Gautam Berry has over 8 years’ experience in Indian Equities. He is the Fund Manager of Event Arbitrage PMS Investment Approach at Edelweiss Asset Management Limited. He also plays an integral part in managing Alternative Equity, Catalyst and Consumer Trends Fund. Before joining Edelweiss AMC in the year 2014, he was a consultant at Transfolign Consulting, where his core competence included business transformation, development of processes & control systems. He also received recognition for successfully conducting business entry studies using available market data, projecting growth trends and advising on investment decision. He is a CFA Charter holder from CFA Institute with Master of Science in Finance from University of Illinois, Urbana-Champaign, USA and Bachelors in Computer Engineering from Mumbai University.
Gautam Trivedi is a Co-Founder & Managing Partner of Nepean Capital. He has over 26 years of experience in the Indian and Asian financial industry. In his last role, he was the CEO of Religare Capital Markets, one of India's leading domestic Investment Banks. There he pioneered 'The Great India Roadtrips' that conducted channel checks across in Tier 2 & 3 towns and villages. Before joining Religare, Gautam was a Managing Director and Head of Equity Distribution at Goldman Sachs India; he served on the board of Goldman Sachs India Private Limited. He moved to India from Goldman Sachs (Hong Kong) where he was an Executive Director in the Asian Equities team. Gautam spent 4 years in the Corporate Finance and M&A team at Reliance Industries Ltd, India's largest company by market cap. He has also worked at DSP Merrill Lynch, CLSA Asia and Jardine Fleming (Hong Kong). Gautam graduated from the University of Southern California (USC) with an MBA and has a Bachelor of Law and a Bachelor of Commerce degrees from Mumbai University. He is also an Aspen Institute fellow and is the President of the USC Marshall Alumni Association of Mumbai. He sits on the boards of Collective Artist Networks, Extramarks Education India Pvt. Ltd., Landmark Cars Ltd., Maddock Films and UFO Moviez India Ltd. Gautam also sits on the India Advisory Board of the USC Viterbi School of Engineering. He is an avid traveler and enjoys penning his experiences in travelogues.
Ms Geetika Gupta is Fund Manager – Portfolio Management Services at ICICI Prudential Asset Management Company Ltd (IPAMC), having joined the company in August 2021. She has over a decade of experience in investments, both in sell-side equity research and buy-side research. Prior to joining IPAMC, she was Vice President at First Voyager Advisors for six years, where she was responsible for the fund's investments in Indian equities. Prior to that, Ms Gupta was a research analyst at Kotak Institutional Equities for four years (2011-15), covering the Banking and Financial Services (BFSI) space. She began her career in 2007 at Lehman Brothers covering US Equities and later interned with Morgan Stanley, Singapore in the Investment Banking Division in 2010. She comes with deep understanding of the BFSI sector, as well as in B2C businesses in the consumer and technology space. She is an alumnus of IIT Delhi (B.Tech, Chemical Engineering) and IIM, Ahmedabad.
George brings over two decades of experience in equities and capital markets. At ASK, he leads investment strategy, performance, product innovation, and growth across PMS, AIFs, offshore funds, and the upcoming mutual fund platform. He joins ASK from Jio BlackRock AMC, where he was Chief Investment Officer and played a key role in setting up the India JV. Previously, he led investments and strategy at ICICI Prudential PMS and ITI Asset Management. He has spent over a decade at ICICI Prudential AMC where he was overall responsible for managing ~USD 2 billion in equity assets. A Chartered Accountant and Cost & Management Accountant, George is known for his stock-picking skills, long-term value approach, and track record of scaling investment platforms.
CA Govind Jhawar is the Founder and CEO of Finideas, a premier investment advisory firm. He is a Chartered Accountant, Certified Treasury Manager, and SEBI Approved Investment Advisor with over 23 years of experience in the Capital, Currency, and Derivatives Market, managing an AUA of over ₹600 Crores.Under his leadership, Finideas launched the Finideas Growth Fund, an Alternative Investment Fund (AIF). A prominent figure in financial training, he has trained over 90,000 traders and investors since 2004. Govind specializes in developing innovative trading strategies and offers consultancy to exchange members. He has conducted numerous workshops on behalf of SEBI, NSE, BSE, and MCX across India, focusing on options trading and financial market education.
MA Economics from Delhi School of Economics (DSE) NISM certified. Half decade experience in credit risk management & market research at American Express & Wells Fargo.
