAA, he has held key positions with several reputed organizations such as Reliance Capital Asset Management, UBS Securities, Motilal Oswal Securities.

His four-year stint at Reliance Capital Asset Management Company (USD 20bn) as the Fund Manager saw the Reliance Emergent India Fund (USD 100m off-shore fund) outperform benchmark indices by 35 percent since its inception. Furthermore, he played an instrumental role in setting up the ‘Macro Economic Desk’ at Reliance AMC. Before this, Mr. Agrawal has worked with UBS Securities India Pvt. Ltd as an Executive Director where he spearheaded India accounts for large FIIs. Mr. Agrawal’s decade as a Senior Vice President at Motilal Oswal Securities Ltd helped him specialize in advising major institutional domestic and foreign investors on sectoral allocation and stock selection.

He has represented Reliance AMC on international platforms and panel discussion on Emerging Markets and Indian Equity Market. Mr. Agrawal addressed various investors’ meet and the private banking teams of large banks in the Middle East, Asia, London, Europe, and India.

A leader by example, Mr. Agrawal has won many accolades for consistently contributing to Institutional Equity Sales at Motilal Oswal. He was also voted ‘Best Equity Sales Person – Mega Funds category’ by Asia Money in 2006.

Harit Oberoi, Associate Director- A.K. Wealth Management Pvt. Ltd.

Harit is a Senior Executive having more than 18 years of experience in the financial services industry with specific focus on investment advisory across Equity & Debt products. He has garnered extensive exposure across a gamut of areas including leadership, business strategy & development, product management including development, system & process development and operations. He has been accredited with setting up the distribution Model in AK Capital and E-broking in MOSL. I has gained competence in setting up new verticals, driving strategic planning & execution of new business models and scaling them into sustainable & profitable businesses. He has demonstrated excellence in building the channel network and managing the same effectively. He is also adept in handling diverse stakeholders including senior leadership, internal teams, cross-functional resources, key accounts, investors & promoters & statutory bodies along with managing customers including B2B & B2C relationships.

Aniruddha Sarkar
Senior Portfolio Manager & Co-Head Equities

Aniruddha has over 13 years’ experience in the Indian equity markets managing investors’ money. He has recently joined Quest Investment Advisors as a partner and managing their equity strategies. Prior to Quest, he was associated with IIFL for 11.5 years. At IIFL AMC he had launched the IIFL Multicap PMS which he managed for 5 years before leaving in Jan 2020. He has been instrumental in generating significant alpha and outperformance for his clients over the years. He has a keen eye for identifying trends in the market early on and believes alpha creation comes from being ahead of the curve in identifying the trends in the economy and market. He mixes both top-down and bottom-up approaches in his portfolio creation.

Devendra Phadke, Portfolio Manager – Purnartha

Devendra, a Chartered Accountant, has over 18 years of experience in working with Morgan Stanley, Thomas Weisel International and Multi-Act Asset Management. He is a proficient analyst with an expertise in buy-side equity research spanning emerging and developed markets.
As Purnartha’s Portfolio Manager, he acts as the customer-facing flank of research. His ability to blend the top down macro view with a bottom up research approach ensures that the client understands the investment rationale and the investment strategy is lucidly communicated to the client.

Saurabh Mukherjea, CFA, Chief Investment Officer

Mr. Mukherjea is the Founder and Chief Investment Officer of Marcellus Investment Managers which was incorporated in Aug 2018 and the firm’s application to conduct Portfolio Management Services was approved by SEBI in Oct 2018. He is the former CEO of Ambit Capital and played a key role in Ambit’s rise as a broker and a wealth manager. When Saurabh left Ambit in June 2018, assets under advisory were $800mn.

Manish Jain, Fund Manager – Ambit Investment Advisors

Manish is the Fund Manager of Coffee Can PMS at Ambit Asset Management. He has over 15 years of experience in equity research. Before moving to Ambit Asset Management, he worked with Nomura for a decade as a Lead Analyst covering FMCG, electrical durable and retail.
Prior to Nomura, Manish worked with Lehman Brothers, Enam Securities, ICICI Securities, and Motilal Oswal in the equity research space. He has consistently been voted as the best performing analyst in the research team for the past four years by ADIA, Capital World; Capital International for strong corporate access amongst others.
Manish is a Chartered Financial Analyst (USA) and holds an MBA in Finance from Symbiosis Centre for Management and Human Resource Development, Pune.

Raman Nagpal
Inventor and CIO – AccuraCap

Eminent Computer Scientist, Social Entrepreneur and Corporate Executive. Raman holds a Bachelor in Computer Science from Delhi and a Masters in Computer Science from BITS Pilani, is an MBA and a CFA. He is also a certified Corporate Director from Insead Business School. He was on board of Adobe India and Mopria Global Alliance. He has over 20 years of experience of running global businesses – large enterprise as well as his own startups. Was running a $200M technology business for Adobe before deciding to pursue Accuracap fulltime.

Rakshit Ranjan, CFA, Portfolio Manager – Marcellus

Mr. Ranjan spent 6 years (2005-2011) covering UK equities with Lloyds Bank (Director, Institutional Equity Research) and Execution Noble (Sector Lead analyst). During these six years, he was ranked amongst the top-3 UK Insurance analysts (Thomson Reuters Extel survey) in the mid-cap space. Since 2011, Rakshit led Ambit Capital’s consumer research franchise which got voted as No.1 for Discretionary Consumer and within top-3 for Consumer Staples in 2015 and 2016. He launched Ambit’s Coffee Can PMS in Mar’17 and managed it till Dec’18. Under his management, Ambit’s Coffee Can PMS was one of India’s top-performing equity products during 2018.

Siddhartha Rastogi, Managing Director – Ambit Investment Advisors

Siddhartha has been with Ambit for over 8 Years. Before joining Ambit, Siddhartha cofounded IIFL Private wealth and set up the mutual fund and structured product distribution business IIFL. Prior to that, Siddhartha worked for HSBC Bank as Branch Head for the Peddar Road Branch, which is the largest Wealth Branch in India. Siddhartha has also worked for CitiBank and UTI Bank in wealth management and corporate banking roles. He is an Honors Graduate in Commerce from Delhi University, Company Secretary (Intermediate) and has a PGDM from NMIMS, Mumbai