leaders - PMS AIF World

Nilesh Shah Portfolio

Nilesh Shah, Managing Director (MD) at Kotak Mutual Fund. Nilesh Shah has over 28 years of experience in capital markets, having managed funds across equity, fixed income and real estate for local and global investors.

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

Sunil Singhania 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

Hitesh Zaveri SVP & Head – Listed Equity Alternatives, Axis AMC Mr. Hitesh Zaveri joined Axis AMC in 2022 as SVP & Head – Listed Equity Alternatives. He is responsible for managing the Axis PMS

Anand Shah CIO, Alternates, ICICI prudential AMC He has more than two decades of rich fund management experience in the Asset Management industry, most recently as CEO of NJ Asset Management. Prior to this stint,

Rajesh Kothari 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

Ashish Jagnani, Fund Manager, Kotak Mahindra AMC.

Praveen Kumar

Praveen Kumar, CIO, AlphaGrep IM.

Sandip Bansal

Sandip Bansal Senior Portfolio Manager, ASK Investment Managers Mr. Sandip Bansal has a work experience of over 20 years with 16+ years in equity markets. Sandip joined ASK from SBI Life Insurance where he has

Arun Subrahmanyam, Founder & Managing Partner, Ampersand Capital.

Jaimin Gupta

Jaimin Gupta, Co-Founder, Chanakya Fund.

Nishad Khanolkar

Nishad Khanolkar, President & Fund Manager, Pantomath Capital Pvt. Ltd.

Sandeep Daga

Sandeep Daga, MD & CIO, Nine Rivers Capital Sandeep has an experience of 30+ years in financial markets primarily in Public & Private Equity investing. The flagship small cap PMS fund of Nine Rivers has

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

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

Gaurav Mehta joined SBI Funds Management (SBIFM) in November 2018 as an Equity Analyst in SBI Mutual Fund and subsequently moved to having fund management responsibilities as well. With effect from October 2021, Gaurav is

Lakshmi Iyer 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

Lavanya Ashok 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.

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

Ajay Vaswani Chief Business Officer, ITI Long Short Equity Fund Mr. Ajay is the Chief Business Officer at ITI Long Short Equity Fund. He has 19+ years of experience in the Indian Financial Markets and

Mohit Bhagat 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

Mr. Jiten Doshi, Co-Founder & Chief Investment Officer He co-founded Enam’s Asset Management (Enam AMC) business in 1997. He has over 30 years of experience in capital markets and has been with the Enam Group

Vikaas M Sachdeva Chief Executive Officer, Emkay Investment Managers Ltd. Vikaas is an industry veteran with over two decades of experience. In the course of his career, he has held several influential and senior management

Andrew Holland CEO – Avendus Capital Alternate Strategies Prior to joining Avendus Capital Public Markets Alternate Strategies LLP, Andrew was the CEO of Ambit Investment Advisors where he built one of India’s largest and most

Anup Maheshwari 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

Raamdeo Agrawal 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

Samir Arora 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

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

Mr. Raghavendra Reddy, Portfolio Manager, Enam AMC Mr. Raghavendra Reddy, Portfolio Manager: He has over 16 years of experience in Equity markets with expertise across Research, Portfolio Management and Equity Advisory. Prior to this, he has worked

Jyotivardhan Jaipuria, Founder & Managing Director, Valentis Advisors Founded by Jyotivardhan Jaipuria in 2015, Valentis Advisors is Mumbai-based long only India specialist investment firm. Mr. Jyotivardhan Jaipuria has an overall 36 years of experience in

AV Srikanth, Co-Founder & CEO Neo Wealth AV Srikanth has 24 years of experience leading Private Wealth Management business as CEO of Motilal Oswal and Anand Rathi. He has over two decades of advisory experience

Anirudh Garg, Partner & Fund Manager, INVASSEST LLP Anirudh Garg stands at the forefront of financial innovation as the architect of InvAsset. His academic credentials include a Bachelor of Business Studies from Shaheed Sukhdev College and

Ashish Ahluwalia Director – Private Equity, Axis AMC Ashish Ahluwalia joined Axis AMC in July 2022 as Director – Private Equity to build and strengthen the firm’s private equity and venture capital investing capabilities. He

Perumal Srinivasan Managing Partner, XPONENTIA CAPITAL PARTNERS Previously Managing Director & Head of Citigroup – India Private Equity Team (CVCI) Part of Leadership Team raised two global EM funds: USD 1.5 billion in 2005, USD

Mr. Abhisar Jain, CFA, Head and Fund Manager of Monarch AIF Abhisar Jain is the Head and Fund Manager of Monarch AIF and has 14 years of experience n the equity markets with specialization in

Anil Rego Founder & CIO, Right Horizons Mr. Anil Rego is an Investment Professional, Entrepreneur, and Author. He is the Founder of the Right Horizons Group which was started 19 years back. He is also

Dhaval Kapadia, Director, Portfolio Specialist, Morningstar Investment Adviser India Pvt. Ltd. Dhaval Kapadia is Director, Portfolio Specialist, for Morningstar Investment Adviser India. He is responsible for leading Morningstar’s Managed Portfolios business in India. Dhaval has

