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Topic : Discretionary Wealth Management and Asset Allocation in Client Portfolios
Speaker Name and Designation : Shobhit Mathur, Senior Director, Head – Kotak Optimus at KIAL
Host : Vikas Agrawal, Founder & CEO, AIF & PMS Experts India
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CEO & CIO of InCred Asset Management
18+ years of rich experience in Investment Management & Equity Research
Formerly Deputy CIO – Equities of ICICI Prudential AMC- amongst the top fund management houses in India, where he was instrumental in setting up research processes, designing product strategy as well as for talent development
He actively managed assets of INR 25,000 crores including some of the largest flagship funds for ICICI Prudential.
Under his management, the Value Discovery fund grew from INR 1,500 crores to INR 20,000 crores
Has a track record of delivering industry-leading returns through market cycles.
Has been awarded and recognized at various industry forums & consistently rated highly by Morningstar
Aashish holds a Bachelor of Engineering in Polymer Science from Pune University and a Masters in Management Studies in Finance from NMIMS, Mumbai University.
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 Director of Motilal Oswal Financial Services Limited. He started his career as an Analyst in 1994, went on to be Head of Research and managed Portfolios till 2000.
He joined Motilal Oswal Group in 2000 and has been responsible for building as well as running various businesses over the last two decades. He is a part of the Executive Board that drives business strategy and reviews for all businesses besides capital allocation of the group.
HMr. Navin Agarwal is affiliated with prestigious organizations like Institute of Chartered Accountants of India, Institute of Cost and Works Accountant of India, Institute of Company Secretaries of India and CFA Institute, Virginia. He has co-authored a book on stock markets “India`s Money Monarchs”.
Head- Sales and Distribution at IIFL Asset Management
Mr. Anunaya Kumar is Head for AMC Domestic Sales. In his role he will be responsible for Business development, Sales and distribution at IIFL AMC.
Anunaya was last associated with Invesco MF as Head for Retail Sales. His previous stints have been with DSP Blackrock Investment Managers, Royal Bank of Scotland, Citibank and IDBI Bank.
He is a MBA in Finance and has 22 years of professional experience. He has worked for corporate banking, retail banking, wealth management and AMC at senior leadership positions and has handled both B2B as well as B2C channels.
CEO and Managing Partner, Complete Circle Wealth
Kshitiz Mahajan is a Co-Founder of Complete Circle Capital Private Limited with over 16 years of expertise in banking, mutual fund product development, and distribution. As an entrepreneur, he is setting new standards by establishing a prestigious business with a research and content-based platform that offers cutting-edge financial solutions.
Prior to founding Complete Circle Capital, Kshitiz worked with Motilal Oswal AMC as Vice President and Zonal Head-North Region. He was a part of an incredible five-year development adventure that saw AUMs rise from 48 crores to 6000 crores. His previous asset management expertise includes roles as Regional Head North and Regional Manager – Distribution with Canara and Reliance AMC. Kshitiz enjoys jogging, and his tenacity shows in the perseverance and achievements he has made in this field.
Kshitiz has a passion for running and his stamina reflects in the persistence and milestones he has achieved in this industry.
Founder, Abakkus Asset Management LLP
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.
Mr. Singhania was a member of the 15-member international committee that rewrote the Code of Ethics handbook of the CFA Institute. For eight years (2005-13), he headed the Indian Association of Investment Professionals. The CFA Institute also enlisted him as a board member, and he later became the chair of the investment committee.
The renowned CFA worked at Reliance Capital for 15 years, where he initially headed the equity investments with a focus on Indian companies. He then went on to become Global Head- Equity at Reliance Capital. During Mr. Singhania’s leadership, 100% growth occurred in a reliance growth fund in 22 years.
Founder & Managing Director AlfAccurate Advisors Pvt Ltd MBA, CWA
Mr. Rajesh Kothari is the visionary Author & Managing Director of AlfAccurate Advisors & the driving force behind making AAA one of India’s most admired, award-winning investment operation enterprises. With 25 times of rich experience in the Indian capital request with deep moxie in Long Only & Long Short investment strategy, he has conceptualized & executed AAA’s unique Radically Flexible investment morality and 3M investment gospel towards harmonious superior threat- acclimated returns over the once 11 times.
EVP & Head – PMS Kotak Mahindra Asset Management Company (KMAMC)
Anshul Saigal heads the Portfolio Management Services (PMS) business of KMAMC. He has expertise in behavioural finance and value investing principles.
