Hitesh is the Head – Listed Equity Alternatives. He is responsible for managing the PMS portfolio along with relevant CAT-3 AIF strategies. With over 25 years of experience in portfolio management, investment banking and equity research, he is a veteran of the industry. Over his long career, Hitesh has worked with Edelweiss Capital as Senior VP & Head (Strategic Think Tank) and at Enam Asset Management as Executive Director & Portfolio Manager. In addition to managing money for few of the largest sovereign wealth funds, he also executed a number of transactions in M&A, IPO and projects that involved Restructuring and Delisting processes in his past roles. Prior to joining Axis AMC, he served as Head of Investments in Portfolio Management Services at Aditya Birla Mutual Fund. Qualification:- MBA from Mumbai University, Investment Management Program, General Management Program, and the Advanced Management Program from Harvard Business School and Executive Development Program from The Wharton School.
The process is the fund manager Revolutionizing fund management Moving away from people towards process Team first to client first – prioritizing our fiduciary duty of staying true to the clients' needs A team of highly motivated and skilled research analyst drive ideation Also, ensures ownership of the idea and constant monitoring Staying ahead of the curve Two step approval process – Research team & Investment Committee ensures robustness Democratic process ensures healthy debate and disagreement We don’t get married to our calls Future talent grooming Keeping the well-oiled machine going
Mr. Ishan Daga brings over 19 years of experience in financial research and fund management. A Chancellor and Gold Medallist in M.Com and PGDM – Finance, he has held senior roles across reputed institutions. Recognised as the top analyst by Bloomberg ANR for all stocks under coverage, he has also been nominated for the Zee Business and Thomson Reuters Analyst Awards, affirming his standing in India’s capital markets.
Mr. Ishan Thakkar is an astute professional with an MBA in Finance, and over 6 years of expertise in the dynamic equity market. Since joining Fort Capital in 2018, he has been instrumental in steering the pre-investment process and adroitly managing the active investments within our portfolio companies.
A Chartered Accountant by qualification, he has a work experience of over two decades in the capital markets. His experience includes working with prestigious financial institutions such as Morgan Stanley and Alliance FinStock He has been a part of Prithvi Group since its inception in the year 2007 and now also manages the portfolio management service of the company
He is a key personnel of the investment team. His stock picking ability makes Care PMS a distinct portfolio manager. He heads the investment team and has over 20 years of experience
Our Founder and CIO, Jose C Abraham, has been a seasoned investor since 1985. Mr. Jose, an MBA from Cochin University of Science and Technology, boasts extensive experience in banking, foreign exchange, and capital markets. With a firm belief in the power of integrity and trust, he has built Fortune over the past 2 decades. This will also be the guiding philosophy of our Portfolio Management Service (PMS).
Prior to founding Valentis, Jyoti worked for 21 years as Head of Research and strategist for India at Bank of America Merrill Lynch. He helped build the research team as the leading research provider in India as well as one of the top institutional brokers in the country. As a strategist, he was rated amongst the top strategists in India by leading institutional investors in India.Jyoti has also served as a member of the Board of Directors of DSP Merrill Lynch, the Asia Pacific Research Executive Committee and Operating Committee, the India Country Leadership Team (CLT) and other management committees. Prior to DSP Merrill Lynch, Jyoti had worked in ICICI in the Project Financing Departmernt. Jyoti graduated in Commerce (B.Com) from Sydenham College and has an MBA from the Indian Institute of Management, Ahmedabad.
Kabir has ~23 years of investment experience focused on India. Kabir has been Managing Director at Berggruen Holdings since 2005, where he was the first hire and has set up Berggruen’s investment operations in India. At Berggruen, Kabir has been responsible for investments across multiple sectors. Prior to Berggruen, Kabir was the CEO of RDC Concrete India Ltd. RDC was previously financially strained, Kabir led a successful turnaround of the business. Currently, RDC is amongst the leading ready mix concrete companies in India. Eventually Kabir orchestrated the sale of RDC to True North (a leading private equity fund in India). Kabir started his career at Indocean Chase Capital in 1996. Kabir received a Masters Degree from Sydenham College in Mumbai.
Karan, CFA, is the Co-founder, Chief Investment Officer, and Portfolio Manager at Elever, with over 15 years of experience in equity and fixed-income product development. At Indxx Capital, he introduced and managed investment strategies exceeding USD 5 billion, catering to AMCs, ETF sponsors, hedge funds, and pension funds. Leveraging deep expertise in factor investing and quantitative research, Karan has created a suite of ETF and equity portfolios at Elever designed to outperform market benchmarks across cycles. A CFA charter holder and alum of MDI Gurgaon, he specializes in delivering innovative solutions that drive superior investment outcomes.
Mr Kartik Bhaskerray Mehta is the Fund Manager of Portfolio Management Services. Armed with an MBA in Finance from the Indian Institute of Finance, Delhi, and with 20+ years of experience in Finance and Equity Management, he brings to the table an impressive knowledge of the market. Having worked with various esteemed institutions like IDFC Asset Management Ltd., Canara Robeco Asset Management Ltd., Sushil Financial Services Pvt Ltd, and Asset Alliance Securities Pvt Ltd, Mr. Kartik is the ideal person to manage a client portfolio and create comprehensive investment strategies.
Kashyap Javeri is a Fund Manager with more than a decade of experience in company and sector research. He brings exceptional insights into stocks and economy. Prior to joining Emkay Investment Managers, he was a rated BFSI analyst in Emkay Institutional Equities for eight years, and also worked with Sharekhan Ltd. as a midcap analyst. Kashyap brings with him immense in-depth knowledge not only in a variety of manufacturing and services sectors, but also in banking and economics.
Kaushik has over 23 years of experience in Indian Capital Markets in the areas of Fund Management, Equity Research and Portfolio Management. He has worked with some of the large Portfolio Management Companies in India including Reliance Wealth, Karvy, KR Choksey and Sharekhan. In his previous role he was a leading Portfolio Manager responsible for managing various discretionary strategies. The Midcap PMS Strategy there had a good track record of outperforming the benchmark Index over long periods. He has also worked with Mutual funds like Birla Sunlife Mutual Fund and Peerless Mutual Fund. At Peerless MF, he was the key Equity Fund Manager and also headed Equities. He has done his MBA in Finance from Canadian School of Management and Graduation from Mumbai University.
Ms. Kavita Thomas, More than 20 years of experience in Equity Research Featured extensively in global media for her equity reports MBA from Mumbai University where she topped the course in all the semesters
Specializing in Equity Research | Investment Strategies | Long-Term Growth.With over 17 years of experience in equity research and more than 15 years on the buy-side, Mr. Ketan Shah has built a distinguished career in the financial sector. His expertise spans across critical sectors such as BFSI (Banking, Financial Services, and Insurance), Engineering, Capital Goods, and Construction, where he has consistently delivered strong results by developing tailored investment strategies that drive long-term growth.As a Principal Officer and Fund Manager, Mr. Shah has demonstrated a deep understanding of market dynamics, employing a blend of technical analysis, industry knowledge, and macroeconomic insights to make informed investment decisions. His approach is grounded in delivering sustained value to investors, with a focus on long-term capital appreciation, risk management, and sectoral opportunities.