Nilesh Shah,
Managing Director (MD) at Kotak Mutual Fund.

Nilesh Shah has over 28 years of experience in capital markets, having managed funds across equity, fixed income and real estate for local and global investors. In his previous assignments, Nilesh has held leadership roles with Axis Capital, ICICI Prudential Asset Management, Franklin Templeton Mutual Fund and ICICI securities.  Nilesh is a Gold Medallist Chartered Accountant and a merit ranking cost accountant. He was part of the team that received the best fund house of the year award at Kotak Mutual Fund, Franklin Templeton and ICICI Prudential Mutual Fund.

Sunil Singhania
Founder – Abakkus Asset Management

Sunil Singhania, CFA, is the Founder of Abakkus Asset Management, LLP, an India-focused Asset Management Company he established in 2018. Prior to this, in his role as Global Head – Equities at Reliance Capital Ltd., he oversaw equity assets and provided strategic inputs across Reliance Capital Group of companies including asset management, insurance, AIF and offshore assets. And as CIO – Equities, Singhania led Reliance Mutual Fund (now Nippon India Mutual Fund), equity schemes to be rated amongst the best. Reliance Growth Fund (now Nippon India Growth Fund) grew over 100 times in less than 22 years under Singhania’s leadership. Furthermore, he led Reliance Asset Management (now Nippon Life Asset Management) Ltd.’s international efforts and was instrumental in launching India funds in Japan, South Korea, and the UK, besides managing mandates from institutional investors based in the US, Singapore, and other countries. In this capacity, he provided strategic insights and managed equity assets across the Reliance Capital Group, encompassing asset management, insurance, AIF, and offshore assets. 

Sunil Singhania, a highly acclaimed figure in the world of finance, has a distinguished career that spans over several decades. His remarkable achievements have solidified his position as a prominent fund manager and industry leader.

Recognized as one of the Best fund managers by Outlook Business in 2016 and 2017, Sunil’s excellence extends over a 10-year timeframe. He achieved a significant milestone by becoming the first Indian to be appointed to the Global Board of the CFA Institute, USA, a position he held from 2013 to 2019. Furthermore, Sunil Singhania currently stands as the sole Indian appointed to the IFRS Capital Market Advisory Committee (CMAC) from 2020 to 2023.

Beyond his impressive career, Sunil Singhania actively contributed to the finance community. He served as the Promoter of The Association of NSE Members of India, representing stock brokers. Sunil’s commitment to advancing the industry led to historic achievements, such as being the first individual from India to be elected as a member of the CFA Institute Board of Governors. His significant roles within the CFA Institute include Chair of the Investment Committee and a member of the Nominating Committee. Moreover, he served on CFA Institute’s Standards of Practice Council for a substantial six-year term. Sunil Singhania was instrumental in founding the Indian Association of Investment Professionals, now recognized as CFA Society India, and held the position of its President for eight years.

Sunil Singhania embarked on his educational journey by graduating in commerce from Bombay University. He solidified his expertise by completing his Chartered Accountancy from the ICAI, Delhi, earning an all India rank. Additionally, he holds the prestigious Chartered Financial Analyst designation conferred by CFA Institute. Sunil’s global perspective was enriched through extensive international travel and participation in numerous global investment conferences and seminars.

Notably, Sunil Singhania was a key member of the 15-member international committee responsible for rewriting the Code of Ethics handbook of the CFA Institute. His substantial contributions within the finance sector have left an indelible mark on the industry.

Mr. Prashant Khemka, Founder – White Oak Capital Management

Prior to setting up White Oak Capital Management Consultants LLP in June 2017, an investment advisory firm in India, Mr. Prashant Khemka spent 17 years at Goldman Sachs Asset Management (GSAM) from March 2007 to March 2017, and also for the Global Emerging Markets (GEM) Equity from June 2013 to March 2017. He won several accolades as the CIO and Lead PM of GS India Equity. He and his fund won several awards including AAA rating from Citywire and Elite rating from Fund caliber among others. In addition to his long-standing India investing experience, Prashant brings a unique perspective derived across developed and emerging market equities and has successfully managed US and global emerging markets funds for leading institutions, during the last two decades. 

Prashant graduated with honors from Mumbai University with a BE in Mechanical Engineering and earned an MBA in Finance from Vanderbilt University, where he received the Matt Wigginton Leadership Award for outstanding performance in Finance. He was awarded the CFA designation in 2001 and is a fellow of the Ananta Aspen Centre, India.