Anshul has over 21 years of experience in the Indian capital markets, of which he has spent over 15 years with Kotak Portfolio Management Services. Prior to this, Anshul has worked with JP Morgan (Equity Research), ICICI Bank and Standard Chartered Bank, where he analysed equities and corporate credit.
Anshul completed his MBA (Finance) from Management Development Institute, Gurgaon and is an Engineering graduate (Industrial Engineering) from SIT, Tumkur.
Anshul is an avid reader with particular interest in behavioural finance.
Head – PMS & AIF Business ICICI Prudential AMC Ltd
Mr. Sharzad Sethna comes with nearly two decades of experience in the Financial Services industry. He joined ICICI Prudential Asset Management Company Ltd (IPAMC) in May 2005 as a management trainee. Sharzad has done various roles in the organization starting as a relationship manager in the Mumbai retail sales team to Heading Channel Distribution & Product Communication in his previous role.In his current role, Sharzad heads the Business Development for ICICI PrudentialAlternate Investments. He is responsible for developing the PMS & AIF product suitefor the AMC across various asset classes (Long Only, Long Short & Fixed Income)as well as for growing the AUM through various Fund raising initiatives.He holds an MBA from NMIMS, Mumbai.
Director – Investments in WhiteOak
Parag has rich experience of over 14 years in institutional equity research Banking and Financial Services Institutions (BFSI) sector. Parag joined WhiteOak in 2017 and is responsible for covering the Financial Services sector. Prior to joining WhiteOak, he worked as a lead analyst with Religare Capital. Before that he has worked with Macquarie and other brokerage firms covering BFSI sector. He was highly rated by marquee institutional clients for his original think pieces and primary research work.
Parag is a Chartered Accountant under the Institute of Chartered Accountants of India (ICAI). He did his MBA from K J Somaiya Institute of Management of Mumbai University. He also holds CFA charter from the CFA Institute (AIMR).
Founder and CEO of AIF & PMS Experts India Pvt Ltd.
Mr. Vikas Agrawal is a Founder and CEO of AIF & PMS Experts India, He is a MBA graduate with a specialization in finance. He has also persued various investment courses from Flame University Pune. With over two decades of expertise in the Asset & Wealth Management Industry, he has established himself as an iconic figure for all of his financial educational programmes for HNI investors in India. He transmitted his alternate investment expertise via podcasts, YouTube videos, informative blogs, and so on displayed at www.aifpms.com. He has interviewed the best 100 brains for equities in India and shared their wisdoms with all the client members of AIF & PMS Experts India. His ”Ask The Expert” show is particularly designed to provide expert opinions, information, and forecasts to the public as a way to keep them up-to-date in the best manner possible. He is one of the guest speaker at Zee Business in order to raise awareness about AIF & PMS industry and empower our country’s overall wealth.
AIF & PMS Experts India was founded with the single goal of helping investors to participate in capital markets through AIF & PMS and enhance there overall experience and portfolio performance.
Head – Real Estate Investments Fund
Over 14years of real estate private equity, investment banking and construction finance experience in India.
Prior to joining Aditya Birla Sun Life AMC Limited in July 2013, Akshat was Vice President real estate investment banking at ENAM/AXIS Capital (Sep 2009-Jun 2013) where he was part of a ~USD 1 billion fund raise via initial public offerings.
Before ENAM, Mr. Akshat Pandya worked with the Real Estate Prop Investments book at Lehman Brothers/Nomura (July 2007-July 2009) and prior to that with HDFC Limited in their developer finance team (May 2004 – Jun 2007).
He received a Master’s degree in Management Studies (specializing in Finance) and a Bachelor’s degree in Commerce from the University of Mumbai.
Head – Alternate Investment Equity
Mr. Sameer Narayan Has 25+ years of experience in Indian Equity markets with significant alpha generation track record over longer time periods.
Prior to joining ABSLAMC, he was Head PMS at Invesco Asset Management (India) Private Limited. He managed segregated mandates across both growth (Caterpillar) & value (RISE & DAWN) strategies. Prior to Invesco, he set up the Adani Family Office in Sep 2011. He began his buy- side career with BNP Paribas Asset Mgmt in 2006 where he advised offshore mandates. He has had varied sell-side experience through his stints at SSKI, Enam Securities & Motilal Oswal.
Sameer holds Master in Management Studies (MMS) from Narsee Monjee Institute of Management Studies, Mumbai and B.E. degree with specialization in Production Engineering.
