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Fund Snapshot

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About Fund Manager

Neelesh Dhamnaskar : Principal Officer – Portfolio Management Services

Neelesh has over 17 years’ experience in equity markets and financial services domain. Before joining the PMS division of Invesco, Neelesh was managing few equity funds, overseas fund of fund schemes of Invesco Mutual Fund as well as tracking few sectors as an analyst. He was previously working with Enam(now a part of Axis Bank) where he was tracking companies across sectors and assisting the PMS Fund Manager in his investment decisions. Prior to this, he was working with KRC, a domestic broking house in equity research and has also worked with Anand Rathi Securities Limited as a Commodities Research Analyst. Neelesh holds a Commerce degree and an MMS degree with specialization in Finance from Mumbai University.

Taher Badshah:Chief Investment Officer – Invesco

Taher Badshah holds a B.E. degree in Electronics from the University of Mumbai. He further studied and secured a master’s in management studies with a specialization in finance from S.P. Jain Institute of Management. Taher Badshah was the Senior Fund Manager and Head Equities of Mutual Funds at Motilal Oswal Asset Management. Mr. Badshah has experience of 27 years of in the Indian equity market, of which ten years in sell-side research and the rest 14 in Fund Management. He has worked with various companies, including Kotak Mahindra Investment Advisors, ICICI Prudential Asset Management, and Alliance Capital Asset Management. Since 2017, Mr. Badshah has been the President and CIO at Invesco Mutual Funds

Investment Philosophy

  • To maximise the value of your money by investing in stocks and other equity-related securities.
  • Companies that benefit from R.I.S.E in consumer discretionary spending are the subject of the portfolio.
  • Companies that benefit from operational and financial leverage are preferred in the portfolio.

R – Demand recovery and rise in Discretionary Spending

I – Idle Capacity that is potential for operational and financial leverage

S – Superior Business models

E – Earnings recovery

Unique Feature

 Invest in businesses that can benefit through financial and operational leverage.

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