What does the characteristic of recent fall in Quality Companies tell us about the market trend in 2022?
With Fed Hawkish stance, has Bull Markets ended and will we see sell on rise trend coming or it conveys that Covid has ended, and economy back on track to $5 Trillion GDP aims?
How can one make the right decisions when nothing stays the same, & the future is unknowable?
To beat the market, is it important to be brave enough, and be independent in an investment stance which is different from the crowd?
Has the Indian economy really come back on account of meaningful reforms or ground reality is different and it cannot be conclusively said so yet, and a lot needs to happen?
What do Winning & Losing Stock Stories of last decade teach us in terms of what is rewarded and what is punished by Stock Markets, and so what should be the construct & composition of a Winning Equity Portfolio for next 5 to 10 years?
This led to the creation of PMS AIF WORLD, where we focus on the best quality products, analysis-backed selection, and the finest educative approach for informed investment decisions.
Our right intent and relentless efforts have made us a trusted platform in the space of alternates.
Earning from investing is a path that is 100 times more difficult than Earning from working. But the power of compounding makes the former worth learning, so how does one become a great investor, an expert in this field?
In life, high performance begins with an aim, and this is pursued with discipline. Investing is no different, but, learning the rules of the game is important. So what is the right approach that brings Alpha as well as Consistency?
Though it is true that historical returns may not be repeated, and hence should not be the sole mechanism for judging, it is always good to learn from the history of successful investments. But where to focus?
There are probably 1000 times or more AUM that is being self-managed in Real estate, Gold, and Equities. Why is this so and what real difference does a professional money manager create which becomes deserving for a fee?
Bharat ShahExecutive Director, ASK Group
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”.
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.
Chief Investment Officer and Joint – Chief Executive Officer, IIFL Asset Management
Anup Maheshwari is the Chief Investment Officer and Joint – Chief Executive Officer of IIFL Asset Management. Anup is responsible for the investment and strategy for IIFL AMC’s business including mutual funds and Alternative Investment Funds (AIFs). He plays a key role in meeting the company’s aggressive growth goals as well as product development and devising an innovative investment strategy.
An alumnus of the Indian Institute of Management, Lucknow, he has over 25 years of work experience in the financial services sector. Prior to joining IIFL Asset Management Limited, he has been associated with DSP Investment Managers Private Limited (formerly known as DSP BlackRock Investment Managers Private Limited) for over 21 years as an Executive Vice President & Chief Investment Officer. He was also associated with HSBC Asset Management (India) Private Limited & Merrill Lynch India Equities Fund (Mauritius) Limited.
Anup was the chief investment officer at HSBC Asset Management between December 2005 and May 2006 before returning to DSP Investment Managers. Prior to joining DSP Investment Managers, he had worked for Chescor, a British fund management firm that used to run three offshore funds investing in Indian equities.
Anirudhha SarkarCIO & Portfolio Manager, Quest Investment Advisors
Mr. Aniruddha Sarkar is the CIO & Portfolio Manager at Quest Investment Advisors. He has over 13 years of experience in the Indian equity markets managing investors’ money. 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.
Founder, 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.
Abhishek Agarwal is Bachelor’s in Commerce with majors in accounts from H.R. College in 2006 and MSc. Finance from Lancaster University Management School, the United Kingdom in 2007. In addition, he has pursued short-term courses from IIM- Ahmedabad, and ISB – Hyderabad.
Abhishek Agarwal has a proven track record of successfully investing in both Startups and Listed Equities space and has combined experience of 12+ years in the Indian Financial Market and Start-up Ecosystem.
Senior Executive Vice President- National Sales Head, IIFL Asset Management
Anunaya Kumar is Senior Executive Vice President & National Sales Head at IIFL Wealth & Asset Management. In this role, his focus is to build a profitable retail franchise and ensure that IIFL AMC becomes the foremost choice for investors and distributors across asset categories. During his professional journey of more than 2 decades, he has held several Senior Leadership Positions with banks and asset management companies and has managed relationships across B2B and B2C verticals. He has successfully managed the corporate banking, retail banking and wealth management profiles for banks before joining asset management companies and heading their Strategies and Sales vertical.
