Fund Managers
Discover all of the fund managers
Apurva Sharma
Qualification:CFA Charter holder, MBA in Finance from Welingkars & Bachelor of Engineering (Infotech) from Mumbai University, Experience: ▪ Apurva comes with over 16+ years of experience in the finance industry.He has worked as a co-fund manager at Helios Asset Management for Flexicap Mutual Fund managing.over 1000+ crs AUM. Previously, he has also worked with PGIM India AMC, Edelweiss, ICICI Group, Anand Rathi, and Centrum Wealth Managers. Apurva is a CFA Charter holder, MBA in Finance from Welingkars & Bachelor of Engineering (InfoTech) from Mumbai University.
Arjun Narsipur
Arjun is a seasoned finance and markets professional with over 14 years of experience across equity, FX, global markets and treasury risk management. His area of focus is converting investment philosophies into testable, repetable processes and algorithms.
Arjun Singh
Arjun is a founding partner of Hanut Alternate Investments LLP and manages the Hanut Fundamental Quant (HFQ) fund. He started looking at markets in a professional manner in 2007 and has seen multiple moods of the markets in the last 14 years. Over the years he has explored many different styles of investing including being purely fundamental to being a momentum investor. Refining his investment strategy, he realised he was most comfortable with methods that negate personal bias and outlook from investment decisions. The current strategy followed by HFQ is a distillation of his research work over the years and provides a purely systematic approach to building an equity portfolio.
Arpit Kapoor
Investment Professional, has been in equity markets for over 15 years. He joined Ashmore in March 2022 as a co-Portfolio Manager. Prior to that, Arpit worked at IDFC Asset Management Company as a Fund Manager and managed IDFC Balanced Advantage Fund and IDFC Large Cap Fund. He started his equity market career with UTI AMC as an analyst in 2009. Arpit holds an MBA from the Indian Institute of Management, Kozhikode (IIM-K) and is a CFA charter holder.
Arpit Shah
He is founder director of the company and a CA by qualification. He has over 12 years of secondary capital market experience. His role includes research and portfolio management.
Arun Malhotra
A veteran in the capital markets with more than 30 years of equity experience. Passionate about Stocks and Investing since childhood and gained trading and research experience at BLB Ltd. and DBS Securities in the early 1990s. Arun has worked on the buy side with Manning & Napier, New York (2003-05, $26bn AUM) and a U.S hedge fund (2005 -2013, AUM $300 mn) based out of Mumbai. He has also been involved as a consultant to a European Investment Bank for their business in India along with managing proprietary funds in listed equities. The performance of the managed funds and later the proprietary portfolio exceeded the benchmarks with a complete focus on quality stocks and special situation investing. Education: Executive MBA from FMS Delhi (1997-2000) and full-time M.B.A (2001-03) from one of the top business schools of finance in New York.
Arun Subrahmanyam
Arun has over 25 years of professional experience in equity research across domestic and international brokerage firms. His extensive experience in fundamental research has enabled him to gather domain knowledge of varied sectors like automobiles, pharmaceuticals & midcaps apart from deep understanding of the functioning of the Indian equity markets. After graduating from St. Stephens College, New Delhi, Arun qualified as a Chartered Accountant. His professional career started with ICICI, followed by stints with HSBC Securities, Paribas Capital Markets and IDFC-SSKI Securities. His last employment was as Managing Director – Research at BofA–Merrill Lynch where he worked for 11 years before founding Ampersand.
Ashi Anand
Ashi Anand has over 20 years of fund management experience, at some of India's top AMC's include ICICI-Pru PMS, Kotak Investment Advisors & Allegro Capital Advisors. Ashi has been able to demonstrate consistent outperformance to the markets across the past 2 decades, across a wide range of market conditions & strategies.
Ashish Chaturmohta
Qualified Charted Accountant by profession & a seasoned market expert with over sixteen years of experience in Capital markets. Over the years, Ashish has developed a deep understanding of various industries & companies. He possesses a strong ability to identify long-term trends in different asset classes (global equity indices, currency pairs, commodities, gold etc.) and conduct intermarket analysis for identifying trends and reversals. His key strength lies in combining fundamentals along with technical studies which helps in identifying companies with a strong fundamental background and strong technical setup. Ashish has received several awards and maintains a strong media presence.