Co-founder & CIO Enam AMC
Mr. Jiten Doshi manages the flagship offering – Enam India Core Equity (EICE) Portfolio. Mr. Doshi is a veteran with over 30 years of experience in the capital markets and oversees the research and investment process at Enam AMC. He has been responsible for initiating several research processes and developing proprietary research tools which are at the core of our investment philosophy. He is a Commerce Graduate from Mumbai University.
Senior Executive Vice President at IIFL Asset Management
Nidhi Ghuman is Senior Executive Vice President at IIFL Asset Management (IIFL AMC).Nidhi’s investing experience cuts across growth, buyout and turnaround situations. At IIFL Asset Management, she leads investments across various sectors such as Healthcare, Industrials, Consumer etc for IIFL AMC’s private equity funds.Prior to IIFL AMC, she was a Principal at Multiples Private Equity where she was part of the journey from investing to exit across multiple investments in healthcare, pharma and business services. She started her career with SBI Capital Markets and GE Capital where she advised companies on equity and debt fund raising, M&A, and debt restructuring. Nidhi holds a MBA from XLRI Jamshedpur and B.Tech from IIT Madras.
Head – Real Estate IIFL Asset Management
Amar Merani is Head – Real Estate at IIFL Asset Management. In his role, he leads the team for the real
estate strategy managing all aspects of fund, processes,interface developers and clients.He has a rich experience of more than two decades in fundraising, exits, and executing high-yield structured credit transactions at leading firms.Prior to joining IIFL AMC, he was MD & CEO of Xander Finance, where he led by building up the team and setting up policies. He has built strong relationships with developers,landowners, banks, NBFCs, and HFCs.
His previous stints include Kotak Investment Banking, Lazard India, IL&FS.He is an active member of industry associations such as Confederation of Real Estate Developers Association of India (CREDAI), National Real Estate Development Council (NAREDCO), Confederation of Indian Industry (CII), Federation of Indian Chambers of Commerce and Industry (FICCI) and others.He is an electrical engineer from VJTI, Mumbai and holds an MBA from NMIMS, Mumbai where he specialized in Finance and Operations.
Director & Chief Business Officer at Motilal Oswal AMC
Wide experience of over 22 years in financial services industry in India.
Presently, working with Motilal Oswal AMC as CBO. Overseeing Sales & Operations / products & business development .
Prior to Motilal Oswal AMC, I have worked with Daiwa AMC as Head Retail Sales. I have also been associated with Birla Sun Life Mutual Fund and Birla Global Finance Limited in various capacities since 2000.
I hold Masters degree in Business Administration, as well as Accounting and Finance from University of Leeds (UK).
I bring along rich experience in areas of investment products such as Mutual Funds, Portfolio Management Services and Alternate Investment Funds.
Specialties: Relationship Management, Negotiation Skills, Presentation Skills, Investment advisory (Fianancial Planning), Preparing and understanding of management information systems etc…
Designation- Founder 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.
Initially, he worked at State Street Global Advisors as Assistant Portfolio Manager in Boston after completing his MBA. Prashant has also worked as the chief investment officer and lead portfolio manager at Goldman Sachs Asset Management.
An experienced investment professional, he has worked in business development, portfolio management, and other business operations for more than two decades.
Domestic Sales IIFL AMC
Abhay is the Founder and Fund Manager of Piper Serica Advisors (www.piperserica.com) with 28 years of investing experience. Piper Serica was founded in 2004. It is a SEBI registered PMS manager and advisor to Piper Serica India Numero Uno Fund, a FPI based in Mauritius. Both these entities invest in stocks listed in India.
Piper Serica also manages Piper Serica Angel Fund, a SEBI Cat 1 AIF that invests in Indian start-ups.
Piper Serica uses a top-down investment strategy. It identifies sectors that will grow rapidly for next 10-15 years and then invests in the most competitive company in the sector. It uses Michael Porter 5 Forces Competitive Edge Model to test the competitiveness of each portfolio company. Its research team scores each company on 35 parameters to assess its competitiveness after interacting with the management, suppliers, distributors, competitors, bankers etc. of the company. This rating is updated on a quarterly basis. The result is a portfolio that is made up of the best companies and portfolio returns are steady and non-volatile.
Its portfolio consists of multi baggers like Dixon Technologies, APL Apollo, Apollo Hospital, Titan, Bajaj Finance, ICICI Bank, Jubilant Foodworks, Affle, CDSL, CAMS, Divis, LTI, CMS Infosystems and Angel One.
For its Start-up Fund, Piper Serica has created an AI/ML based tool called yoda.ai to screen start-ups. This tool takes into account 17 variables to predict the probability of success of the start-up. This tool has led to successful investments in start-ups like Khatabook, Junio, Anaxee, Apxor, ASQI, Fleetx.ai, Nuvepro, Mynvax, Alt Mobility, Crediwatch and Insorce.
