Fund Managers
Discover all of the fund managersSiddharth Oberoi
Siddharth Oberoi is the Founder and Chief Investment Officer (CIO) of Prudent Equity. Siddharth has been a full-time investor since 1996. After gaining extensive experience, Siddharth realized the critical need of having a platform that can fulfil the need and guide people on where and how to invest. This, in turn, led him to establish Prudent Equity in 2012. With over 27 years of experience, Siddharth has a proven track record of leading, managing, and growing investor’s capital. He possesses extensive experience in the Indian capital markets and wealth management industry. Over the last 11 years advising on public equities, under his guidance, Prudent Equity has been able to deliver 41% CAGR returns for its clients. Siddharth has been able to beat the benchmark over each 3-year period since the last 27 years.
Siddharth Vora
Qualification: PGDM - Finance from L. N. Welingkar Institude of Management Development & Research. Bachelor of Engineering - Information Technology from Dwarkadas J. Sanghvi College of Engineering. CFA Charter holder (USA). . Experience:Around 12 years of experience HSBC Asset Management (India) Private Limited as VP - Equities (Since November 26, 2022) Prior Assignments: L&T Investment Management Limited - Research Analyst July 16, 2021 to November 25, 2022. Reliance Nippon Life Insurance Company Limited - Research Analyst from April 17, 2017 to July 15, 2021. Religare Capital Market Limited - Research Analyst from June 18, 2015 to April 13, 2017. Motilal Oswal Securities Limited - Research Analyst from May 02, 2013 to June 12, 2015.
Siddhartha Bhaiya
Meet Siddhartha Bhaiya, the dynamic force behind Aequitas Investments. As the Managing Director and CIO at Aequitas Investment Consulting Pvt. Ltd., he's reshaping the world of finance with his sharp insights and contrarian stock-picking approach. With over 25 years of experience in Equity research and fund management, Siddhartha has propelled Aequitas to deliver jaw-dropping 33% CAGR returns over more than 12 years. With a deep focus on valuations, his latest venture focuses on the East Asian Markets.
Sivaramakrishnan Raghavan
Mr. Sivaramakrishnan, Co-Founder of Sincere Syndication Group, is a Chartered Accountant with over two decades of dynamic experience in investment management, portfolio advisory, corporate finance, and regulatory compliance. His career spans leadership roles across India and Southeast Asia, covering diverse sectors such as fund management, private equity, banking, capital markets, energy, and retail. With over 20 years of direct investing experience in Indian and U.S. capital markets, he brings a strong understanding of global investment trends and asset allocation strategies. He has previously served as the Principal Officer of a SEBI-registered Investment Adviser firm, where he was responsible for portfolio construction, investment advisory, regulatory reporting, and end-to-end compliance within SEBI's framework. Mr. Sivaramakrishnan’s hands-on exposure to SEBI-regulated advisory operations, combined with his extensive market knowledge, positions him strongly to lead a Portfolio Management Services (PMS) platform. His professional track record includes business transformation, governance, team leadership, and a deep-rooted commitment to investor protection and fiduciary standards. At Sincere Syndication, he now steers the investment strategy and portfolio management function, aligning his regulatory insight with a disciplined, research-driven investment process.
SONAL MINHAS
Sonal’s decade long career spans across entrepreneurship, investment management and investment banking. In his last role, Sonal was leading a food-tech venture, which he exited/sold in 2018. He has led consumer, financial services and B2B investments at SAIF Partners (Elevation Capital) and AIF Capital. During his investing career that includes both public and private investing, he has actively led investments, represented his funds on the boards of portfolio companies, very closely worked with managements and led exits. He has a Post Graduate Diploma in Management from Indian School of Business, where he was a Dean’s scholar and was awarded the Torch Bearer award for winning the maximum number of competitions across B-schools in India, and has done his Civil Engineering from IIT Kanpur.
Sonam Srivastava
Sonam Srivastava is the founder of Wright Research, an India-based Robo-advisor and Portfolio Management Service, where she creates data-driven portfolios out of her deep passion for quant finance. Wright Research is a wealth creator in the digital space that uses scientific data-driven methods to tactically extract opportunities across assets in the public markets to grow clients’ wealth. Wright functions as SEBI registered Robo advisor and is among the most popular advisors among millennial investors with more than 50000 lifetime clients and 300 crore+ assets. Wright Research has delivered a 90% + outperformance over the index in the last 3 years. She has 10+ years of experience in investment research and portfolio management, working on systematic strategies, long-short strategies, and algorithmic trading. She started her career in the field with Mumbai-based Forefront Capital, acquired by Edelweiss. At Edelweiss, she worked as an algorithm designer at Edelweiss's institutional equity broking desk. After that, she worked at HSBC Europe as a quant building factor-driven portfolio solutions. Before starting Wright Research, she also worked at Qplum, doing portfolio management at the artificial intelligence-driven Robo-advisor. She graduated from IIT Kanpur with a master’s in financial engineering from Worldquant University. She is a globally recognized researcher and works as a visiting faculty as AI in Finance Institute New York and BSE Institute Limited.
