Mumbai, Maharashtra, India
Over 12 years of experience in Indian equities across investment research, portfolio management as well as fund administration and management for Cat III AIF and PMS Designated Fund Manager across 3 Funds on the Cat III AIF Platform Experience across all facets of a fund's lifecycle from inception, fund raise, management, administration and wind-down Key member in setting up of 4 funds on the AIF Cat III platform; Well-versed in regulatory affairs, trading execution, fund accounting and settlement process
• Fund Manager in three fundamental long biased funds on the Category III AIF platform • End-to-end research and portfolio management responsibilities including new strategy research, opportunity selection and risk management • Historically, responsible for Forefront’s/ Edelweiss’ Event Fund and Asset Allocator where responsibilities ranged from ideation, performance reporting, key account management and trade management • Additional responsibilities of distributor and client management comprising of monthly national calls, distributor training and client interactions • Led the post-acquisition integration of Alpha Fund acquired from Ambit Capital • Part of the Forefront Capital team that was acquired by Edelweiss in 2014
• Analysed and streamlined the core operations process flow for a specialised logistics organisation • Conducted business entry study for a large food ingredient manufacturer • Business analyst on a business transformation engagement for a leading auto component manufacturer • Developed investment memorandum for an IT solutions provider, an E-Waste disposal company and an aluminium architectural systems manufacturer • Assisted on developing a capacity building plan for the media sector for an East African country