Fund Managers
Discover all of the fund managers
Heena P. Shah
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
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
Hemant Desai
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).
HemantKumar Ishwarlal Desai
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).
Himanshi Upadhyay
Mr.Himanshu Upadhyay is the PMS Portfolio Manager at DHFL Pramerica Asset Managers Private Ltd. He is the portfolio manager for DHFL Pramerica PMS Phoenix Strategy. Himanshu is a B.Tech for NIT Hamirpur and PGDM (IIM Kozhikode). In his career spanning 11 years, Himanshu has extensive experience in Equity markets. His previous assignments have been with M3 Investment Managers Pvt. Ltd. and Max New York Life Insurance.
Hiren Ved
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.
Hitesh Arora
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.
Hitesh Savanth
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.
Hitesh Zaveri
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.
Investment Committee.
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
Ishan Daga
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.
Ishan Thakkar
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.
Janak Kotecha
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
Jayant Mamania
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
Jigar Dinesh Shah
Mr. Jigar Dinesh Shah has 16+ years’ experience with Negen Capital Services Private Limited in Capital Markets Investing, Research in Equities, Business Development, Risk Management, Risk Profiling of Clients & Client Communications.Qualifications –Graduate in commerce (B.Com.) from Mumbai University, PGDBA in Finance from Welingkar Institute of Management Development ,NISM Certified Investment Adviser Level I and Level II