Prior to joining IIFL Wealth, he was associated with Invesco Mutual Fund as Director and Head of Sales. During his professional journey, he has also worked with DSP Blackrock Investment Managers, Royal Bank of Scotland (erstwhile ABN Amro Bank), Citibank N.A. and IDBI Bank Ltd. He is an MBA in Finance and is a Commerce Graduate from Punjab University.
Founder & Managing Director, BLinC Invest
Amit has over 20 years of experience across private equity, capital markets, asset management and investment banking. He has been instrumental in setting up various domestic and global funds and has invested and managed ~₹300Cr across 21 companies out of which 6 companies have achieved exit till date. He has been on the advisory board and investment committee of various funds. At ICICI, Amit set up and led the Private Equity (Fund of Funds) businesses and was an integral part of the International Banking Group. At Birla Sun Life, he was part of the treasury solutions team and led the E-Broking network. He is a Chartered Accountant, holds an Executive MBA from Narsee Monjee Institute of Management Studies and has completed the General Management Program from Harvard Business School.
Aashish P Somaiyaa,
CEO – White Oak Capital Management
At White Oak, Aashish Sommaiya is responsible for managing and growing its operations. Aashish is an experienced professional and has experience in scaling up and managing relations across well-known AMCs like Motilal Oswal AMC and ICICI Pru AMC.
Master in Finance and Bachelors in Science, brings two decades of industry experience. He was 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. 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 the Middle East. Led new product development, product management, communication, and distribution channel delivery over a number of years. Aashish is passionate about Investing, Reading, Sales, Marketing, Communication, Training, Teaching, Writing, and Public Speaking. He loves traveling to meet new people.
Co-founder and CIO – Alchemy Capital
Hiren Ved, an equity market veteran, serves as the Whole-Time Director and CIO at Alchemy Capital Management where he has been leading the firm’s Asset Management business. With over 30 years of experience in the Indian equities market, Hiren has developed a sustainable long-term investment philosophy based on fundamental research. He is known for his deep sector knowledge, bottom-up research skills and stock picking abilities. Hiren manages and advises funds over USD 931 million (as on June 30, 2023) across domestic PMS and offshore institutional mandates for Alchemy Capital. He holds a graduate degree in Accounting from Mumbai University and a post-graduation in Management & Cost Accounting from The Institute of Cost Accountants of India
Naveen ChandramohanFounder & Fund Manager, ITUS Capital
Mr. Naveen Chandramohan is the Founder and Principal Fund Manager at ITUS Capital. Naveen is responsible for running the fund and takes all the portfolio and risk decisions at ITUS. Mr. Chandramohan has had illustrious career spanning 15 years in the financial services sector having worked across fund management, fund raising and fundamental research. He began his Financial Services career with Lehman Brothers in Tokyo, as a Senior Analyst in the Capital Markets Trading desk.
Head – Equity and Fund Manager,
Mr. Madanagopal Ramu is the Fund Manager for PMS and Alternative Investment Funds Category III with around 14 years of experience in the Indian Financial Markets. He currently manages an AUM of Rs.1,835 crores and has over 4 years of experience in managing funds. He joined Sundaram Mutual fund in 2010 as a Research Analyst from Centrum Broking and has made rapid progress during his tenure in Sundaram AMC. He became Head of Research in April 2015 and started actively managing funds from January 2016. Madan comes with strong academic qualifications. He is a qualified Cost Accountant and has a Management degree from BIM Trichy.
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.
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).