Prior to founding Piper Serica, Abhay worked as a Director with the Private Equity group of JP Morgan in India, HK and Singapore (1997-2004). He invested in companies in India, Korea, Australia, Singapore, China and the US. His investments include HDFC Bank, Piramal Glass, Jubilant Foodworks, Nicholas Piramal (acquired by Abbott), Bharat Forge, MTR Foods (acquired by Orkla), Mando Machinery Korea, Marico and HDFC Securities.
Abhay worked with Citibank India from 1993-1997. He managed a direct investment program for the bank that made some very successful investments.
Abhay has done B.com from Sydenham College, Mumbai (1991) and MBA from Jamnalal Bajaj Institute of Management (1993).
Abhay is an active martial artist. He is a second-degree black belt in Judo and a certified international Judo coach. He is also a black belt in Shotokan Karate. He trains under-privileged children and supports budding Judokas and martial artists.
Founder GQuant Investech, a global Fintech and Asset Management company.
1986-88: MBA from Asian Institute of Management, Manila. Finished on Dean’s List (Top 10 percent of Class)
1988-1989: Citibank NA, in its Investment Bank, Mumbai. Worked in its Investment Banking Division
1990: Quit Citibank, to start First Global and now GQuant Investech
1999 onwards: Set out to globalize First Global’s operations to international
2000: Gained membership of the prestigious London Stock Exchange
2001: Gained membership of the NASD, US, enabling First Global to start trading in the US market
2002 onward: First Global built its research coverage of global companies and economies around the world. First Global’s research independence, unbiased stance, and ability to discern trends ahead of the street, have made its global research gain tremendous following among institutional investors worldwide
Sharma was part of the core Investment Management team in First Global’ Asset Management Business, worldwide
In 2022, Founded GQuant Investech, a global Fintech and Asset Management company
Seminal Calls over Decades
Some of Mr. Sharma’s major calls in the past 20 years, have been
First Global’s Global Fund and India PMS, had a tremendous 2020, delivering+36-40% returns, finishing at the Top of their respective tables
Sharma 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
Sharma has been called “The Alchemist of Dalal Street” by Forbes magazine
Head- PMS & AIF Investments at ICICI Prudential AMC Ltd.
Anand Shah is Head – PMS and AIF Investments at ICICI Prudential Asset Management Company Ltd. 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, he was Deputy CEO and Head of Investments at BNP Paribas Asset Management India Pvt. Ltd (BNP Paribas), responsible for investments and overseeing both onshore and offshore mandates sub-advised and sales.
Anand has previously won many laurels and prestigious awards for his fund management. He was the recipient of ‘The CIO of the Year Award 2014-15’ from Asia Asset Management and has also won multiple other fund level awards for his investment performance.
Anand’s association with BNP Paribas was a little less than a decade having joined them in March 2011. Prior to joining BNP Paribas, he was the Head of Equities at Canara Robeco AMC Ltd for a period of three years starting March 2008. He was previously associated with ICICI Prudential AMC Ltd in the capacity of Co-Head Equities and as Vice President Investments at Kotak Mutual Fund for a period of six years from May 2000 to December 2006.
By qualification, he is a Post Graduate Diploma in Management from Indian Institute of Management, Lucknow and holds a B.E. degree from Regional Engineering College, Surat.
Managing Director (MD) at Kotak Mutual Fund.
Nilesh lead his team to the Best Fund House of the Year Award at all the mutual funds where he has worked viz. Kotak, ICICI Prudential and Franklin Templeton Mutual Fund.
Nilesh is a part time member of the Economic Advisory Council to the Prime Minister. He is a member of the Board of Association of Mutual Funds in India and a Member of COBOSAC committee of SEBI.
Nilesh is also President of India’s oldest Chamber of Commerce viz. Bombay Chamber of Commerce and Industry in the city of Mumbai.
Portfolio Manager, Singularity Growth
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.
Mr. Shah has nearly 25 years of experience in investing and has previously worked with renowned organizations like Birla Capital International AMC Limited and Asian Paints (India) Limited.
In 2013, he authored a book “Of Long-Term Value & Wealth Creation from Equity Investing: Observation, Ideas, and Reflection,” which guides in identifying stocks of long-term value & wealth creation. Mr. Bharat Shah represents comprehensive insights into Indian capital markets with a strong emphasis on bottom-up investment philosophy.
