PMS & AIF Summit 3.0 is the much awaited industry event after its great success last year. The event will continue to imbibe apt and current PMS & AIF Knowledge. The event aims to bring insights on PMS & AIF industry. Veterans from industry will present, orate and discuss in Panels. The event provides fantastic opportunity to Investors, Financial Advisors, Wealth Managers, Family Offices, Research Analysts, and Product Team from wealth counters, Company executives and Media people to interact and get insights on PMS & AIF from industry veterans. This time the event is more enthralling. Lets catch up!
Dr. Mobius has spent over 40 years working in and travelling throughout emerging and frontier markets. During this time he has been in charge of actively managed funds totalling to $50 Billion in asset. Prior to launching Mobius Capital Partners in 2018, Dr. Mobius was with Franklin Templeton Investments for more than 30 Years , most recently as Executive Chairman of the Templeton Emerging Market Groups.
Raamdeo Agrawal is the Chairman of Motilal Oswal Financial Services Limited (MOFSL) and the driving force behind the company’s approach to investing. Mr. Agrawal has created the “QGLP” (Quality Growth Longevity & favorable Price) Investment Process and its ‘Buy Right, Sit Tight’ investing philosophy.He has been authoring the annual Motilal Oswal Wealth Creation Study since its inception in 1996.
Mr. Bharat shah, is an Executive Director of ASK Group. He is a commerce graduate from the University of Bombay and a post-graduate diploma in management from the IIM, Calcutta. He is a member of the Institute of Chartered Accountants of India & The Institute of Cost and Works Accountants of India. He has 25+ years of experience in financial markets.
Mr. Hiren Ved is the Co-founder, Director, CEO and CIO at Alchemy Capital Management. He has built a long-term track record of generating significant alpha over the last 18+ years. Managing / advising funds worth USD 782 million (as on 30th September 2020) across domestic PMS and offshore institutional mandates for Alchemy.
Mr.Prashant founded White Oak Capital in June 2017. He is the former CIO and lead portfolio manager of GS India Equity at Goldman Sachs Asset Management (GSAM) during March 2007 to March 2017, and also for the Global Emerging Markets (GEM) Equity during June 2013 to March 2017. As lead PM, he managed all mutual funds and separate accounts under these strategies.
Mr. Sunil Singhania, CFA, is the Founder of Abakkus Asset Managers. Singhania graduated in commerce from the Bombay University and completed his Chartered Accountancy from the ICAI, Delhi with an all India rank. He has also earned the right to use the Chartered Financial Analyst designation, conferred by CFA Institute.
Mr.Kenneth manages the investment process and leads investment ideation at Old Bridge apital. Along with over 30 years of experience in Indian Capital Markets, portfolio management and investment research he has a formidable 15-year track record managing some of India's most successful equity funds.
Samir Arora is the main founder & fund manager at Helios Capital. Samir Arora received his undergraduate degree in engineering from the IIT, New Delhi in 1983 and his MBA (gold medalist) from the IIM, Calcutta in 1985. He also received a master’s degree in finance from the Wharton School of the University of Pennsylvania in 1992. Samir has total investing experience of 29+ years.
Mr.Anup Maheshwari is CIO and Joint - CEO of IIFL Asset Management. Anup is responsible for the investment and strategy for IIFL AMC’s business including mutual funds and Alternative Investment Funds (AIFs). He plays a key role in meeting the company's aggressive growth goals as well as product development and devising an innovative investment strategy.
Mr. Shailendra Kumar is the Chief Investment Officer at Narnolia having over 20 years of experience in research and fund management. Mr Shailendra Kumar holds post-graduate degrees from IIT, Delhi. Under his leadership, Narnolia has developed wide spectrum of category leading onshore and offshore investment products ranging from both capital protection to growth oriented funds.
Mr.Aniruddha is the CIO and Portfolio Manager at Quest Investment Advisors. He brings with him over 14 years of experience in the capital markets managing money for investors across PMS, AIF and Advisory business. Prior to joining Quest, he was with IIFL AMC for over 11 years and he was the Portfolio Manager for IIFL Multicap PMS since its inception in 2014.
Mr. Prateek Agrawal is the Business head and CIO of ASK Investment Managers. He is a Graduate in Engineering from REC, Rourkela, and a Post-Graduate Diploma holder in Management from Xavier’s Institute of Management, Bhubaneshwar. He has several years of experience relating to finance and equity management.