Utsav Mehta, Fund Manager – Alternative Equities, Edelweiss AMC Utsav Mehta is the Fund Manager for Alternative Equities at Edelweiss Asset Management Limited and manages the Catalyst & Consumer Trends Fund. He plays an integral

Nandik Mallik, CIO, Avendus Capital Public Markets Alternate Strategies LLP Nandik is the part of the investment team and the Chief Investment Officer at Avendus Capital Public Markets Alternate Strategies LLP. Prior to joining Avendus, he

Hemant Daga Co-Founder & CEO, Neo Asset Management Hemant has more than 19 years of experience in Indian financial services. Across leading organizations like ICICI Bank and Edelweiss Financial Services. In his last role with

Ashish Khandelia, Founder, Certus Capital I Earnnest.me Ashish has over 20 years of experience with expertise in Real Estate Investing and ending. In his earlier roles, he led RE businesses at KKR and Morgan Stanley

Ami Shah Senior Assistant Editor, ET Prime Ami Shah is a business journalist with nearly two decades of experience. Currently, she is a Senior Assistant Editor at ET Prime. She has previously worked with Mint

Prateek Pant Chief Business Officer, WhiteOak Capital Management Mr. Prateek Pant is the Chief Business Officer at WhiteOak Capital Management. He is responsible for driving the overall business objectives through multiple distribution channels, innovative marketing

Shekhar Daga Head- Private Capital at ICICI Prudential AMC Mr. Shekhar Daga is the Head- Private Capital at ICICI Prudential AMC. In a career spanning over two decades, Shekhar has handled entire gamut of investment management across

Gaurav Proothi Vice President & Channel Head – Alternates, Axis Asset Management Mr. Gaurav Proothi is the Vice President & Channel Head of Alternates at Axis Asset Management. He has nearly 2 decades of industry

Manoj Bahety Co-founder & Portfolio Manager, Carnelian Asset Advisors Manoj has over 20 years of a rich & diverse financial services experience having worked with marquee institutions including Edelweiss Securities, Morgan Stanley, RIL, HPCL. He

Kunal Pawaskar Principal Officer & Head – Portfolio Management Services Mr. Kunal Pawaskar joined Tata Asset Management in September 2021, as Principal Officer & Head – Portfolio Management Services. He joined Tata Asset Management from

Karthik Athreya Head – Product & Strategy, Sundaram Alternates Mr. KARTHIK ATHREYA is the Head – Product & Strategy at Sundaram Alternates with an objective to build a scalable alternatives fund business in fixed income

Geetika Gupta Fund Manager, ICICI Prudential AMC Ms Geetika Gupta is Fund Manager – Portfolio Management Services & Alternative Investments Funds at ICICI Prudential AMC. She has over a decade of experience in investments, both

Bhavin Shah Portfolio Manager, Sameeksha Capital Mr. Bhavin Shah is the Founder & Portfolio Manager at Sameeksha Capital. He has been rated the #1 technology sector analyst in Institutional Investors polls for a decade. He

Aakash Desai Head – Private Credit, 360 One Asset Mr. Aakash Desai is Head of Private Credit at 360 One Asset. He has a rich experience of about two decades of diverse experience in Institutional Financial

Rakhi Prasad Investment Strategist, R4 Family Office Rakhi Prasad is an investment strategist at R4 Family Office. She has 22+ years of global experience in the field of finance across research, operations, risk management and investment

Kanika Agarrwal 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

EA Sundram Executive Director, BugleRock Capital Wealth & Asset Management Sundaram’s previous stints include a role as Manager (Research) at SBI Mutual Fund, Head of Research and Fund Manager at Zurich India Mutual Fund, Senior

Rajnish Garg Partner & Fund Manager, INVasset Rajnish Garg is one of the most respected names in the stock market fraternity in North India. He is a Chartered Accountant & Company Secretary and has 30+

A finance professional with 24 years of experience, Rakesh Rathod currently leads smallcase advisory business. He has been instrumental in setting and scaling up Domestic Business for Nuvama Prime Brokerage Services where he championed the

Vineet Jain has introduced India’s first Alternative Investment Fund (AIF) focused on Covered Call Strategy, “Volvin Growth Fund – Active Rabbit”. This revolutionary approach has caught the attention of the investing community, proving that with

Yash Ravel CEO – Fund Management, Welspun One Yash has 15+ years of overall experience, with 13 years in real estate investing & asset management, during which he worked on transactions of over USD 600MM.

Divam Sharma CEO & Co-founder, Green Portfolio Divam brings over a decade and a half of expertise in managing stock market investments, complemented by his MBA from the Indian School of Business, Hyderabad. He is

Chockalingam Narayanan Senior Fund Manager – PMS & AIF, ICICI Pru AMC Mr. Chockalingam Narayanan has over 17 years of extensive experience in Fund Management, Investment Research and Market Analysis. He has been instrumental in

Saurabh Patwa 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

Sonam Srivastava 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

Ashwin Patni 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

Debojyoti Ghosh 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

Hiren Ved 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.

