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Bharat Shah - Aif Pms Expert

Bharat Shah

Executive Director, ASK Group

Mr. Bharat Shah is a qualified rank-holding Chartered Accountant, Cost Accountant, and MBA in Finance from the Indian Institute of Management Calcutta. He is currently working as the executive director at The ASK group.

Raamdeo Agrawal Portfolio - Motilal Oswal Financial Services

Raamdeo Agrawal

Chairman, Motilal Oswal Financial Services Limited (MOFSL)

Raamdeo Agarwal is the chairman and co-founder of Motilal Oswal Financial Services Ltd. He is known as a renowned value investor who believes in the power of compounding. In 2019, he was among the list of billionaires according to Forbes, with a net worth of $1 billion in 2018.

Samir Arora Portfolio - Helios Capital PMS

Samir Arora

Founder & Fund Manager, Helios Capital

Samir Arora, a graduate in engineering from the Indian Institute of Technology, New Delhi, pursued an MBA from the Indian Institute of Management, Calcutta. He then completed his Master’s degree in finance from The Wharton School of The University of Pennsylvania. During his Master’s degree, he secured the Dean’s scholarship. 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.

Sunil Singhania Portfolio - Abakkus Asset Management PMS

Sunil Singhania

Founder, Abakkus Asset Management

Sunil Singhania founded Abakkus Asset Manager LLP, an investment management company, in 2018 after 24 years of work experience. He is a chartered accountant who then became a chartered financial analyst from CFA Institute.


Prashant Khemka Portfolio - Fund Manager White OAK

Prashant Khemka

Founder & CFA, White Oak Capital Management

Mr. Prashant R. Khemka is the founder and Managing Director of White Oak Capital Management, founded in June 2017. A Mumbai native, Prasad was born on 4 November 1971. He has a Bachelor of Engineering in Mechanical Engineering from the University of Bombay and an MBA in Finance from Vanderbilt University.


Kenneth Andrade Portfolio - Old Bridge Capital PMS

Kenneth Andrade

Chief Investment Officer, Oldbridge Capital

Kenneth Andrade is a graduate in financial accounts and economics from N. M. College of Commerce and Economics. He has worked in Indian capital markets, portfolio management, and investment research for over 30 years. He worked as a Fund Manager of equities for Kotak MNC and Kotak midcap funds with a total corpus of $120 million. Mr. Andrade led a team to set up a retail advisory desk at Sharekhan

Saurabh Mukherjea - AIf pms Expert

Saurabh Mukherjea

Founder & CIO, Marcellus Investment Managers

Saurabh Mukherjea is the Founder and Chief Investment Officer of Marcellus Investment Managers. Saurabh was educated at the London School of Economics where he earned a BSc in Economics (with First Class Honours) and an MSc in Economics (with distinction in Macro & Microeconomics). In London, Saurabh was the co-founder of Clear Capital and in 2007 he was rated by the Extel Survey as one of the top small cap analysts in the UK. In India, Saurabh was rated as the leading equity strategist in 2015, 2016 and 2017 by the Asiamoney polls. Prior to setting up Marcellus, Saurabh was the CEO of Ambit Capital.

Hiren Ved Co-founder & Director, Alchemy Capital Management - AIf pms Expert

Hiren Ved

Co-founder & Director, Alchemy Capital Management

Hiren Ved is a graduate in business/commerce from Mithibai College. Post his graduation; he worked at K.R.Choksey Shares & Securities Pvt Ltd, where he joined as an analyst. Here, he honed the skill of bottom-up equity research across sectors, which he is well known for. He rose to become director of research over the years. Ved also worked as an investment consultant for Prime Securities Limited. He was responsible for investing in public and private markets. He gained skills and knowledge by working on both the research sides, sell and buy


Viraj Mehta MD, Equirus - AIf pms Expert

Viraj Mehta

MD, Equirus

Mr. Viraj Mehta is the Managing Director and fund manager of Equirus PMS. He holds a bachelor’s degree in Chemical Engineering from Nirma Institute of Technology, Ahmedabad.

Viraj has completed MBA from Management Development Institute, Gurgaon.


