Fund Managers
Discover all of the fund managersMr. Sunil Singhania
Sunil Singhania, CFA, is the Founder of Abakkus Asset Management, LLP, an India-focused Asset Management Company 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. 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 India 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. He is currently appointed on the IFRS Capital Market Advisory Committee. (2020-2023). He was the Promoter of The Association of NSE Members of India; a body of stock brokers. He served on the Global board of CFA Institute, USA (2013-2019) and as Chairman of the Investment Committee (2017-2019) of the CFA Institute, USA. He also sat on CFA Institute’s Standards of Practice Council for six years, and was the Founder of the Indian Association of Investment Professionals (now CFA Society India) and served as its President for eight years. He is a CA rankholder and a CFA charterholder and graduated in commerce from the Mumbai University.
Mr. Yashraj Kedia
Mr. Yashraj Kedia is a qualified Chartered Accountant and holds a MBA degree from ISB (Indian School of Business). He was instrumental in setting up Portfolio Management Services (PMS) desk and Derivatives desk of Kedia Shares. He has vast experience in the field of Equity Research, Wealth Management, Corporate Finance and Derivatives.
Mr.Vishal Khatri
Vishal Khatri has 12+ years of professional experience in Investment advisory and investment banking, having a demonstrated track record for identifying stocks, formulating investment strategies and managing risk. He has been associated with various boutique investment banks and advisory companies such as Indcap Advisors, VT Investment Advisors and AFII Corporate Advisors. Has worked in various domains of financial modelling, equity research and analysis with exposure to multiple sectors, M&A due diligence and have also advised on transactions of foreign infra companies in India. He qualification is BBA, MBA (Finance), and a SEBI registered ‘Portfolio Manager’. Designated as Principal Officer at Valtrust PMS.
Mridul Jalan
An alumnus of The IIM Calcutta, Mridul Jalan got exposed to Equity Market in his teens and got fascinated by it immediately. His inclination to numbers and analysis found the destination and became his first love. Even after his MBA he chose to come back to markets instead of exploring other career options.Having seen the bad delivery scam, UTI scam and Lehman Bros bankruptcy early in his career, Mridul understand the aftermath of risk, thus risk management and returns go hand in hand for him.He strongly believes the edge in research is predicting the future and the rationale for it, by managing the risk at the portfolio level, at Senora Asset Management Mridul leads fund management and research
Mukul
Born in New Delhi, Mukul Pal has spent the past 25 years developing quantitative investment strategies for active managers across the globe. He began his career at the Bombay Stock Exchange, supporting major Indian financial institutions, before expanding his advisory practice to Europe, where he worked with asset managers and the securities arms of global banks. Holding two master’s degrees—in finance and statistics—he also earned the Chartered Market Technician (CMT) and Chartered Alternative Investment Analyst (CAIA) designations. His significant contributions to financial technology have earned him recognition from MIT, and he has been invited to speak at prominent conferences worldwide, including the Princeton–Chicago Quant Conference. He has also played a pivotal role in bringing financial innovations to NASDAQ. Today, he leads a deep tech firm in Toronto, delivering advanced solutions that are designed to deliver alpha.
Mythili Balakrishnan
Mythili has over 19 years of experience in Finance and Markets, primarily in equity research and fund management. Prior to joining Alchemy, she was working with New Mark Capital as midcap analyst. Previously, she has also worked with Motilal Oswal AMC, Avendus PE and JP Morgan in similar roles. Academically, she holds a B.E (Electronics and Communications) degree from Delhi College of Engineering and diploma in management from IIM Ahmedabad. She is a CFA charter holder.
N Balaji Vaidyanath
Mr. Vaidyanath is the Chief Executive Officer and Chief Investment Officer at Crest Wealth. He has an experience of more than a decade in equity markets first as a research analyst and then as a portfolio manager at Sundaram Asset Management. His track record as a fund manager for Sundaram portfolio managers for almost seven years has been impressive across six diverse strategies. He has delivered consistent returns outperforming the portfolio benchmarks by over 100% across strategies till December 2015 when he relinquished charge. His ability to stay way ahead of the broad market in bearish phases is a key strength. Under watch, the asset base of Sundaram Portfolio Managers rose 12-fold to Rs 1300 Crores in a period encompassed by short bullish and bearish phases and a high degree of volatility. High conviction, lengthy holding period, low churn and willingness to stay in cash are integral to his fund management style. With Mr. Vaidyanath as a CEO and CIO, Crest Wealth Management offers prospective investors a platform that rests on a solid footing.
N.BALAJI VAIDYANATH
Mr. Vaidyanath is the Chief Executive Officer and Chief Investment Officer at Crest Wealth. He has an experience of more than a decade in equity markets first as a research analyst and then as a portfolio manager at Sundaram Asset Management. His track record as a fund manager for Sundaram portfolio managers for almost seven years has been impressive across six diverse strategies. He has delivered consistent returns outperforming the portfolio benchmarks by over 100% across strategies till December 2015 when he relinquished charge. His ability to stay way ahead of the broad market in bearish phases is a key strength. Under watch, the asset base of Sundaram Portfolio Managers rose 12-fold to Rs 1300 Crores in a period encompassed by short bullish and bearish phases and a high degree of volatility. High conviction, lengthy holding period, low churn and willingness to stay in cash are integral to his fund management style. With Mr. Vaidyanath as a CEO and CIO, Crest Wealth Management offers prospective investors a platform that rests on a solid footing.
