Mumbai, Maharashtra, India
Plunge taken to burn the midnight oil, pushing boundaries to debunk KRAs and go on working without vacations. I am yet happy to be engaged in this activity because it is called my OWN BIJNESS. I am tracking Indian Equity for the last 12 years having worked for one of the largest (by AUM) Indian PMS and MFs. I continue to do the same for my own clients. Our company, AKSA is an emerging Portfolio Management Service with a mandate by its investors to invest in the listed entities on the Indian stock exchange. We identify emerging companies that have robust management and a foresight to garner profitable market share. Our USP is a team of 3 experienced enthusiasts with diverse set of experience in equity research across Banks, MF, Private Equity and Credit Rating. This enables us to choose long term companions (that's how we identify our stocks) with medium term triggers backed by reputable management and a strong urge to seek profitable market share gain.
I was entrusted with ensuring strategy implementation and carry out the task set by the eminent Board of directors
My job profile here entails me to do bilateral trade and managing Indian listed opportunity fund. I am also responsible for rolling out new products in the Bank like channel financing and money market fund. Added to this, I will be responsible for the compliance function within the bank.
This is a transition from good to better with a hope to create the best. Along with IT and Telecom, I have added to take on the additional responsibility of tracking Capital goods, Infrastructure & Utilities. Perhaps the right time to be tracking these sectors with a hope to see revival around.
Equity is my passion. Work becomes fun when passion is pursued. At ING, I enjoy studying the economy and Indian equity market. I am entrusted with analysing global and domestic trends and hope to stumble on ideas, some of which are potential multi-baggers (of course, I need to nurture them). The 3 principles that I keenly follow are: 1. Analyse the indutry-trend broadly to know the direction of the wind (Currency, metals, politics, weather-changes, demography and policies) 2. As long as a company is destined to gain market-share without compromising too much on its long-term profitability, stay invested and don't bother about the valuations. 3. Find a good company in bad times (industry-cycles). Seek a good time to invest in it and stay invested. Finally, my goal is to remain successful and success according to me is finding happiness in what I do.
Part of an investment team managing USD 250mn+ of equity portfolio. Sectors under coverage include IT, ITeS, Telecom, Education, Media and entertainment, organised retail and Textile. I am entrusted with identifying potential stock ideas within the sectoral universe and monitoring / tracking existing investments. My edge at ENAM AMC is the comprehensive research with self created detailed models, depth in research commensurate of sell-side for every company within the universe and covering 50+ stocks retaining the width of buy-side.