Mr. Jiten Doshi,
Co-Founder & Chief Investment Officer

He co-founded Enam’s Asset Management (Enam AMC) business in 1997. He has over 30 years of experience in capital markets and has been with the Enam Group since 1992. He is a regular speaker at global forums on Indian economy like HORASIS and has advised several managements on shareholder value creation.  Several companies have gone on record to appreciate his contribution in areas such as corporate governance, transparency, disclosure standards and effective shareholder communication. His guidance has helped several companies improve their interface with all stake holders.

Raamdeo Agrawal
Chairman, Motilal Oswal Financial Services Limited

An awardee of Rashtriya Samman Patra by the Central Board of Direct Taxes, Raamdeo Agrawal is 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. Mr Agrawal is also the driving force behind the MOFSL Groups highly awarded research. He has been authoring the annual Motilal Oswal Wealth Creation Study since its inception in 1996. An Associate of Institute of Chartered Accountant of India and a member of the National Committee on Capital Markets of the Confederation of Indian Industry, he has also been featured on ‘Wizards of Dalal Street on CNBC TV 18.

Samir Arora
Founder – Helios Capital

Samir Arora is the main founder & fund manager at Helios Capital. From 1998 to 2003, he was the Head of Asian Emerging Markets at Alliance Capital Management in Singapore (both fund management and research, covering 9 markets). From 1993 to August 2003, Samir was the Chief Investment Officer of Alliance 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.

In 1993, Samir relocated to Mumbai from New York as Alliance Capital’s first employee in India to help start its Indian mutual fund business. He also managed ACM India Liberalization Fund an India-dedicated offshore fund from its inception in 1993 till August 2003. Prior to 1993, he worked with Alliance Capital in New York as a research analyst.

At Alliance Capital, India-dedicated mutual funds managed by Samir received over 15 awards during his tenure, including AAA rating from Standard and Poor’s Micropal for four years in a row (1999 to 2003) for the India Liberalization Fund. In 2002, he was voted as the most astute equity investor in Singapore (rank: 1st) in a poll conducted by The Asset magazine. More recently Helios Strategic Fund has been nominated for the Best India Fund by Eurekehedge in 2006, 2007, 2008, 2010, 2011, 2013, 2015, 2016, 2018 & 2020 and has won the award four times. Helios Strategic Fund has also received the AsiaHedge Award 2018 for its long-term (five years) performance.

Samir Arora received his undergraduate degree in engineering from the Indian Institute of Technology, New Delhi in 1983 and his MBA (gold medalist) from the Indian Institute of Management, Calcutta in 1985. He also received a master’s degree in finance from the Wharton School of the University of Pennsylvania in 1992 and was a recipient of the Dean’s scholarship for distinguished merit while at Wharton.

He likes to read books (not on kindle though), watch movies and attend live sporting events. Samir has total investing experience of 29 years. At PMS AIF WORLD, we have interacted a few times with Mr. Arora and his wise insights have always helped our audience navigate challenging market periods.

Anirudh Garg,
Partner & Fund Manager, INVASSEST LLP

Anirudh Garg stands at the forefront of financial innovation as the architect of InvAsset. His academic credentials include a Bachelor of Business Studies from Shaheed Sukhdev College and a Masters in Investment Management from the ICMA Centre. Anirudh’s foray into the financial world began at his family’s proprietary desk established in 1992, with his journey taking a significant turn in 2007.

Navigating through the challenging financial landscape of 2008, he gained invaluable insights into the intricacies of market dynamics. His extensive research between 2008 and 2010, which involved in-depth conversations with a diverse range of investors, culminated in the creation of InvAsset Aid. This pioneering algorithm, developed over three years and rigorously tested since 1987, is at the heart of his investment philosophy, emphasizing forward-looking market analysis, bias reduction, and the critical balance of alpha preservation and generation.

The successful application of this algorithm from 2013 onwards in managing proprietary funds led to the establishment of InvAsset in 2020. Today, InvAsset boasts the management of 300 crore in proprietary funds and 250 crore in client assets, showcasing Anirudh’s exceptional expertise and the effectiveness of his innovative investment strategies

Ashish Ahluwalia
Director – Private Equity, Axis AMC

Ashish Ahluwalia joined Axis AMC in July 2022 as Director – Private Equity to build and strengthen the firm’s private equity and venture capital investing capabilities. 

