Our Team
Chartered Accountant with 30 years of Portfolio Management experience with top ranked
investors like Rakesh Jhunjhunwala and funds focused on India in key positions. Proficient in identifying and
investing in growth stocks with attractive risk- reward metrics.
Organisational Experience - RARE Enterprises(Rakesh Jhunjhunwala Group), Kotak Securities-Institutional Eq, New Vernon Capital
A Chartered Accountant by Qualification, worked with Life Insurance Corporation of India for 31 years in various capacities like Head of equity research, Equity Fund Manager and Treasury Head. Was on deputation to LIC Mutual Fund for 11 years as Equity Fund Manager and CIO Debt. Post superannuation was Chief Risk Officer of LIC Mutual Fund for two years
An IIT Alumnus with more than 45 years of experience in leading financial institutions. He has scaled Asset Management Divisions for Major National and International Financial Companies. Has served as an independent director in many Traditional Finance Companies.
30+ years of experience as Entrepreneur & Angel Investor. Built Networth Capital, Sun Capital and Sun Global in Finance. Created impact socially through Vidyaghar and VKK Institute.
He is a CA and CS at Walton Street, he is responsible for strategic initiatives, investments in Corporate Debt and managing key relationship with investors, funds and intermediaries. Past experience-Deutsche Bank, Edelweiss Capital and Dawnay Day AV
15 Years of investment track record in Portfolio Management Services
10 Years International Management at AP Moller Maersk
CA & CS with 30+ years of financial management experience including accounting, process improvements & risks management practices in various industries including Payments, Services and Manufacturing.
Organizational Experience: Crompton Group, Dresser Industries, NCR Corporation, Euronet Services, Ingenico Group and Payswiff Group
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
AMFI Registered Mutual Fund Distributor | Date of initial Registration: 05.07.2022 | Current validity: 04.07.2025.
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