ASHISH GOEL
Ashish has over 25 years of experience in Financial Markets. He was a rank holder at IIM Calcutta (MBA), B.Tech.(EE) IIT Kanpur, class topper at Carnegie Mellon University, MS (Computational Finance). He was MD - Standard Chartered Bank, Bear Stearns, Dresdner Bank, Safron Ltd(Hedge Fund) and ICICI. Has worked in US, UK, India and Singapore.
Ashish Jagnani
25+ years of experience in Equity E4; Managed discretionary Equity portfolio's having Concentrated portfolio strategies, Multi-cap, Small-cap and Thematic portfolios.Good understanding of different portfolio management strategies for balancing risk and liquidity.Witnessed different market cycles + knowledge of global and technical factors affecting capital markets. Prior to joining HDFC AMC he was at Kotak Mahindra Asset Management or over 7+ years; Fund Manager, Alternative Assets i.e Discretionary Equity Portfolio’s and AIF CAT-3 strategy.Has a strong Research Analyst career of 18+ years. Worked with Global Research firms like UBS, Citigroup for 10-yrs covering variety of sectors and Investment Banking mandates.Has been a voted equity analyst in Asia Money & Asia Institutional Investor Surveys. Interacted with Global emerging market investors and Specialist’s Inst. investors in US, Europe and Asia.Qualification :-Ashish is a Chartered Accountant (CA) and also holds Masters in Financial Management from Jamnalal Bajaj Institute of Management Studies, Mumbai.Passionate about Equity investing and likes reading on Global developments impacting on Equity markets
Ashvin Shetty
Ashvin has more than 10 years of experience in equity research. He led the coverage on automobile sector at Ambit Capital from 2010 to 2017. He was ranked in Starmine Analyst Awards 2013 and 2016 for his stock picking abilities during this stint. He thereafter worked as a senior analyst for Ambit’s Mid and Small cap PMS funds till November 2018. Prior to joining Ambit, he worked with Execution Noble as an analyst covering consumer and media space. He has also worked with KPMG’s and Deloitte’s statutory audit departments from 2004 to 2007 gaining extensive experience across Indian accounting standards and financial statement analysis. Qualifications: Ashvin is a BCom graduate from Narsee Monjee College (Mumbai). He is a qualified Chartered Accountant (ICAI India) and Chartered Financial Analyst (CFA Institute, USA).
Ashvin Shetty - CFA
Ashvin has more than 10 years of experience in equity research. He led the coverage on automobile sector at Ambit Capital from 2010 to 2017. He was ranked in Starmine Analyst Awards 2013 and 2016 for his stock picking abilities during this stint. He thereafter worked as a senior analyst for Ambit’s Mid and Small cap PMS funds till November 2018. Prior to joining Ambit, he worked with Execution Noble as an analyst covering consumer and media space. He has also worked with KPMG’s and Deloitte’s statutory audit departments from 2004 to 2007 gaining extensive experience across Indian accounting standards and financial statement analysis. Qualifications: Ashvin is a BCom graduate from Narsee Monjee College (Mumbai). He is a qualified Chartered Accountant (ICAI India) and Chartered Financial Analyst (CFA Institute, USA).
Ashwin Agarwal
CFA. 15 years of experience in asset management
Atul Suri
Mr. Atul Suri has over 25 years of experience in trading and investing in Indian equities. He started his career as a Fundamental Analyst in 1990, with one of India’s first Equity Research driven fund houses, Parag Parikh Financial Advisory services. In 1994 he secured a Masters in Banking and Finance from UTS Sydney, Australia. It was at UTS that he was introduced to technical analysis as part of his studies on Foreign Exchange (FOREX) trading. On his return to India, he moved into Institutional Equity Sales with Birla Sun Life Securities, where he later set-up and lead the Private Client Group business. In 2003, Atul established Marathon Capital, a company focused on trading Index futures. In 2008 he joined RARE Enterprises, a family office of Mr. Rakesh Jhunjunwala, as a Technical Analyst and managed an Independent Book and had a great opportunity to learn from the masters. In 2017 he moved on to running his own Portfolio Management Service (PMS) Marathon Trends Advisory where he is the CEO and CIO.
