Fund Managers
Discover all of the fund managers
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.
Ayush Aggarwal
Mr. Ayush Aggarwal is a young dynamic business leader. He is an MBA (PGP-FMB) from SP Jain Institute of Management and Research, Mumbai, and a graduate from Delhi University. He has a great understanding and an in-depth knowledge of financial Market. He is the CIO (Chief Investment Officer) of SMC Private wealth Vertical at SMC Global Securities ltd. managing and handling portfolio management activities. He has an excellent understanding of the various Macro & Micro factors driving the economy and financial markets. He has a knack of Identifying high growth potential as well as fundamentally strong companies. HNI clients at SMC have benefitted significantly from his practical and pragmatic views.
Ayush Vimal
Ayush Vimal has more than a decade of experience in the financial services domain across Investment Banking, Taxation and Assurance. In his last role, he was working in the Investment Banking team at Citi where he was advising top global Private Equity funds and large corporates on acquisitions, divestments and IPOs and was rated the top of his batch. He has been involved in advising on deals with a potential value of more than US$20bn across telecom, infrastructure and consumer sectors. Ayush has an MBA from IIM Ahmedabad and B.Com (Hons) from St. Xaviers' College, Kolkata. He is also a Chartered Accountant and Company Secretary. Besides investing, Ayush is passionate about reading, writing, swimming and is an ardent follower of Roger Federer
BAIDIK SARKAR
India continues to be amongst the fastest-growing trillion-dollar economy in the world that is likely to reach a nominal GDP of USD 5 trillion before the end of this decade, from USD 2.6 trillion today. To support this scale, several social, and regulatory have been unveiled, and as they spread through the economy, powerful repercussions are being felt across India's consumption stack. An unintended consequence of this change is impacting the competitive ability of India's unorganized businesses. And this has led to a disruptive shift favoring India's organized businesses across various segments.
Bhargav Buddhadev
Bhargav Buddhadev is the Co-Fund Manager of Ambit Emerging Giants Small Cap Portfolio at Ambit Asset Management. He has over 18 years of experience in Equity Research. Prior to joining Ambit, he worked with Kotak Mutual Fund where he was part of the investment decision-making process for identifying mid and small- cap funds. He also worked with Ambit Institutional Equities and was entrusted with the responsibility of researching mid-cap stocks. Bhargav was recognized in Asiamoney polls in 2017 and ranked as the 4th best analyst for Consumer Discretionary, 4th best analyst for Small Caps, 7th best analyst for Utilities and 10th best analyst for Conglomerates. One of his major contributions was the creation of a small-cap product called Beachcombing Series at Ambit Institutional Equities that identified undiscovered names and helped his team rank in the top 3 in Asia Money polls. The secret sauce to this was the extensive channel checks which were conducted by talking to competitors, suppliers and channel partners like distributors. Bhargav is a qualified Chartered Accountant, holds an MBA in Finance and is currently pursuing American CFA level II certification.
Bhavesh Kanani
Bhavesh has an overall 16 years of experience in equity research spanning global and domestic markets. His domain expertise is in BFSI (Banking & Financial Services Industry). Prior to joining ASK, he has worked with Centrum Broking, Sharekhan, Bank of America and Citigroup. Bhavesh is an MBA (Finance) from IBS, Mumbai. He is with ASK since 2013
Bhavin Shah
Mr. Bhavin Shah is one of the most awarded (unprecedented streak of a decade of number One Rankings by the Global Institutional Investors) professionals in the industry. In his career spanning over twenty years, Mr.Bhavin Shah has played leadership roles in building from scratch three top ranked Institutional Equity franchises: Global (JP Morgan), Asian (Credit Suisse) and Indian (Equirus).Mr. Bhavin Shah set up Sameeksha Capital to manage his personal savings in an institutional setup and hence enable others to benefit from his expertise. Mr.Bhavin Shah has appeared on business TV channels and Magazines across the globe to present his views on equities. He holds a MBA degree with Beta Gamma Sigma honors from the top ranked University of Chicago Booth school of Business and a Master’s degree in Computer Engineering from the University of California. Mr.Bhavin Shah jointly holds two US patents for Microprocessor Design.
Bijon Pani
Bijon Pani with 12+ yesrs' global and Indian quant investment experience, leads AIF/PMS strategies & research. Past roles include NJ AMC, IDFC AMC, Barclays capital. and Eden financials. Holds a Ph.D. in Finance (factor investing) from EDHEC, France, MS in Finance from London Business school, MSc in Computer Science from Oxford
CHAITANYA SHAH
BITS Pilani grad (2014) and former JP Morgan Investment Banker in Mumbai & New York. Served as a lead analyst on over $1B in M&A, buyouts, and IPO transactions, specializing in North American Real Estate
Charandeep Singh
Co-founder of Girik and leads the investment decision making process . Formidable experience of over two decades in capital markets . More than 10 years of experience of investing in Indian equities . With Lehman Brothers till 2007 as a Director of Investment Banking Division, Global Leveraged Finance group, based in New York and London Holds a Diploma in Accounting and Finance from London School of Economics and Political Science (1999) and MSc in Finance from London Business School (2002)
Chetan Thacke
Mr. Chetan Thacker has a total work experience of more than 11 years with 7 years plus in equity research. He has a sector research expertise in agriculture; chemicals; metals mining and midcaps. Previously Chetan has worked with McKinsey Co; HSBC InvestDirect; Emkay Global Financial Services. His educational qualification includes CFA (ICFAI University) and PGDBM from NMIMS.
Chetan Thacker
Mr. Chetan Thacker has a total work experience of more than 11 years with 7 years plus in equity research. He has a sector research expertise in agriculture; chemicals; metals mining and midcaps. Previously Chetan has worked with McKinsey Co; HSBC InvestDirect; Emkay Global Financial Services. His educational qualification includes CFA (ICFAI University) and PGDBM from NMIMS.
Chockalingam Narayanan
Mr. Chockalingam Narayanan has over 17 years of extensive experience in Fund Management, Investment Research and Market Analysis. He has been instrumental in analysing business fundamentals to derive relevant and actionable analysis that has portfolio growth. He is consistently relied upon for providing detailed analysis of the macro-economy, financial markets and ESG that serve as some of the key foundation pillars for the various investment strategies that he has worked with in his career. In his career, he has earlier worked with leading organisations like Baroda BNP Paribas Asset Management India Pvt Ltd, Deutsche Equities India Private Limited and Batlivala & Karani Securities. Academically, Mr Chockalingam Narayanan has a Post Graduate Diploma in Management from T A Pai Management Institute, Manipal and a Bachelor of Commerce from G.R.Damodaran College of Science. He has also passed the Financial Risk Manager (FRM) certification by the Global Association of Risk Professionals, USA.