Nalin Moniz
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 Nalin was earlier associated with Goldman Sachs Asset Management as a Portfolio Manager when he thought of starting his own venture in India by the name of Forefront Capital Management, an alternative asset management firm, which was acquired by Edelweiss in 2014. With a decade and a half of financial experience under his belt, he played a pivotal role in Edelweiss’ acquisition of Ambit Capital’s AIF business in 2016. A marathon enthusiast, he has run races in Amsterdam and Berlin in the last two years. When asked his secret to running 42.195 km, he said “You run 1 km 42 times.” At Edelweiss Asset Management, he leads the research and portfolio management for the alternative equity funds across AIF, PMS and offshore platforms in addition to being the fund manager for the Edelweiss Alternative Equity Scheme. He’s also been a Eureka Hedge Indian Hedge Fund of the Year nominee in 2014, 2016 and 2017 and voted as one of the top 40 under 40 professionals in Indian alternative investments
Naresh Gupta
A Corporate Executive, Computer Scientist, and a prolific Researcher, Naresh is a Gold medalist from IIT-Kanpur and a Ph.D. from the University of Maryland. Before pursuing investing fulltime, Naresh was the founder and Managing Director of Adobe India from 1997 till March 2015. He conceived and grew Adobe's presence in India to 3500+ engineers over 18 years. Under his leadership, 40% of Adobe's core research and development was done at the Indian campus and several hundred global patents filed from campus. As part of Adobe's global executive team, he was running one of the three global businesses in Adobe's $8 Billion portfolios. Naresh is a prolific researcher and inventor. He is the author of several widely referred and seminal scientific papers in the area of Artificial Intelligence, Pattern Recognition, and Computer Vision. He holds seven Individual U.S. Patents.
Natraj Sankaranarayan
Natraj joined the DSP Investment Team in November 2023 to build long-only focused equity strategies. He brings over 25 years of investment experience, including 12 years managing India-focused bottom-up strategies, 5 years managing Global Emerging Markets portfolios, 3 years managing GCC strategies, and 2 years managing an ESG fund. He holds a PGDBA (Finance) and a B.Com. degree.
Naveen Baid
Naveen has over 18 years of experience spanning both sell side and buy side roles. He began his career in 2007 as a research analyst in the captive research arm of one of the world’s largest hedge fund DE Shaw. His early career in the sell side at HSBC involved generating investment ideas in the midcap space, for institutional investors. He covered sectors like Real Estate, IT, Media & Entertainment in his early years. Transitioning to Aditya Birla Capital, his role expanded to cover more wider range of sectors like Autos, Auto Ancillaries, Healthcare, Pharma, Building Materials & Age businesses. During his 11 year stint at Aditya Birla Capital, he led a research team of New 7 analysts and was part of the investment committee, which oversaw investment in two PMS schemes. Naveen’s core strength lies in deciphering intelligence and analytics out of large quantitative data sets and using that to combine top-down and bottom-up style of best of both the investing, making the worlds. At Nuvama, he is responsible for managing the Nuvama Absolute Return Strategy [NARS], and Nuvama Equities eXpansion Target strategy [NEXT] PMS as part of the Listed Equities vertical within Nuvama Asset Management. Naveen has a background in commerce and holds a masters in finance from ICFAI, Hyderabad. He is also a CFA charterholder
Naveen Chandramohan
Mr. Naveen Chandramohan: Naveen Chandramohan, founder of Itus Capital, has 20 years of professional experience. He began his career at Lehman Brothers in Tokyo, specializing in Equity Origination and Capital Markets. He later served as Head of ex-Japan (Asia) Trading at NOMURA in Hong Kong. Prior to founding Itus Capital, Naveen spent 7.5 years as a fund manager investing in Indian markets, based out of Hong Kong. In his most recent role before establishing Itus, he was the Responsible Officer for Hutchin Hill, overseeing their Hong Kong office.Naveen has a strong track record of managing money in the Indian markets over the last 15 years. He was awarded the best fund manager award for 3 years in a row by Asia hedge, between 2012-14. His India fund delivered a 23% IRR over the 7 years he managed money.At Itus, Naveen has a strong track record of managing the multi-cap fund delivering a 18.1% IRR over 8 years. Mr. Naveen has also Co-authored a research paper published in the Journal for Networking and Communication (Nokia-sponsored project) and has designed a MEMS-based micro-robot during his undergrad. Photo – Same previous photo
Naveen Kulkarni
Naveen has over 17 years of experience in the financial services and telecom sectors. He is a CFA and FRM holder. Naveen is a frequent contributor to numerous financial media, including CNBC TV 18, ET Now and The Economic Times. He has been voted consistently amongst the top research analyst for telecom, consumer and strategy in various surveys conducted by Asian Money, Institutional Investors. His team was rated among the top 3 most improved brokerages by Asia Money survey 2016 and 2017.
Nawaz Sarfaraz
An engineering and management graduate by qualification, Nawaz has been the Head of Research at IDBI MF before joining us in February 2019. He has an experience of more than 16 years in equities.
