Mr. Puneet Kinra serves as Assistant Vice President i.e. AVP (Quant & Technical Systems) at Bonanza Portfolio ltd, where he oversees Algorithmic Trading Strategies for Equity & Derivative markets. With over 20+ years of experience in Research across Capital Markets including Algorithmic Trading , Portfolio Management & Retail Trading for Indices, stocks, Futures & Options. He has expertized in both quantitative & Qualitative Research. He has excellent track record of generating consistent returns from market over the years. Apart from Equity market, He also has good command on Commodity Market, Forex Market and International Markets.For over a decade, Mr. Puneet Kinra has also provided expert market advice to various Business News Channels like Zee Business, CNBC AWAAZ, ET Now and various financial Newspapers like Economic Times, Business Standard and Financial Websites like Moneycontrol.com etc. He is best known for predicting major turning points in Equity market.
A Third-generation Business leader from the Dolat Group, Purvag inherits a legacy of over 60 years of pioneering expertise in crafting intricate Trading and Derivative Strategies. Renowned for their unique ideation and methodology, these strategies have been effectively employed in Fund Management at both the Dolat Group's Proprietary business and Dolat Capital’s Alternative Investment Strategies.Purvag initiated the client facing Businesses and initiatives of the group like Institutional Research, Asset & Wealth Management and Investment Banking. At Dolat Capital, Purvag plays a pivotal role in shaping Business and Investment Strategies, overseeing Risk Management, and managing Trading Floor Operations. Prior to Dolat Capital, he held positions at Bloomberg in the UK and IDFC Offshore Fund. Purvag holds an MSc. in International Securities and Investment from Reading University
Mr. Raghavendra Reddy manages Enam AMC’s advisory mandates. Mr. Reddy has a total of 19 years of industry experience. He holds a Postgraduate degree in Management from Management Development Institute (MDI) and is also a certified FRM (GARP). Prior to joining Enam AMC, he has worked with organizations such as Ambit Capital, Kotak Securities, HSBC Bank, ICICI Bank and K.R. Choksey Securities.
Rahul Agrawal has 10+ years of investment experience across various sectors and company sizes in India. Before starting EverFlow Partners, he spent ~8 years at WestBridge Capital, a USD 5 Bn+ fund focused on long-term investments in Indian equities. At WestBridge, he led several transactions in Public Markets and Private Equity across sectors and company stages. Prior to WestBridge, he completed his internship with McKinsey & Company, where he received a full-time offer to join the firm.Rahul completed his PGDM (MBA) from IIM Ahmedabad and is a graduate in commerce from Ahmedabad University. He also completed two levels of the Chartered Accountancy course (merit-listed).
Mr. Rahul Veera currently serves as the Fund Manager (Equity) at Nippon India AIF, boasting over 14 years of extensive experience encompassing Equity Research and Fund Management. He has previously worked with renowned organizations including Abakkus Asset Managers, Morgan Stanley, Edelweiss, and Elara Capital.
Qualification: CFA, AIMR, Associate of Cost and Management Accounting, B.Com . Experience:Mr. Bhatia joined ITI Asset Management Limited (ITI AMC) in December 2022 and has over 31 years of work experience in capital market. Past Experience: Prior to joining ITI AMC, he was Managing Director and CIO of ITI Long Short Equity Fund (AIF) from June 2017 to December 2022. He was also associated with SIMTO Investments as CIO from September 2013 to June 2017.
Mr. Rajesh Kothari is the Founder and Managing Director of AlfAccurate Advisors which is one of the leading Investment Advisory firms in India. With 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. AlfAccurate Advisors PMS has delivered 24% compounded annualized returns since its inception in 2009 by one of the highest in the industry. During his tenure as a Fund Manager at DSP Merrill Lynch Fund Managers (now DSP BlackRock Mutual Fund), 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 his financial acumen and vast knowledge of investments. He is the recipient of several awards for delivering superior and consistent risk-adjusted returns. He won the CRISIL Mutual Fund of the Year Award in 2006 for DSP Merrill Lynch Equity Fund. Economic Times rated him as a b Platinum Fund Manager. During his tenure, the fund house also received the Lipper India Fund award for the Best Equity Fund Group for three years. He is also honoured with CMA Young Achiever Award 2014 by ICMAI. 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 has also invited a guest speaker on business channels like CNBC-TV18, ETNOW, and Bloomberg. Mr. Kothari is also actively involved with Arham Yuva Seva Group - a philanthropic initiative with several significant programmes for a better world for the youth.
With over nine years of experience in Capital Markets, Investment Banking, Business Valuation, and Financial Modeling, he possesses strong analytical skills and a deep understanding of financial numbers and investment products. He has played a key role in developing business models and conducting valuations across diverse sectors. He brings proven expertise in managing critical projects and has extensive experience as a Research Analyst in PMS services. Before joining Acepro, he worked with reputed organizations such as Kotak Securities, Kredent Capital, and Majortrend Capital in various capacities.