He has over two decades of professional experience, of which 12 years have been in growth private equity and late stage venture investing. Prior to joining Axis AMC, he was the global Co-Head for Equity Investments in Healthcare, Food & Agri and Consumer at CDC (now British International Investment). Earlier, he was Director and Country Head for India at AIF Capital, an Asian growth private equity firm.  Ashish began his professional journey with KPMG in India and later Goldman Sachs in UK. Across his widespread investing career, he has worked through the lifecycle of PE/VC investing of fund raising, deployment and exits and has worked extensively with portfolio companies as a Board Director/Observer on strategy, growth, expansion, fund raising, strategic sales and listing. 

Qualification:- He is a Chartered Accountant and an MBA from the Indian School of Business, Hyderabad (Dean’s List)

Perumal Srinivasan
Managing Partner, XPONENTIA CAPITAL PARTNERS

Previously Managing Director & Head of Citigroup – India Private Equity Team (CVCI)
Part of Leadership Team raised two global EM funds: USD 1.5 billion in 2005, USD 4.3 billion in 2007
One of 3 founders that set up HSBC India Private Equity & raised a USD 60 million fund in 1995

USD 700 million invested. Key investments include:

1. At CVCI- Axis Bank, Yes Bank , Suzlon, Lupin, GMR and Sharekhan
2. At HSBC India PE – Sharekhan, Kurlon, Dishnet, and Millennium Software
3. At ICICI Ventures – Geometric Software, Microland

Founder & Managing Partner,
IvyCap Ventures

Vikram Gupta is the Founder and Managing Partner of IvyCap Ventures, a USD 530 Mn (INR 4200 Cr+) fund that invests through the alumni ecosystems and manages more than 30 portfolio companies. His career spans over 30 years in Private Equity/ Venture Capital, Business Consulting, M&A, Strategy and Operations in Healthcare and Life Sciences, Education, Consumer, Technology and other industries. He has held leadership positions across various well-known companies in India and abroad.
Mr. Gupta worked in the US with IBM Business Consulting Services for over four years in strategy and planning, business development, and project management. During his stint with IBM, he conceptualized and led IBM’s Healthcare and Life Sciences practice for Clinical Genomics. Before founding IvyCap, he was the founding member of the Piramal-sponsored USD 100 Mn Healthcare focused PE Fund that he conceptualized and raised in 2008 when the world markets were going through turmoil. Mr. Vikram Gupta conceptualized and established India’s first endowment Fund at IIT, Delhi which was inaugurated by the Honourable President of India in October 2019. He currently sits on the board of this Fund and is also helping quite a few other Indian Educational institutes to set up their Endowment Funds.
Mr. Gupta has been the Co-Chairman of PEVCAI (Private Equity and Venture Capital Association of India) at ASSOCHAM and is an active member of IVCA (Indian Venture Capital Association) and CII (Confederation of Indian Industry). He received the Distinguished Alumnus Service Award from IIT Delhi in the year 2020 in presence of the honourable Prime Minister of India. Mr. Gupta has completed his B.Tech. in Chemical Engineering from IIT Delhi and has an MBA degree in Strategy and Finance from Case Western Reserve University, Cleveland, Ohio, USA.

Anshul Saigal,
Chief Investment Officer, Kotak Portfolio Management Services

MBA in Finance, Bachelor in Engineering and brings Financial Markets experience of 2 decades. He manages the Portfolio Management Services business at Kotak AMC. He has strong grounding in Graham/ Buffet styles of Investing, hence his portfolios are managed in a disciplined manner under the Value Investment philosophy. Portfolios seek to identify Special Situations and Value Opportunities to take advantage of mis-priced market instruments. Areas of focus are corporate restructurings, price-arb opportunities, under-researched pockets and companies with competitive moats (preferably having temporary performance concerns). Passionate about the markets and endeavours to constantly learn through writings of capital market doyens like Ben Graham, Charlie Munger, Warren Buffett, George Soros with a particular interest in behavioural finance.

Rohit Karan,
AVP – Investments, ICICI Prudential AMC

Mr. Rohit Karan joined ICICI Prudential AMC Ltd (IPAMC) as Associate Vice President in the Investments team for Alternate products. He has over 12 years of experience in Indian equities and fixed income markets. At IPAMC his role includes investment research, analyzing macro and devising investment strategies for equity-oriented funds. Rohit graduated from IIT Kanpur with a B.Tech in Electrical Engineering in 2007 and completed his MBA from IIM Ahmedabad in 2009. Since then he has been in the Investment management business managing Equity derivative and Fixed Income portfolios. He has vast experience in Quantitative modelling and Macroeconomics, which has become a core part of his experience through the years. At IPAMC, Rohit has been a key member of the investment team for Long Short strategies for over a year. He is also the fund manager for the ICICI Prudential Enhanced Dynamic Equity Fund.