Sudheesh M
Mr. Sudheesh M has over a decade of experience in the field of corporate finance, accounts, and audit. He started his career with a reputed Chartered Accountant in 2006 in Cochin. Taxation, corporate audit, and accounting are his specializations. He has been working with Moat Financial Services since 2013 and is currently in the Finance and Compliance office. Sudheesh is a commerce graduate and is on the path to becoming a Chartered Accountant
Sumit Jain
Mr. Sumit Jain has over 16 years of experience in Indian equity markets. He was actively involved in the conceptualization of the Indian Entrepreneur strategy and currently manages the Indian Entrepreneur Portfolio with an AUM of over USD 2.5 billion. He has also been instrumental in building the proprietary valuation models at ASK. In the past Sumit has worked with ICICI Prudential Life Insurance and First Global Securities in the past. He is a Postgraduate in Management from Mumbai University. He first joined ASK in October 2005.He is also engaged in the research of businesses with ASK IM universe, identifying new investment opportunities and tracking their performance at regular intervals.
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.
SURAJ NANDA
Mr Suraj Nanda joined ICICI Prudential Asset Management Company Ltd (IPAMC) in May 2016, as an Investment Analyst under the Investment Team. Here he was covering the Capital Goods and Chemicals sector. Prior to joining IPAMC, Mr Nanda was associated with IBM India Pvt Ltd as a SAP Basis Consultant between August 2011 and June 2014. Mr Nanda has completed his Post-graduate Diploma in Management (Finance), from SP Jain Institute of Management, Mumbai and Bachelor in Electronics, from Jadavpur University, West Bengal. He has cleared all 3 levels of CFA (US) examination and is awaiting charter.
Surjitt Singh Arora
Surjitt Singh Arora is Portfolio Manager – Portfolio Management Services at PGIM India Asset Management Private Limited. He is the Portfolio Manager for PGIM India Phoenix Portfolio and PGIM India Core Equity Portfolio. Surjitt holds a Bachelor’s degree in Management Studies from Sydenham College, Mumbai and a Master’s degree in Management Studies from Sydenham Institute of Management and Research (SIMSREE), Mumbai. Surjitt Singh Arora has more than 16 years of rich work experience in the Equity Markets including over 6 years in the asset management industry. In his last stint, Surjitt was Head - PMS and Principal Officer with Tata Asset Management. Prior to that he was with Tata Mutual Fund as Equity Research Analyst.
Suryanarayanan Manian
Surya joined DSP in July 2011 as part of the Product Management Group. He completed his PGDM from the Indian Institute of Management, Ahmedabad, in 2008 and began his career at the Private Wealth Management Desk at Anand Rathi. Surya moved to DSP’s Equity Team in January 2014 and went on to manage the DSP Technology.com Fund (July 2015 – July 2017) and the DSP A.C.E. Fund (December 2017 – July 2021). Since August 2022, he has been working with the AIF Team.
Swapnil Kulkarni
2 Decades of experience in Wealth Management across Insurances, Mutual funds, AIF's, Corporate and FII Treasury management.Special jury nomination at the CNBC Tv18 financial advisor awards 2010
Tej Shah
Prior to joining Marcellus, Tej worked at Mayfield, a Silicon Valley headquartered venture capital fund which manages $3Bn globally and $220Mn in India. Tej spent 2 years as a part of Mayfield India’s investment team covering multiple sectors and being at the centre of India’s evolving venture ecosystem. Prior to Mayfield, Tej was a part of the equity and capital markets team of Ambit Capital where he worked on executing IPOs, QIPs and buybacks.
Tridib Pathak
Tridib Pathak has over 30 years’ experience in managing Indian listed equity assets for domestic and international investors. He joined Avendus Capital in 2019 from Enam AMC, where he was a senior portfolio manager. His previous roles included CIO of Lotus Asset Management (a JV with Temasek’s Fullerton Fund Management) and CIO of DBS Cholamandalam, a JV with DBS of Singapore. He is a Chartered Accountant from the Institute of Chartered Accountants of India and holds a degree in Commerce from Bombay University.