Founder & CMD, Narnolia Group
Mr. Krishna N. Narnolia is the founder and CMD of Narnolia Group of Companies. Respected and widely known in this industry for his in – depth work on India Growth Story and today, he is one of the most sought after speakers and columnists in the field of investment. Under his leadership the company has emerged as one of the fastest growing and most respected brands in the country, winning accolades from the industry leaders and all stakeholders across the globe, in the specialized field of fund management, investment advisory and indices management.
Principal Officer & Head – Portfolio Management Services, Tata AMC
Kunal Pawaskar joined Tata Asset Management in September 2021, as Principal Officer & Head – Portfolio Management Services. He joined Tata Asset Management from Indgrowth Capital Advisors, a mid cap and small cap equities focused Category III AIF. He brings with him an astute insight into businesses and understanding management. He also keenly studies business and market cycles, and is focused on using this knowledge productively in the investment process. Kunal is a post-graduate in management studies from IIM Indore. Over the past decade and a half he has worked with leading organizations including Indgrowth Capital Advisors, Avista Advisory (during their partnership with Houlihan Lokey), IIFL and SBI Capital Markets. He has worked across investment management and investment banking (private and public markets respectively). During his stints in Avista Advisory and IIFL, he has worked with corporates on areas including strategic investments for growth, capital raising and divestitures. In the past he had set up Capital Orbit to educate investors on long-term investing and markets.
Founder & Portfolio Manager, Negen Capital
Negen Capital was founded by Neil Bahal in June 2007. Negen Capital has vast exposure to Capital Market dealings, and Directors of Negen Capital have been investors for more than 2 decades and have good experience in research and analytical processes. Negen Capital started as a sub-broker to provide securities dealing services to retail clients. Negen Capital forayed into Portfolio Management Services in 2017. In December 2021 CRISIL and PMS Bazaar awarded Negen Capital PMS with a 5-star rating in the multi-cap category based on an independent market study. Negen Capital follows a focused investment strategy on Special Situations & Technology Investments.
Managing Partner CIO,
Roha Asset Managers LLP
Ranked among India’s best fund managers by Outlook Business; Value Research in 2017, Dhiraj Sachdev was a Senior Fund Manager at HSBC Global Asset Management. Prior equity fund management, experience include ASK Investments and HDFC Bank. A leader who leads by example, his 23 years long industry experience saw glory when he delivered long term performance of 29% CAGR for 6 years for HSBC Mid & Small Cap Fund. Dhiraj holds a degree in Commerce (B.com) from Mumbai University, is a qualified Chartered Accountant (ACA) from ICAI and a Cost & Management Accountant (CMA) from ICMAI Institute along-with Diploma in Foreign Trade Management (DFTM) from Mumbai University. Currently he manages AIF and PMS Funds at Roha Asset Managers with a strong track record.
Mr. Prashant Khemka, Founder – White Oak Capital Management
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) from March 2007 to March 2017, and also for the Global Emerging Markets (GEM) Equity from June 2013 to March 2017. 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 caliber among others. In addition to his long-standing India investing experience, Prashant brings a unique perspective derived across developed and emerging market equities and has successfully managed US and global emerging markets funds for leading institutions, during the last two decades.
Prashant graduated with honors from Mumbai University with a BE in Mechanical Engineering and earned an MBA in Finance from Vanderbilt University, where he received the Matt Wigginton Leadership Award for outstanding performance in Finance. He was awarded the CFA designation in 2001 and is a fellow of the Ananta Aspen Centre, India.
Founder & MD, AlfAccurate
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.
Nimesh MehtaDirector & Country Head- Sales & Products, ASK Investment Managers
Mr. Nimesh Mehta has more than 21 years of experience in industries ranging from NBFC, Equities, Asset Management & Financial Services. He is an author of an International Bestseller book on Amazon titled “Sales Booster.”
Chairman, Motilal Oswal Financial Services Limited
An awardee of Rashtriya Samman Patra by the 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.