Mr. Raghavendra Reddy,
Portfolio Manager, Enam AMC

Mr. Raghavendra Reddy, Portfolio Manager: He has over 16 years of experience in Equity markets with expertise across Research, Portfolio Management and Equity Advisory. Prior to this, he has worked with Ambit Capital (PMS), Kotak Securities (PMS), HSBC Bank, ICICI Bank and K.R. Choksey Securities. He is a Postgraduate in Management from Management Development Institute (MDI). He is also a Certified FRM (GARP).

Dhaval Kapadia,
Director, Portfolio Specialist, Morningstar Investment Adviser India Pvt. Ltd.

Dhaval Kapadia is Director, Portfolio Specialist, for Morningstar Investment Adviser India. He is responsible for leading Morningstar’s Managed Portfolios business in India. Dhaval has more than 24 years of experience in areas including fixed income, equity markets and investment advisory. Prior to joining Morningstar in 2014, he spent nearly six years at Axis Bank, leading a team of investment advisors, as part of the Wealth Management & Private Banking businesses. He was responsible for setting up the Investment and Portfolio advisory platform at Axis Bank. He was also involved in advising high net worth clients on asset allocation and investment strategies.

Dhaval holds a bachelor’s degree in Commerce from Mumbai University, an MBA with specialization in Finance, the CFP designation from FPSB India and is a CFA charter-holder.

Utsav Mehta,
Fund Manager – Alternative Equities, Edelweiss AMC

Utsav Mehta is the Fund Manager for Alternative Equities at Edelweiss Asset Management Limited and manages the Catalyst & Consumer Trends Fund. He plays an integral role in the management of the Alternative Equity Fund basket at Edelweiss.

Before joining Edelweiss AMC in the year 2018, Utsav was heading the Industrials and Infrastructure research at Ambit Capital – Part of the #1 ranked Indian Industrials research team in ASIAMONEY for consecutive years 2017 and 2018.

With over a decade experience in Indian equities & CFA Charter holder from CFA Institute; Utsav strongly believes that learning, humility and self-critique are the cornerstones to excel at any aspect!

Hemant Daga
Co-Founder & CEO, Neo Asset Management

Hemant has more than 19 years of experience in Indian financial services. Across leading organizations like ICICI Bank and Edelweiss Financial Services. In his last role with Edelweiss, he was the CEO of the Asset Management business which went on to become one of India’s largest platforms with more than ~ INR 30,000 Crs of alternative assets and ~ INR 75,000 Crs of mutual fund assets with marquee global and domestic clients as partners. Hemant is a graduate from St. Xavier’s, Calcutta and has done his MBA from IIM Bangalore.

Ashish Khandelia,
Founder, Certus Capital I Earnnest.me

Ashish has over 20 years of experience with expertise in Real Estate Investing and ending. In his earlier roles, he led RE businesses at KKR and Morgan Stanley Real Estate (MSRE) in ndia. He has over ~US$2Bn of transaction experience and has been instrumental in building three businesses around real estate banking, equity investing and lending. He founded Certus Capital in July 2018, with a vision to build an integrated real estate investment management platform. In 2019, Certus structured one of India’s first securitization of wholesale RE loans (~US$200MM acquisition of such loans by a large institutional investor (US$120Bn+ AUM) from a distressed financier). He is also the founder of Earnnest.me, a neo-financing platform anchored around real estate. Prior to Certus, he was the Co- Head of KKR’s Real Estate business in India. Under his leadership since 2013, KKR RE usiness invested more than US$1Bn in high-yield real estate credit. Before KKR, he was Head of Acquisitions for Morgan Stanley Real Estate, India wherein he was part of US$700mm+ of primarily equity investments. He has also worked at Kotak Investment Bank and Ernst & Young. At Kotak, he was instrumental in establishing Kotak’s real estate investment banking practice and executing one of the irst entity-level PE investment in Indian real estate sector. Ashish is a management graduate from Indian School of Business, Hyderabad (2003 batch) and a Chartered Accountant.

Karthik Athreya
Head – Product & Strategy, Sundaram Alternates

Mr. KARTHIK ATHREYA is the Head – Product & Strategy at Sundaram Alternates with an objective to build a scalable alternatives fund business in fixed income starting with the Sundaram AIF Cat II Fund that focuses on investing in high yield opportunities. He has over 22 years of experience across principal investing, funds management, investment banking, corporate finance, assurance and transaction diligence services. He is a Qualified Chartered

Accountant and a Commerce graduate from Loyola College, Chennai, India.