Over 3 decades of experience in banking, equity and debt investments Established CCSPL in 2008. Acted as the advisor to Acacia Partners, one of the largest FIIs in India (Ruane Cunniff & Goldfarb) between 2010 to 2017 for the India equity portfolio over USD 2 billion Prior to starting CCPL, Mr. Tiwari was President (Credit) at UTI / Axis Bank. During his 7 years stint, he led expansion of the bank’s corporate credit portfolio from INR 1500 crores to INR 32,000 crores, simultaneously reducing NPA percentage from 6.50% to 0.30%. At UTI / Axis Bank, he led the turnaround of the corporate credit business of the bank to a quality and market leadership position. Between 1992 to 2001, Mr Tiwari spent 9 years at Unit Trust of India (UTI) where he pioneered and led professional equity research. He is also credited with turning around the India Fund to make it reach the top quartile among Indian offshore funds. He was a part of initial team from IDBI that established the SEBI in 1988. Mr. Tiwari hold PGDM (IIM-A) and Ph. D. (Finance) from University of North Texas Co – founder of Lumens and director of Micasa Education Pvt. Ltd. that runs K-12 schools under the brand name ‘Lumens School’. Its first school was established in 2011 at Vapi, which now has over 600 students and has become known for its quality of education.
Rajesh Pherwani began his investment career in 1996 with HDFC Ltd. He has been an investment analyst during his initial years and a Head of Research and Fund Manager in the later years.During his career, he seen multiple market and economic cycles and have identified multibaggers along the way,he has worked with large institutions such as HDFC Ltd., HDFC Mutual Fund and L&T Mutual Fund, as an integral part of their investment teams. The overall 23+ years of experience of Rajesh Pherwani in the investment field has given a strong foundation to the investment processes of Valcreate.At Valcreate, he continues to excel as an investment professional as his portfolio strategies have beaten most indices with one strategy giving > 33% returns over the last 1 year.
Mr. Parekh has over 25 years’ experience in equities and portfolio management. He heads the Equity PMS business at JM Financial Services (JMFS). Before joining JMFS, Mr. Parekh was part of the Templeton Emerging Markets Group headed by Dr. J. Mark Mobius. He was responsible for co-managing the portfolio of Templeton India Growth Fund (TIGF) and a private institutional portfolio-OMERS, a Canadian pension fund based out of Mumbai, India. He has gained varied experience across a number of emerging markets, principally India and Israel, during his tenure within Templeton Group. He has also worked with several other large investment organizations both FII’s and DII’s as a research analyst. Mr. Parekh is a qualified Associate of Chartered Insurance Institute (ACII), UK and holds a degree in MBA, Finance from the University of Stirling, UK.
Qualification: B.E (Electrical) and PGDM (Business Management) from XLRI Jamshedpur.. Experience:Prior to joining HDFC Mutual Fund in 2009 he has worked with Lehman Brothers and Nomura.
Rakshit spent 6 years (2005-2011) covering UK equities with Lloyds Bank (Director, Institutional Equity Research) and Execution Noble (Sector Lead analyst). During these six years, he was ranked amongst the top-3 UK Insurance analysts (Thomson Reuters Extel survey) in the mid-cap space. 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. He launched Ambit’s Coffee Can PMS in Mar’17 and managed it till Dec’18. Under his management, Ambit’s Coffee Can PMS was one of India’s top performing equity products during 2018. Qualifications :Rakshit has a B.Tech from IIT (Delhi) and is a CFA charter holder.
Ram Kalyan Kumar Medury - 25yrs Industry Experience, MBA, IIM Bangalore, BS Comp Sc
Mr. Ramakrishnan T.B., commonly called Ramki, is a registered Research Analyst with SEBI and holds a Post Graduate Program in Portfolio Management from NISM. He was a Cochin Stock Exchange member and a governing board member during 1998-2000 and ex-Treasurer during 1998-1999. He was the Regional Head of Sharekhan (2002-2006). With over 32 years of experience in financial markets, Mr. Ramki plays a key role in organizing various investor awareness programs in Kerala and other states. He actively participates as a speaker in investment awareness initiatives organized by NSE, BSE, MCX, NSDL, CDSL, and SEBI. He is also a frequent panellist in public media discussions related to Financial Markets. Since May 2023, Mr. Ramki has conducted numerous investor awareness programs throughout Kerala, focusing on "AI and its impact on the stock market." His profound knowledge and extensive experience in stock market analysis greatly enrich these seminars with valuable insights. In addition to his speaking engagements, Mr. Ramki regularly contributes articles to publications such as "Sampadyam" by Malayala Manorama, "Dhanam" Magazines, and "Business Deepika." These contributions aim to keep the investing public informed about the Financial and Commodity Markets.