Mr. Aashish is the CEO of White Oak Capital. He is an Engineering Graduate in Ploymer Science, and Masters in Management Studies from NMIMS, Mumbai. He has over 20 years’ experience in business strategy and management, process driven sales and distribution, product development and marketing of investment offerings.
Mr. Shahzad Madon joined Nippon India in June 2010, and since then, he has been instrumental in setting up Alternative Investment business from scratch. He has more than 25 years of industry experience across banking, investment management & the financial services sector.
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 14 years. Dinshaw is a graduate in Commerce (Hons.) and holds a post-graduate diploma in Rural Management from the Institute of Rural Management, Anand. Dinshaw has total investing experience of 28 years.
Mr. Varun has more than a decade of experience in fund management focused on Indian Equities. He has been successful in identifying themes and stocks that have provided multiplier returns. Earlier he was Vice President and Fund Manager with Motilal Oswal Asset Management Company. He pursued his MBA, Finance and Marketing from IIM, Lucknow and B. Tech, Mechanical Engineering from IIT, Delhi.
Deepak Shenoy is the founder CEO of Capitalmind a Bengaluru based wealth advisory and portfolio management service with about 20 years of experience in the financial markets. Prior to this, he has co-founded two start-ups (Agni Software and Moneyoga). He was one of the earliest in India to start an algorithmic trading firm back in 2009. He has a B.E in Computer Science from NITK Surathkal.
Mr. Saurabh Mukherjea is the Founder and CIO of Marcellus Investment Managers. He is a Post-Graduate in Economics from London School of Economics, and a CFA Charter holder. Saurabh has written four bestselling books – Gurus of Chaos (2014), The Unusual Billionaires (2016), “Coffee Can Investing ” (2018) and “The Victory Project”.
Mr.R Srinivasan joined SBI AMC as a Sr. Fund Manager in May 2009; he is now the Head of Equity and also directly manages a number of funds. He has an experience of more than 25 years in equities having worked with Future Capital Holding, Principal PNB, Oppenheimer & Co (later Blackstone), Indosuez WI Carr and Motilal Oswal, among others.
Mr. Ashish Shanker is Deputy Managing Director at Motilal Oswal Private Wealth Management encompassing Family Office Mandates, Product & Research, Financial Planning and Investment Strategy. He has been associated with MOPWM for over eight years and is instrumental in evolving the proprietary 4C framework for selecting equity and fixed income managers in India.
Mr. Feroze is known for his radical methods of wealth management and financial engineering, in the industry. A brilliant thinker, the structured product industry has seen many of his product innovations succeed over a period of time. Feroze is a Mechanical Engineer and also holds a Post Graduate Diploma in Management with majors in Derivatives and Finance.
Mr. Atul Singh is the Founder & Chief Executive Officer at Validus Wealth, India. Atul is a veteran in the wealth management industry. Atul holds an MBA from IIM Bangalore with a Director’s Medal and a degree in Electrical Engineering from the Birla Institute of Technology, Ranchi, with a Presidential Gold Medal.
Trideep has over 20 years of experience in equities and portfolio management in India and other Asian Emerging Markets as well developed equity markets. He holds a B.Tech degree from IIT Kharagpur and M.B.A. Finance from S.P. Jain Institute of Management & Research. He is currently a charter holder of CFA Institute, USA.
Mr. Rakshit Ranjan is the Portfolio Manager at Marcellus Investment Managers. He is a B. Tech from IIT, Delhi and a CFA Charter holder. He has 14+ years of experience in financial markets. Since 2011, Rakshit led Ambit Capital’s consumer research franchise which got voted as No.1 for Discretionary Consumer and within top-3 for Consumer Staples in 2015 and 2016.
Mr. Susmit Patodia has total work experience of 15 years out of which 13 are in the Equity markets. He has worked with Franklin Templeton, Accenture Consulting, Edelweiss Capital and for the last 9 years at Motilal Oswal. He completed his PGDBM from IIM Bangalore in 2005. He is co-managing the fund since Feb 2019.
Mr. Parag is a Portfolio Manager at IPAMC in the PMS department. He currently manages ICICI Prudential PMS Large Cap Portfolio, ICICI Prudential PMS Value Portfolio, ICICI Prudential PMS Absolute Return Portfolio, ICICI Prudential PMS Enterprising India Portfolio, ICICI Prudential PMS Enterprising India Portfolio –II and ICICI Prudential Flexi-cap schemes under thematic category in PMS segment.
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 Kingston University London. He has been investing in capital markets from last 14 years. He started at a tender age of 16 as his father was a Stock Broker and has worked with various financial giants.