Samit Vartak Founder & CIO, SageOne Investment Managers - AIf pms Expert

Samit Vartak

Founder & CIO, SageOne Investment Managers

Samit Vartak is the founder and chief investment officer of The SageOne Investment Managers LLP. He completed his Master’s of Business Administration (MBA) from Olin Business School of Washington University in St. Louis.


Devina Mehra PMS Portfolio - First Global Group

Devina Mehra

Co-Founder, Chairperson & Managing Director, First Global Group

Devina Mehra is a co-founder, chairperson, and Managing Director At First Global. Earlier, she used to head research and investment strategy, but soon she started with fund management functions. She believes that the fund management functions have always been the strength of First Global

Aniruddha Sarkar Chief Investment Officer

Aniruddha Sarkar

Chief Investment Officer

Aniruddha Sarkar is currently serving as Chief Investment Officer at Quest investment Advisors. He is a master in managing Equity strategies. Before joining Quest, he was working with IIFL for 15 years.

Raman Nagpal Inventor and CIO

Raman Nagpal

Inventor and CIO, Accuracap

Raman Nagpal is very well known for his technological and finance background. He is also the founder and inventor of various technologies and new businesses. His passion and experience towards investing are reflected in his investment philosophies.

Rahul Rathi Portfolio - Fund Manager Purnartha PMS

Rahul Rathi

Chairman, Purnartha

Rahul Rathi has exceptional experience of 20 years in risk management. He has globally served financial institutions in New York, London, Asia.

Dheeraj Sachdeva_Roha

Dhiraj Sachdev

Managing Partner & Chief Investment Officer

Dhiraj is currently working as a managing partner and Chief Investment Officer(CIO) at Roha Asset Manager. Looking over his educational qualifications, he has completed his graduation in b.com from Mumbai.

Andrew Holland CEO, Avendus Capital

Andrew Holland

CEO, Avendus Capital Public Markets Alternate Strategies LLP

Andrew is the current CEO of Avendus Capital Alternate Strategies. Before working with Avendus, he worked with Ambit Investment Advisor, where he built India’s largest and most successful Hedge Funds.

Nalin Moniz Edelweiss AMC

Chief Investment Officer – Alternative Equities, Edelweiss AMC

A graduate of the Jerome Fisher Program in Management and Technology from the University of Pennsylvania (USA); with joint degrees in Economics from the Wharton School & Computer Science Engineering from the Moore School, meet the CIO of Alternative Equity at Edelweiss Asset Management – Mr. Nalin Moniz, CFA

Shankar Sharma PMS Portfolio - First Global Group

Shankar Sharma

Co-Founder & Vice Chairman, First Global Group

Shankar Sharma is an MBA graduate from the Asian Institute of Management located in Manila, Philippines. He finished on the institute’s Dean’s list, which consists of the top 10 percent of the class.

Taher Badshah Chief Investment Officer

Taher Badshah

Chief Investment Officer

Taher Badshah holds a B.E. degree in Electronics from the University of Mumbai. He further studied and secured a Masters in management studies with a specialization in finance from S.P. Jain Institute of Management.

Amit Jeswani Portfolio - Fund Manager Stallion Asset

Amit Jeswani

Founder - Stallion Asset

Amit Jeswani secured a bachelor of business administration with a focus on finance from Kingston University. He is a double charter; he is a chartered financial analyst from Virginia, the USA, and a Chartered Market Technician from New York, USA.

Sandeep Daga Founder, MD & CIO, Nine Rivers Capital

Sandeep Daga

Founder, MD & CIO, Nine Rivers Capital

Sandeep Daga is a B.E. in Engineering graduate from Amravati University. He completed his master’s in management studies and finance from SVKM’s Narsee Monjee Institute.

Manish Jain Portfolio - Fund Manager Ambit PMS

Manish Jain

Fund Manager at Ambit Investment Advisors

Manish Jain holds a Chartered Financial Analyst (USA) designation and a Management and Human Resource Development MBA from the Symbiosis Centre in Pune.

He is currently working with Ambit Investment Advisors as a Fund Manager of coffee can PMS. He worked for Nomura as a lead analyst covering FMCG, electrical durable, and retail.

Mayur Shah Anand Rathi

Mayur Shah

Fund Manager at Anand Rathi

More than 15 years of rich experience in Investment advisory, Product Development and Portfolio Management.