Founder – Helios Capital
Samir Arora is the main founder & fund manager at Helios Capital. From 1998 to 2003, he was the Head of Asian Emerging Markets at Alliance Capital Management in Singapore (both fund management and research, covering 9 markets). From 1993 to August 2003, Samir was the Chief Investment Officer of Alliance Capital’s Indian mutual fund business and, along with managing Alliance Capital’s Asian Emerging Markets mandates, managed all of Alliance Capital’s India-dedicated equity funds.
In 1993, Samir relocated to Mumbai from New York as Alliance Capital’s first employee in India to help start its Indian mutual fund business. He also managed ACM India Liberalization Fund an India-dedicated offshore fund from its inception in 1993 till August 2003. Prior to 1993, he worked with Alliance Capital in New York as a research analyst.
At Alliance Capital, India-dedicated mutual funds managed by Samir received over 15 awards during his tenure, including AAA rating from Standard and Poor’s Micropal for four years in a row (1999 to 2003) for the India Liberalization Fund. In 2002, he was voted as the most astute equity investor in Singapore (rank: 1st) in a poll conducted by The Asset magazine. More recently Helios Strategic Fund has been nominated for the Best India Fund by Eurekehedge in 2006, 2007, 2008, 2010, 2011, 2013, 2015, 2016, 2018 & 2020 and has won the award four times. Helios Strategic Fund has also received the AsiaHedge Award 2018 for its long-term (five years) performance.
Samir Arora received his undergraduate degree in engineering from the Indian Institute of Technology, New Delhi in 1983 and his MBA (gold medalist) from the Indian Institute of Management, Calcutta in 1985. He also received a master’s degree in finance from the Wharton School of the University of Pennsylvania in 1992 and was a recipient of the Dean’s scholarship for distinguished merit while at Wharton.
He likes to read books (not on kindle though), watch movies and attend live sporting events. Samir has total investing experience of 29 years.
Samit VartakFounding Partner and CIO, SageOne Investment Managers
Samit Vartak, Founding Partner and Chief Investment Officer of SageOne Investment Managers 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.
Head- Products & Alternatives, Axis AMC
Mr. Ashwin Patni is the Head Products & Alternatives at Axis AMC. He has joined Axis AMC in 2010 as a Portfolio Manager – PMS and later he was elevated to the post of Head Products.
Prior to his engagement with Axis AMC, Ashwin was associated with IDFC Asset Management
Company as a Portfolio Manager, Structured Products. He has also worked with Standard Chartered Bank as Product Manager, Investment Services. He is a Post Graduate from IIM Calcutta, B.E. in Metallurgy, CFA (USA).
Fund Manager, Axis AMC
Mr. Debojyoti has more than 13 years of experience in private equity investments in India. He has full cycle deal experience driving key decision-making around investments, exits and portfolio management strategy.
Prior to joining Axis AMC, he was heading the India investments of BCP (Baer Capital). He performed complete fund management role in BCP including sourcing, evaluation, negotiation, portfolio management and exits focusing on early-stage investments. Prior to that, he was part of the Standard Chartered Private Equity team in India focusing on growth capital investments. He completed multiple investments and exits in different sectors including consumer, manufacturing, media, construction, services etc. In his current role he is primarily responsible for growing the unlisted investments platform at Axis Asset Management focusing on high-growth opportunities.
He is an MBA from IIM Calcutta and B.E. in Information Technology from Jadavpur University.
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.”
Founder – Abakkus Asset Management
Sunil Singhania, CFA, is the Founder of Abakkus Asset Management, LLP, an India-focused Asset Management Company he established in 2018. Prior to this, in his role as Global Head – Equities at Reliance Capital Ltd., he oversaw equity assets and provided strategic inputs across Reliance Capital Group of companies including asset management, insurance, AIF and offshore assets. And as CIO – Equities, Singhania led Reliance Mutual Fund (now Nippon India Mutual Fund), equity schemes to be rated amongst the best. Reliance Growth Fund (now Nippon India Growth Fund) grew over 100 times in less than 22 years under Singhania’s leadership. Furthermore, he led Reliance Asset Management (now Nippon Life Asset Management) Ltd.’s international efforts and was instrumental in launching India funds in Japan, South Korea, and the UK, besides managing mandates from institutional investors based in the US, Singapore, and other countries. In this capacity, he provided strategic insights and managed equity assets across the Reliance Capital Group, encompassing asset management, insurance, AIF, and offshore assets.