Anunaya Kumar
Senior Executive Vice President- National Sales Head, 360 One Asset

Anunaya Kumar is Senior Executive Vice President & National Sales Head at IIFL Wealth & Asset Management. In this role, his focus is to build a profitable retail franchise and ensure that IIFL AMC becomes the foremost choice for investors and distributors across asset categories. During his professional journey of more than 2 decades, he has held several Senior Leadership Positions with banks and asset management companies and has managed relationships across B2B and B2C verticals. He has successfully managed the corporate banking, retail banking and wealth management profiles for banks before joining asset management companies and heading their Strategies and Sales vertical.

Prior to joining IIFL Wealth, he was associated with Invesco Mutual Fund as Director and Head of Sales. During his professional journey, he has also worked with DSP Blackrock Investment Managers, Royal Bank of Scotland (erstwhile ABN Amro Bank), Citibank N.A. and IDBI Bank Ltd. He is an MBA in Finance and is a Commerce Graduate from Punjab University.

Hitesh Zaveri
SVP & Head – Listed Equity Alternatives, Axis AMC

Mr. Hitesh Zaveri joined Axis AMC in 2022 as SVP & Head – Listed Equity Alternatives. He is responsible for managing the Axis PMS portfolios along with relevant CAT-3 AIF strategies. Hitesh has over 25 years of experience in portfolio management, investment banking and equity research.

Prior to joining Axis AMC, he served as Head of Investments in the PMS business at Aditya Birla Mutual Fund.

He has pursued his MBA from Mumbai University, and has also completed a few programs from the Harvard Business School and from The Wharton School. He is alsoan alumnus of Harvard Business School and an Advisor to the Board of HBS Club of India.

Rajesh Kothari
Founder & MD, AlfAccurate

Mr. Rajesh Kothari, Founder and Managing Director of AlfAccurate Advisors, is the visionary behind the customer-driven and excellence based approach. A CWA and an MBA by qualification, he has a rich experience of more than 20 years in the Indian Capital Markets and has handled several investment projects in premier investment institutions.

During his tenure as a Fund Manager at DSP Merrill Lynch Fund Managers (now DSP BlackRock Investment Managers), the equity assets under management flourished from USD 100mn to USD 1.5bn. All through this period of five years, the equity schemes often ranked in its 1st ‘Quartile Ranking’ by CRISIL, a Standard & Poor’s affiliate. This is a testimony to Mr. Kothari’s financial acumen and vast knowledge of investments. He is the recipient of several awards for delivering superior and consistent risk-adjusted returns.

During his tenure as Director of Voyager Investment Advisors, a USA based India dedicated fund, the fund outperformed the benchmark indices significantly. Not surprisingly, CNBC, CRISIL, MyIris and others recognized his performance and awarded him for delivering unrivaled risk-adjusted returns. Economic Times also recognized his performance and awarded him as a ‘Platinum Fund Manager’. Additionally, he won the CRISIL Mutual Fund of the Year Award in 2006 for DSP Merrill Lynch Equity Fund. During his tenure, the fund house also received the Lipper India Fund award for the Best Equity Fund Group for three years. Moreover, he has also been a keynote speaker at several international conferences/summits like Maharashtra Economic Summit, Institute of Directors, TradeTech Asia conference and The World Council for Corporate Governance.

He is also actively involved with ‘Arham Yuva Seva Group’ – a philanthropic initiative with several significant programmes for a better world for the youth.

Jyotivardhan Jaipuria,
Founder & Managing Director, Valentis Advisors

Founded by Jyotivardhan Jaipuria in 2015, Valentis Advisors is Mumbai-based long only India specialist investment firm.

Mr. Jyotivardhan Jaipuria has an overall 36 years of experience in the Indian Capital Market including 21 years at DSP Merrill Lynch and 8 years at ICICI. He was Head of Research and strategist for India at DSP Merrill Lynch. He helped build the research team as the leading research provider in India as well as one of the top institutional brokers in the country. As a strategist and analyst, Jyoti was rated amongst the top in India by leading institutional investors and figured in the Top 5 leading vote getters regularly. The DSP Merrill research team was consistently ranked top 3 in India in investor surveys. In the 15 years he headed research, the team was No 1 in the Institutional Investor survey on 4 occasions. Jyoti served as a member of the Board of Directors of DSP Merrill Lynch, the Asia Pacific Research Executive Committee and Operating Committee, the India Country Leadership Team (CLT) and other management committees. Jyoti has an MBA from the Indian Institute of Management (IIM), Ahmedabad.