Hardik’s 20-year career includes 6 years of equity research at Lehman Brothers in New York and 13 years of investing experience in India as head of the investment research team at First Voyager, advisor to the TVF Fund, a large India-focused FII fund. Over the last five years of his involvement, the fund delivered high teens absolute returns significantly outperforming the MSCI India by high single digits annually. He is also a charter holder from the CFA Institute.
CFA ,Fund Manager PMS
Heena Shah's proficiency in financial services is underscored by her adept management of third-party funds and successful facilitation of IPO fundraising campaigns. Her experience as a Senior Manager at Shreni Shares Ltd, Mumbai, showcased her leadership in overseeing third-party funds, demonstrating strategic acumen in optimizing investment opportunities while ensuring compliance with regulatory requirements. Heena's track record includes orchestrating successful IPO fundraising endeavours, leveraging her comprehensive understanding of market dynamics and investor sentiment. Her expertise in conducting thorough financial analyses, ensuring accurate valuations, and meticulous review of investor statements, all of which contribute to her reputation for upholding the highest standards of quality and compliance in financial operations. Moreover, Heena's expertise spanned operational workings across equity, debt, and SME segments, where she conducted in-depth research and analysis. She delved into the intricacies of trading system APIs and drafted comprehensive reports on the capital markets. Additionally, Heena played a key role in developing operational frameworks for investment and finance-treasury segments, showcasing her multifaceted skill set in financial services. She has cleared NISM XIX -E Alternative Investment Fund Managers.-Category III
Hemal Shah is the Fund Manager for Alpha Compounders Strategy. He has around 14 years of work experience in financial services and capital markets. He has previously worked with Sharekhan, Angel Broking, Edelweiss Financial Services, ICICI Securities, Aditya Birla Capital and Anand Rathi Securities. In his previous stints, he was a part of PMS Team at Aditya Birla Money and Anand Rathi Shares & Securities Pvt Ltd managing AUM of ~INR 500 crs. He has done his MBA from Welingkar Institute of Management
Mr. Hemant Desai is the Promoter and Chairman of Concept Investwell Pvt. Ltd. Academically, he is a graduate in Economics and a post-graduate in Business Management with the specialization in Finance. These qualifications are combined well with rich experience of roughly 50 years in Banking, Management Consultancy, Real Estate and Investment Services (25 years in Capital Markets Services).
Mr. Hemant Desai is the Promoter and Chairman of Concept Investwell Pvt. Ltd. Academically, he is a graduate in Economics and a post-graduate in Business Management with the specialization in Finance. These qualifications are combined well with rich experience of roughly 50 years in Banking, Management Consultancy, Real Estate and Investment Services (25 years in Capital Markets Services).
Hiren Ved, an equity market veteran, serves as the Whole-Time Director and CIO at Alchemy Capital Management where he has been leading the firm’s Asset Management business. With over 30 years of experience in the Indian equities market, Hiren has developed a sustainable long-term investment philosophy based on fundamental research. He is known for his deep sector knowledge, bottom-up research skills and stock picking abilities. Hiren manages and advises funds over USD 931 million (as on June 30, 2023) across domestic PMS and offshore institutional mandates for Alchemy Capital. He holds a graduate degree in Accounting from Mumbai University and a post-graduation in Management & Cost Accounting from The Institute of Cost Accountants of India.
Mr. Hitesh Arora is a Fund Manager at Abakkus Asset Management Private Limited, bringing nearly two decades of strong domestic and global market experience. He has worked with reputed institutions such as Unifi Capital, Deutsche Bank, and J.P. Morgan, handling diverse roles across equity research, fund management, structuring, and risk management in India and abroad. Hitesh holds an MBA from IIM Bangalore, an MS in Financial Engineering from Columbia University, a B. Tech (Hons) from IIT Kharagpur, and is a CFA Charterholder.
With over 12 years of extensive experience in portfolio management and wealth advisory, Mr. Hitesh Savanth is a seasoned Fund Manager with expertise spanning both public equities and private investments. He has worked closely with Family Offices and Ultra High-Net-Worth Individuals (UHNIs), offering bespoke investment strategies across Indian and global markets.His approach centers around delivering consistent, risk-adjusted returns, emphasizing diversification across asset classes to optimize long-term performance.Mr. Savanth holds a B. Com (Hons.) from Sri Sathya Sai University and is a Chartered Financial Analyst (CFA), certified by the CFA Institute. His diverse experience has made him a trusted advisor in both traditional and alternative investment landscapes.