Sunil Singhania, a highly acclaimed figure in the world of finance, has a distinguished career that spans over several decades. His remarkable achievements have solidified his position as a prominent fund manager and industry leader.
Recognized as one of the Best fund managers by Outlook Business in 2016 and 2017, Sunil’s excellence extends over a 10-year timeframe. He achieved a significant milestone by becoming the first Indian to be appointed to the Global Board of the CFA Institute, USA, a position he held from 2013 to 2019. Furthermore, Sunil Singhania currently stands as the sole Indian appointed to the IFRS Capital Market Advisory Committee (CMAC) from 2020 to 2023.
Beyond his impressive career, Sunil Singhania actively contributed to the finance community. He served as the Promoter of The Association of NSE Members of India, representing stock brokers. Sunil’s commitment to advancing the industry led to historic achievements, such as being the first individual from India to be elected as a member of the CFA Institute Board of Governors. His significant roles within the CFA Institute include Chair of the Investment Committee and a member of the Nominating Committee. Moreover, he served on CFA Institute’s Standards of Practice Council for a substantial six-year term. Sunil Singhania was instrumental in founding the Indian Association of Investment Professionals, now recognized as CFA Society India, and held the position of its President for eight years.
Sunil Singhania embarked on his educational journey by graduating in commerce from Bombay University. He solidified his expertise by completing his Chartered Accountancy from the ICAI, Delhi, earning an all India rank. Additionally, he holds the prestigious Chartered Financial Analyst designation conferred by CFA Institute. Sunil’s global perspective was enriched through extensive international travel and participation in numerous global investment conferences and seminars.
Notably, Sunil Singhania was a key member of the 15-member international committee responsible for rewriting the Code of Ethics handbook of the CFA Institute. His substantial contributions within the finance sector have left an indelible mark on the industry.
Managing Director, Aequitas Investment Consulting Private Limited
Siddhartha Bhaiya is a qualified Chartered Accountant and the driving force behind Aequitas Investment and has around 20 years of experience into Equity research and Equity Fund Management. With Siddhartha’s multibagger and contrarian stock picking approach, Aequitas has delivered ~32%CAGR returns over the last 9 years. He has been instrumental in taking Aequitas from a start-up to a 20 bn INR AUM with one of the best performance track record in the industry. Siddhartha believes in generating outsized returns by investing in small cap undiscovered companies. Siddhartha started his career as a Research Analyst with Sushil Finance and has worked with Stratcap Securities, Principal PNB AMC & Reliance Capital Asset Management (RCAM).
Chief Distribution Officer & Head of Sales, Quest Investment Advisors
Mr. Shankar Gopalan heads the sales and distribution initiatives at Quest. He has over 16 years of experience in channel sales and distribution management. He has worked across both mass distribution and niche products spanning the spectrum of mutual funds, PMS, and AIFs. He has a keen pulse of both key stakeholders viz. distributors and investors. Prior to quest, was associated with Sundaram Asset Management Co Ltd and Sundaram Alternates Assets Ltd for over decade and a half. He has completed his B. Com from St Joseph’s Collage, Tiruchirappalli and MBA from ICFAI, Mumbai.