CIO & Managing Partner, Complete Circle Wealth Solutions LLP
An entrepreneur since 2015, Gurmeet has created a niche among his clientele. A firm believer in team identity and team effort, he loves the diversity of ideas at Complete Circle. Gurmeet brings the rich experience of serving retail and corporate clients.
Before starting his venture, Gurmeet worked as Head of Investments – North Zone for Citibank. Under his leadership at Citibank, the AUMs grew from ₹3,600 Crores to ₹6,000 crores over three years. Gurmeet was also associated with Reliance Mutual Fund for seven years, serving multiple roles. His last designation was Regional Head for the Greater Mumbai diaspora.
A respected name in the Banking and Wealth Management universe, he regularly shares his views on Personal Finance and Equity Investing in Economic Times, Mint, and business news platforms like CNBC, ET Now, and Bloomberg.
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).
Saurabh co-founded Clear Capital in London and was named one of the top small cap analysts in the UK by the Extel Survey in 2007. Saurabh was voted India’s top equity strategist in Asiamoney surveys in 2015, 2016, and 2017. Saurabh was the CEO of Ambit Capital before founding Marcellus.
(Co-founder & CIO Enam Asset Management Company Private Limited)
Jiten Doshi is a graduate of Mumbai university. He is one of the Co-founders of Enam Group. Mr. Doshi is currently working as the Chief Investment Officer at Enam AMC. He is responsible for all the investment-related matters and the day-to-day working of the company. Mr. Doshi has experience of over 30 years. He has also founded the Listed equity managed account business, which works accounts at Enam AMC. Mr. Doshi is a trusted advisor to various management bodies on transparency, corporate governance, disclosure, and shareholder value creation.
Managing Director at Sundaram Alternate Assets Ltd
Vikaas M Sachdeva is the Managing Director at Sundaram Alternate Assets Ltd. He formally served as the CEO of EMKAY Investment Managers Limited, a wholly owned subsidiary of Emkay Global Financial Services Limited (EGFSL).
Vikaas has been an erstwhile member on the Mutual Fund Advisory Committee (MFAC), a high-powered committee appointed by SEBI. He also served as a director on the board of the Association of Mutual Funds of India (AMFI) for over half a decade and had led the Exchange Traded Funds (ETFs) committee. More recently, Vikaas was associated with the Asset Managers Roundtable of India (AMRI), the nodal body for FPIs in the country.
Founder and Director of 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 (SEBI registration: INP000005414) 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.
Chief Executive Officer, WhiteOak Capital Asset Management
Aashish is responsible for strategizing, growing, and managing the operations at WhiteOak Capital Asset Management Limited.
Aashish has over 20 years’ experience in business strategy and management, process driven sales and distribution, product development and marketing of investment offerings. He has been engaged with India’s private sector asset management industry for pretty much its entire growth trajectory post 1998.
Prior to WhiteOak Capital Asset Managment Limited,
Aashish served for nearly 8 years as Managing Director
and CEO of Motilal Oswal Asset Management Company, one of the highly regarded and differentiated boutique equity managers in India backed by excellent performance track record and well documented investing philosophy. Starting with about ₹1,300 crs ($150 mn) in 2013, Motilal Oswal AMC grew to >₹42,000 crs ($5.6 bn) of equity assets across portfolio management services, alternative investment funds, offshore funds and domestic Mutual Funds. Motilal Oswal was awarded Brand of the Year at the CNBC India Business Leadership Awards in 2018.
Prior to Motilal Oswal AMC, Aashish was heading sales and distribution of ICICI Prudential AMC for their MF, PMS and Real Estate offerings through multiple distribution channels across India and Middle East. He has led new product development, product management, communication and distribution channel delivery over a number of years.
Aashish holds a Bachelor of Engineering in Polymer Science from Pune University and a Masters in Management Studies in Finance from NMIMS, Mumbai University.
Chairman, Motilal Oswal Financial Services Limited (MOFSL)
Raamdeo Agrawal 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.
Raamdeo was born and brought up in the village of Chattisgarh. He is a man with dignity and discipline. Later he moved to Mumbai to study to become a Chartered Accountant. He wrote the book Corporate Numbers Games with Ram K P. Mriparia. Mr. Raamdeo also authored The Art Of Wealth Creation.
He maintained a consistent track record of the highest integrity in tax payments for five years from FY95-FY99 and thus received Rashtriya Samman Patra by the Central Board of Direct Taxes for the same. One would be glad to know that Raamdeo Agrawal considers Warren Buffett a mentor, and his investment strategy is exceptionally inspired by him.