Mr. Jayaram is a Chartered Accountant with more than 25 years of experience in equity research and funds management. He is an ardent believer and follower of value investing philosophy. His experience and in-depth understanding of markets and financials ensure that each investment decision will be in the utmost interest of the client portfolio.
Dr. Renu Pothen is currently working with Client Associates, as the Vice President in the Asset Allocation Team. Previously, she was the Research Head for iFAST Financial India Pvt Ltd, Mumbai and was responsible for managing the Research Desk in India for 9 years Dr. Pothen holds a PhD in Economics from the University of Kerala.
Mr. Deviprasad is responsible for Sales & Business Development of ICICI Prudential Portfolio Management Services.He is a seasoned financial services industry professional with over a decade of experience in Institutional/Retail Sales and in setting up strategic business units within the asset management industry in India.
Mr. Ajaya tracks the investing landscape and global macros closely joining the dots to make a bigger picture. Tracking stock moving developments and domestic industry trends is key part of his focus area apart from interviews with industry leaders and fund managers.
Mr. Mehta heads the Business Development for Equity PMS, Real Estate Funds and Private Equity Funds for ASK and is also responsible for offshore sales through the distribution network. He is a Commerce Graduate, MBA & Certified Financial Planner (CFP) and has over 20 years of experience. He has authored the book, 'Sales Booster'.
Before joining Ambit, Siddhartha cofounded IIFL Private wealth and set up the mutual fund and structured product distribution business IIFL. Prior to that, Siddhartha worked for HSBC Bank as Branch Head for the Peddar Road Branch, which is the largest Wealth Branch in India. Siddhartha has also worked for CitiBank and UTI Bank in wealth management and corporate banking roles.
Mr. Viral has over nineteen years of work experience. A PGPX from IIM Ahmedabad and a Chartered Accountant, Viral has worked as the CIO at Essel Mutual Fund and Reliance Nippon Life Insurance, where he was responsible for AUM of over Rs. 18,000 crore across asset classes. Prior to that, he was with Reliance Mutual Funds managing various funds as Assistant PM, Viral is an avid reader.
Kudos to PMS Bazaar for putting up this event; well attended this year than last year. As I have said several times earlier, alternatives, whether it is AIF or PMS will grow steadily, will grow rapidly as the India middle class and HNI house hold look for alternatives beyond real estate, Gold, Mutual funds etc. I hope to attend many such future edition of this event.
I am really excited to be part of this PMS & AIF 2.0 event. Over the last few years both AIF & PMS have become quite prominent, and the growth has coincided with lot of interest emanated from the investors within India. I am very grateful and congratulate PMS Bazaar for creating this event which gives an opportunity for investors and the funds to get together, exchange ideas and contribute to the development of this huge industry, which has great potential. Thanks PMS Bazaar once again and thanks for having me here.
This was an excellent event organised by PMS Bazaar and it brought together multitude of views about PMS industry, about the future of AIF, basically the alternate investment class, which is an emerging growth investment class in India. If you look at the investment structure vis-à-vis mutual funds for about 30 years and this (PMS & AIF) is the class which has just come-in, in the last few years. And this kind of platform help in investors understanding, what these classes mean? And in what way are they different, perhaps better than the traditional mutual funds. So this is a very valuable experience for all people who attended this conference.
Very Happy to attend PMS Bazaar event. This is my 2nd event. It was extremely well conducted well attended very professionally run. Events like this are of great value because they help to get people who have been long standing successful people in this industry to share their views and knowledge. The knowledge is the most important commodity in this Business. And it also gives opportunity to people like us to learn from our peers and interacting with participants. PMS Bazaar has done a great job and I wish them all the luck for the future. And I always look forward to participating in any event which is organised by them.
Congratulations for the entire team PMS Bazaar for putting together a fantastic event on AIF & PMS at the summit 2.0. The industry continues to grow from strength to strength and with enablers and facilitators like PMS Bazaar bringing together the best minds the best investors and best thought leaders of the industry. I am looking forward to next year’s 3.0 summit which will be even bigger and better, congratulations once again.
I would like to thank PMS Bazaar for bringing the Alternate industry to the fore. PMS has been very tremendous value creator for the investors over the last few years. As market evolves, We would see more and more alternate strategies coming in and becoming more important for investors Portfolio. By highlighting the opportunities available in PMS & AIF, PMS Bazaar is educating them to various opportunities available which would help the investors to have significantly better returns in their portfolio going forward. I would also like to thank the investors for taking their time in attending this event. Alternate Strategies will become more important from a client portfolio perspective