Co-founder & CIO, Narnolia
Shailendra Kumar is the Co-Founder & CIO of Narnolia. Under his leadership, Narnolia has received numerous awards including ‘Most Consistent Portfolio Manager’ and is considered a premium investment advisory firm. He is known for his deep understanding of Investment theories, Stock-selection and Portfolio allocation. He has successfully developed and implemented all four major investing and trading strategies namely, value, growth, reversion and momentum. His preferred investing style is ‘growth in value’. Shailendra has a strong academic orientation having authored as well as mentored numerous financial publications. He has done extensive work on corporate valuation and derivative pricing. He has written as well as guided several finance research papers. Shailendra holds a post-graduate degree from IIT, Delhi.
Managing Director & CIO,
ITI Long Short Equity Fund
– 30+ years of investment experience in Indian equities; Last 14 years in Alternative Investments (Long-Short fund management)
– Last assignment: CIO, Simto Investments, a subsidiary of Tata Investments; proprietary book
– Co-founder & CIO, Heritage India Advisors, Indian advisor to New York based, Heritage Capital, an India long-short equity fund; The Heritage Fund was nominated as among the Top 5 funds in India for its performance in 2010, by Eureka Hedge, an independent international data provider and alternate research firm
– Senior VP & Head, Portfolio Management Services (PMS), Reliance Capital Asset Management; started the business unit for the firm in 2004
– Other Assignments : Corporate Database, SBC Warburg and IL&FS Private Equity
– Education : Commerce graduate, H.R. College of Commerce & Economics; ACMA (cost and management accounting); Completed the CFA program conducted by CFA Institute, USA.
Vikas Khemani, CA, CFA, CS
Founder – Carnelian Asset Advisors
Vikas has ~23 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 position including Institutional Equities and Equity Research.
With a strong business acumen & deep understanding of the Capital Markets, he enjoys strong relationships with Corporate India and is associated with several Industry bodies & committees including the CII National Council on Corporate Governance, FICCI Capital Markets Committee, Executive Council of Bombay Management Association.
He is also 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 the ICAI in 2014.
Head – Channel Biz. Development, Alchemy Capital
He is the Head- Channel Biz. Development at Alchemy Capital. A senior financial services professional, Mr. Mohit Bhagat has an experience of over 20 years in Asset Management and Wealth management business in India. He has served in various positions & geographies with firms like: ICICI Bank, ICICI Prudential MF, Franklin Templeton MF. Academically, he is a MBA in Finance & an IIM C alumnus who has been associated with Alchemy Capital as head to their channel business since Jan 2017.
Co-founder, Upside AI
Ms. Kanika is the co-founder of Upside AI. She has a total of 14 years of work experience in financial services. She spent approx. four years with Mayfield Fund’s India practice advising Mayfield India Fund about investments in consumer internet, apparel, retail, food, technology and enterprise businesses. Mayfield globally has over $3 billion in assets under management and has over $200 million (~Rs 1,300 crores) under management in India. At Mayfield, her key deals included Matrimony.com (IPO – 2017), Amagi (adtech), Knowlarity (enterprise SaaS), Triphobo (travel tech), The Beer Café (food) and Genesis Colors (luxury retail). Before Mayfield, she worked with Credit Suisse in their investment banking team advising technology, media and telecommunication companies in Asia Pacific on mergers and acquisitions for approx. 2 years. Before Credit Suisse, she was with Ernst & Young for 3 years advising asset management companies, foreign funds and FIIs on their India entry and structures from a tax & regulatory perspective.
Educational qualifications: Chartered Accountant (All India Rank 18) and a Chartered Financial Analyst (CFA) degree holder. She also holds a B. Com from Mumbai University.
Head of Research, Quest Investment Advisors
Mr. Saurabh heads the research team at Quest Investment Advisors. He has over 16 years of experience in Equity Research & Strategy. Prior to joining Quest, he worked with HDFC Mutual Fund as part of Equity Research and strategy team. Academically, he is a Chartered Accountant and a B.Com (Hons.) graduate from JNVU, Jodhpur.