AV Srikanth,
Co-Founder & CEO Neo Wealth

AV Srikanth has 24 years of experience leading Private Wealth Management business as CEO of Motilal Oswal and Anand Rathi. He has over two decades of advisory experience that spans across three market cycles since late 90’s. He subsequently founded BridgeMonte Advisors – India’s first Digital Multi-Family Office platform that developed Advisory Alpha Process which solved the problems of family office clients who engaged with multiple Wealth Managers. Srikanth is a PGDBA in Finance & Marketing from ICFAI Business School.

Anil Rego
Founder & CIO, Right Horizons

Mr. Anil Rego is an Investment Professional, Entrepreneur, and Author.  He is the Founder of the Right Horizons Group which was started 19 years back.  He is also the CIO of Right Horizons PMS and the Fund Manager of a few of its schemes.

Anil is a pioneer in the Contrarian style of investing and a seasoned investor for over 3 decades.  He brings in his experience of market cycles and believes in delivering superior risk adjusted returns through a disciplined investment process.  Under his leadership its PMS schemes are amongst the top performers, over the last few years. 

Prior to starting Right Horizons, Anil worked in the Finance Department of Wipro Technologies in the fields of Business Planning and Mergers & Acquisitions, after completing his CFA/MBA from ICFAI. 

Mr. Anil is a well-known and respected figure in the personal finance industry and is often quoted and writes articles for leading print publications. He is also regularly invited as an expert by leading business channels like ET Now and CNBC TV18.

Manish Sonthalia
Executive Director and CIO – Alternates and Offshore, Motilal Oswal AMC

Mr. Manish Sonthalia serves as the Executive Director & CIO – Alternates and Offshore at Motilal Oswal Asset Management. He has over 22 years of experience across equity fund management and research covering Indian markets, with over 11 years with Motilal Oswal. He founded the Wide Angle Financial Services Ltd in 1995. After which he served as the CEO of United Credit Securities Ltd from 2000-2002. Before joining Motilal Oswal, he served as a Vice President at SKP Securities Ltd and Wealth Management Advisory Services Ltd till 2004.

Madanagopal Ramu
Head – Equity and Fund Manager,
Sundaram Alternates

Mr. Madanagopal Ramu is the Fund Manager for PMS with around 14 years of experience in the Indian Financial Markets. He currently manages an AUM of Rs. 3100+ crores and has over 4 years of experience in managing funds. He joined Sundaram Mutual fund in 2010 as a Research Analyst from Centrum Broking and has made rapid progress during his tenure in Sundaram AMC. He became Head of Research in April 2015 and started actively managing funds from January 2016. Madan comes with strong academic qualifications. He is a qualified Cost Accountant and has a Management degree from BIM Trichy.

Harsh is a specialist in equity hedge fund strategies. He joined Tata Asset Management in November 2018 as Head of Alternative Strategies. Started the alternatives business with launch of Tata Absolute Return Fund in April 2019. Through Tata Absolute Return Fund, Harsh introduced the Equity market neutral investing strategy to the investor community. His prior stint includes working as Portfolio Manager – Equity long/short strategy at Reliance Securities where he managed equity long/short portfolio and generated consistent high returns. Harsh received his training in equity investments and hedging strategies while working for Deutsche bank’s trading desk and Roc Capital Management USA. He is an MBA (Finance) from Symbiosis, Pune and also done courses in Certified Portfolio Manager and Certified Treasury Manager from The Institute of Chartered Financial Analysts of India University.

Vikas Khemani, CA, CFA, CS
Founder – Carnelian Asset Advisors

Vikas has ~23 years of capital markets experience, most recently as the CEO of Edelweiss Securities Ltd, where he spent 17 years incubating & building several businesses to leadership position including Institutional Equities and Equity Research.

With a strong business acumen & deep understanding of the Capital Markets, he enjoys strong relationships with Corporate India and is associated with several Industry bodies & committees including the CII National Council on Corporate Governance, FICCI Capital Markets Committee, Executive Council of Bombay Management Association.

He is also a member of Young Presidents Organization (YPO), a global forum for entrepreneurs and CEOs and was awarded Young Professional Achievers Award for the service sector by the ICAI in 2014.