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Profile of Investment Team Members |
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| Role: |
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CEO of the firm, responsible for the growth and success of the business. He joined the ASK group in 2008 and took over ASK Investment Managers in January 2010. |
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| Professional Background: |
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Sameer has over 15 years of experience in the financial markets, as an equity analyst, fixed income, private equity, funds distribution and asset management. In the past, Sameer was associated with Mata Securities for over a decade where he was the Country Head – Mutual Funds and where he built a very large funds distribution business. He joined the ASK group in 2008 as CEO & Managing Partner of the proposed Asset Management Venture. |
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| Educational Background: |
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Sameer is MBA Finance from Institute for Technology and Management, Mumbai and is a Commerce Graduate from SIES College of Arts, Science & Commerce, Mumbai. |
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| Gaurav Misra | | - | | Portfolio Manager |
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| Role: |
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He manages portfolio assigned in the growth scheme and all NAV funds. Secondary responsibility includes understanding businesses and identifying potential investment ideas / companies having sustainable and profitable growth. |
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| Professional Record: |
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Gaurav brings with over 14 years of exprience in the field of equity research. In the past he has been associated with Classic Share & Stockbroking Limited, Mumbai, and IL&FS Investsmart, Mumbai in Equity Research and Vickers Ballas Securities Ltd, Delhi in Private Equity. His last assignment was with Alchemy Share & Stock Brokers, Mumbai. |
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| Educational Background: |
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Gaurav is a B.A. Economics (Hons) from St. Stephens College, Delhi. He has done his M.B.A from IIM, Lucknow. |
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| Kshitiz C Prasad | | - | | Associate Portfolio Manager |
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| Role: |
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Primary responsibility involves understanding various businesses and identifying and investing in high potential companies having sustainable and profitable growth. |
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| Professional Background: |
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Kshitiz brings with him 14 years of experience , 11 years of which in equity research. In the past he has been associated with Jamnadas Morarjee & Co, Cox and Kings (India) Ltd and SBI Capital Markets Ltd. His last assignment was with Anand Rathi Financial Services Ltd. as Senior Analyst |
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| Educational Background: |
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Kshitiz holds a Ph.D in Financial Economics from the university of Mumbai. He graduated as an Economics major from Elphinstone College, Mumbai. |
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| Anuj Sharma | | - | | Associate Portfolio Manager |
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| Role: |
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Primary research of understanding and evaluating various businesses and recommending potential investment opportunities. Anuj also manages portfolios assigned under Growth scheme. |
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| Professional Background: |
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Anuj has a total experience of 6 years of which 4 years have been in Equity Investments. His responsibilIties include Banking Finance and Information Technology sectors. He has also been responsible for Telecom, Cement and Media sectors in the past. Prior to this he worked with Cap Gemini Consulting Pvt. Ltd.
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| Educational Background: |
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Chartered Accountant, MBA in Finance & Marketing from Symbiosis Institute of Management Studies and M.A. in Economics |
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| Sumit Jain | | - | | Associate Portfolio Manager |
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| Role: |
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Primary role is to manage Lighthouse Infrastructure Portfolio, conduct research of business within ASKIM universe, identifying new investment opportunities and tracking their performance at regular intervals. |
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| Professional Background: |
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Sumit had been associated with First Global prior to joining ASKIM, where he tracked the US Macro economy and global FMCG Companies. His write-ups on the US Economy & FMCG companies have appeared in leading US journals and magazines like Barrons and St. Louis Times.
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| Educational Background: |
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Sumit has completed his Masters in Management from Mumbai university. He has also done a Diploma in Business Finance (DBF) from ICFAI. He is currently pursuing CFA International. |
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| Dhrumil Shah | | - | | Associate Portfolio Manager |
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| Role: |
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Primary role is to manage the value growth portfolio and research of businesses within ASKIM universe, tracking their performance at regular intervals. |
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| Professional Background: |
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Dhrumil has worked as Finance Controller with ABB Ltd.
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| Educational Background: |
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Dhrumil is a qualified Chartered Accountant and a Commerce graduate from Mumbai university. |
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| Amol Kotak | | - | | Senior Research Analyst |
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| Role: |
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Primary role is to conduct research of businesses within ASKIM universe, identifying new investment opportunities and tracking their performance at regular intervals. |
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| Professional Background: |
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Amol has worked as an Audit executive with M/s. S R Batliboi & CO. (Ernst & Young).
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| Educational Background: |
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Amol is a qualified Chartered Accountant and a Commerce graduate from H R College, Mumbai. He is currently pursuing CFA International. |
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| Monik Sameer Koticha | | - | | Research Analyst |
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| Role: |
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To research new ideas and track the performance of specific sectors at regular intervals. Apart from bottom-up research ideation, Monik assists the portfolio managers in making decisions in buying and selling ideas and constructing the portfolios. |
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| Professional Record: |
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Monik has spent 6 years with ASK Group in the Research department. He has had working experience in the Auto, Auto Ancillary, Metals, Cement and IT sectors. He primary tracks the infrastructure space at ASK IM and is closely involved in the management of Lighthouse infrastructure strategy.
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| Educational Background: |
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Monik has completed his Bachelors in Management Studies with distinction and PGDBM in applied Finance from IIM Calcutta. He is currently pursuing the CFA (AIMR) and as well as M.Sc. in International Management from London School of Economics. Apart from Financial degrees, he is a postgraduate diploma in Indian Art and Aesthetics . |
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| Sudhir Kedia | | - | | Research Analyst |
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| Role: |
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Primary role is to conduct research of businesses within ASKIM universe, identifyiing new investment opportunities and tracking their performance at regular intervals.
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| Professional Record: |
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Sudhir has started his career with ASKIM and has worked across various sectors since February 2006. |
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| Educational Background: |
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| Sudhir is a qualified Chartered Accountant (ICAI), Cost and Works Accountant (ICWAI) and a Commerce graduate from St. Xavier's College, Kolkata. He has also completed a post graduate program in E-Business (equivalent to MBA) with specialization in Finance. |
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| Anuja Sangai | | - | | Research Associate |
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| Role: |
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Primary research of businesses within ASKIM universe, tracking their performance at regular intervals and assisting portfolio managers in their stock selection and portfolio construction process. Also, tracks the global holdings and generation of screens from the investment database based on filters.
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| Educational Background: |
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| Anuja is a CFA from ICFAI (Tripura) and holds a Masters in Commmerce from Mumbai University. She also holds a PGDBA in Finance from Symbiosis Institute of Management Studies. |
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| Darshit Sheth | | - | | Research Associate |
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| Role: |
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Primary role is to conduct research of businesses within ASKIM universe, assisting portfolio managers in identifying new investment opportunities and tracking their performance at regular intervals.
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| Professional Record: |
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Darshit has started his career with ASKIM since June 2009. |
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| Educational Background: |
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| Darshit holds a MMS from Mumbai University and Bachelors in Engineering from Mumbai University. He is currently pursuing CFA. |
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| Kinnari Shah | | - | | Research Associate |
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| Role: |
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To identify and consistently track the performance of businesses within ASKIM universe at regular intervals, recommend ideas to the fund managers and assist the portfolio managers in their decision making process. Primary area of research is the media sector.
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| Educational Background: |
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| Kinnari has completed her bachelors in Management Studies with distinction from Jai Hind College. |
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