Founder, Wright Research
Sonam is the founder of Wright Research where she creates equity and derivatives advisory portfolios based on factor investing and momentum. She has more than 9 years of professional experience in systematic portfolio management and quantitative trading in teams at HSBC, Edelweiss & Qplum where she has built and handled large scale portfolios & trading algorithms.She is a globally recognized researcher in the field of machine learning in finance & quantitative investing. She is also an IIT Kanpur graduate and has a Masters in Financial Engineering from Worldquant University.
She loves quantitative research in finance and trading! She is building a business out of her deep passion for quant finance at Wright Research.
Sankalpo Manoj PalBusiness Development & Product, PMS AIF World
An Investment Professional with more than 6 years of experience in financial planning and wealth management space. Worked in various capacities with different wealth management companies and has comprehensive experience in cementing relationships with the clients for managing wealth and portfolios.
Bhautik has joined Avendus Capital Public Markets Alternate Strategies LLP from December 2016.
Prior to joining Avendus, Bhautik was the Director of Ambit Investment Advisors where he was responsible for the marketing of the Ambit Alpha Fund, which was one of the largest hedge funds in India. Has spent the last 13 years in the asset management and wealth management industry in India. Before Ambit, he worked with Pramerica Mutual Fund, Mirae Asset Mutual Fund and Kotak Wealth Management. He is a MBA in Finance from SP Jain Institute of Management.
CEO – Investment & Strategy, Kotak Investment Advisors Ltd
Lakshmi Iyer heads the fixed income and products team at Kotak Mahindra AMC. She has been with the organisation since the last 20 years and is responsible for credit research, deal execution, managing fund performance across all debt funds and assisting sales in client interaction. In addition to that, she has been a portfolio specialist and managed product related initiatives such as product pricing and coordination with the funds management and sales team in that role. She holds an MBA degree in finance from NMIMS. She loves exploring new places for travelling, is a big food lover and is an ardent movie buff.
Partner, Trifecta Capital
Ms. Lavanya Ashok is a Partner at Trifecta Capital and leads Trifecta’s growth-stage equity investing business. Prior to joining Trifecta, she was Managing Director, Private Equity at Goldman, Sachs & Co. She joined GS as an analyst in 2004 in New York and rejoined the firm in Mumbai in 2010 – across these stints, she has spent over 12.5 years with the firm. Prior to re-joining Goldman Sachs, Lavanya worked as an investment professional at SPO Partners, a $10 billion California-based hedge fund.
Lavanya earned a BS in Economics and Finance summa cum laude from The Wharton School at the University of Pennsylvania in 2004 where she was among the top 1% of students in her graduating class, and an MBA in 2010 from Stanford University where she was a Barrett Fellow and President of the South Asia Students’ Association.
Lavanya is passionate about investing, books, dance, yoga, and meditation. When not at work, she can be found outdoors with her husband and twin toddlers.
Mr. Kamal Manocha, who is the CEO & Chief Strategist at PMS AIF World, is an enthusiastic team-mate with the aim and purpose of serving clients with the most knowledgeable approach to investing, by practicing his skills in the areas of his interests, like – Investments, Education, and Content Writing. He is Honours in Economics and holds an MBA in Finance. He carries many Investment certifications and holds vast experience of more than 15 years in the field of Investments.
Investment Manager, Alder Capital
Rakhi Prasad is an investment manager at Alder Capital with a focus on investment research covering financials, healthcare and technology. She has over 20 years of experience across asset management, investment banking, private equity, and risk management. She started her career at Goldman Sachs, N.Y. At Enam Securities, one of the leading investment banking and financial market intermediaries, she played a critical role in mandates relating to the consumer sector. Prior to joining Alder, she was in the leadership team at Matrix Partners India. She holds a master degree in Financial Engineering from Columbia University and a bachelor degree from the University of Michigan and Lady Shri Ram College. She is the founding member of the Women’s Investment Network and a member of Bloomberg’s Women’s Buyside Network. She is a board member of the recently listed technology company, MapmyIndia. She has been honoured as India’s Top 100 Women in Finance in 2020 by AIWMI.
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