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

Charandeep SinghFounder & Fund Manager, Girik Capital Mr. Charandeep Singh is the Founder & Fund Manager of Girik Capital. He currently jointly leads the investment decision making process at Girik. He has over two decades

Saurabh Mukherjea, CFA Founder & CIO, Marcellus Mr. Saurabh 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

Ravi DharamshiFounder & CIO, ValueQuest Investment Advisors Mr. Ravi Dharamshi is the Founder & CIO of ValueQuest Investment Advisors. He has an MBA in Finance from McCallum Business School, US. He returned from the US

Manish SonthaliaExecutive Director and CIO – Alternates and Offshore, Motilal Oswal AMC Mr. Manish Sonthalia serves as the Executive Director & CIO – Alternates and Offshore at Motilal Oswal Asset Management. He has over 22

Mehul JaniSenior Executive VP & Fund Manager- Listed Equity, IIFL Asset Management Mr. Mehul Jani is the Senior Executive VP & Fund Manager- Listed Equity at IIFL Asset Management. Prior to joining IIFL, Mr. Jani

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’

Prateek AgrawalExecutive Director, Motilal Oswal AMC. Mr. Prateek Agrawal is the Executive Director at Motilal Oswal AMC. Previously, he was the Business Head & CIO of ASK Investment Managers Ltd. He works closely with clients

Amit Jeswani 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

Amit MantriCo-Founder, 2Point2 Capital Mr. Amit Mantri is the Co-Founder of 2Point2 Capital, a SEBI-registered Portfolio Manager. 2Point2 Capital was started in 2016 and currently manages more than 650 crs in assets. Amit has over

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

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

Harish Nair Portfolio – Consulting, CBRE South Asia Pvt Ltd

Harish Nair Executive Director – Consulting, CBRE South Asia Pvt Ltd Harish Nair is an Executive Director with the Consulting Team of CBRE South Asia Pvt Ltd and is heading the Consulting business for

Bhautik Ambani MD, Avendus 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

Rahul Rathi Chairman & Fund Manager, Purnartha Investment Advisers Rahul Rathi is the Chairman and Fund Manager at Purnartha Investment Advisers (Purnartha) Private Limited. He has over 20 years of investment and risk management experience

Karthik Kumar Portfolio Manager, Axis AMC Karthik has over 10 years of experience in building and managing Quantitative strategies for India and or the Asia Pacific region. Prior to joining Axis AMC, he was

Kenneth Andrade Founder & CIO – Old Bridge Capital Management Kenneth Andrade is the Founder and Chief Investment Officer of Old Bridge Capital Management. He manages the investment process and leads investment ideation for

Anand Sharma Portfolio Manager – PMS, ICICI Prudential AMC Anand joined IPAMC in April 2014. In his current role, Anand is a portfolio manager for two of IPAMC’s PMS Strategies – ICICI Prudential PMS Flexicap

Karan Bhagat Founder, MD & CEO – IIFL Wealth Karan Bhagat is the Founder, Managing Director, and Chief Executive Officer of IIFL Wealth & Asset Management. Karan joined IIFL Holdings Ltd. (formerly India Infoline) to

Balaji Rao Managing Partner – Real Estate, Axis AMC Balaji Rao is the Managing Partner – Real Estate at Axis AMC. He has joined the company in February 2018 and is responsible for driving the

Sachin Shah Fund Manager, Emkay Investment Managers Ltd. Sachin is a seasoned fund manager with over two decades of experience in the Indian equity markets. By virtue of his extensive research, Sachin realised early-on the

Ashish Shanker Deputy Managing Director – Motilal Oswal Private Wealth Management(MOPWM) Ashish Shanker is Deputy Managing Director at Motilal Oswal Private Wealth Management(MOPWM) encompassing Family Office Mandates, Product & Research, Financial Planning and Investment Strategy.

Vaibhav Sanghavi Co-CEO & Portfolio Manager, Avendus Capital Alternate Strategies Vaibhav Sanghavi has over 17 years of experience in managing funds across leading financial institutions. He joined Avendus in December 2016 as Co-CEO of Avendus

Dinshaw Irani Chief Investment Officer, Helios India Dinshaw Irani is the Chief Investment Officer of Helios India. Prior to this, he was Executive Director at Artemis Advisors (exclusive research advisors to Helios Singapore) for over

Navin Agarwal CEO – Motilal Oswal Asset Management Company Mr. Navin Agarwal is the Managing Director and Chief Executive Officer of Motilal Oswal Asset Management Company Limited (MOAMC). Prior to joining MOAMC, he was Managing

Madanagopal Ramu Head – Equity and Fund Manager, Sundaram Alternates 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

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

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

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

Shankar Sharma, Head, Global Strategy Group @ First Global Mr. Shankar Sharma has been called “The Alchemist of Dalal Street” by Forbes magazine. He has been widely quoted in the Wall Street Journal, CNBC, Financial

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

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

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

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

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

Mitul Patel Head – PMS Investments, HDFC AMC Mitul has an overall experience of 14 years across areas of research, fund management, private equity advisory and investment banking. Prior to joining HDFC AMC, he was managing

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