Let’s start with your personal story
I am a boy from Mumbai and was born and raised in a joint family of businessmen. I have a Masters degree in Commerce and am a chartered accountant. Furthermore, I am a CFA charter holder at the US CFA Institute.
How did you do this job?
I have been working in the bond industry for about 21 years. All of my previous roles have had the opportunity to learn from experienced colleagues, talented subordinates and enthusiastic peers.
This is a small industry where most experts in the investment segment know each other. I think I was lucky enough to be in the right place at the right time and to acquire my current role as Senior Fund Manager for Baroda BNP Paribas Mutual Fund.
Prior to this, I was associated with the JM Financial Mutual Fund as a senior fund manager and credit analyst. Before that, I was part of the Principal Mutual Fund, where I had the longest stint. He also works as a structured financial analyst for Crisil and ICICI Banks.
Which funds do you currently manage?
I have been entrusted with a diverse combination of funds that stimulated my interests and strengthened my professional profile. On the period side, we manage gold leaf and dynamic bond funds. At the short edge of the curve there are ultra-short and low-term funds. In the mid-tenol segment, there are short-term and corporate bond funds. I also manage credit risk funds through credit play.
In terms of hybrids, it manages balanced advantages, conservative hybrids, offensive hybrids, equity savings and retirement funds. Additionally, I handle fund schemes for funds, multi-asset funds, and passive offerings such as Nifty SDL and Gold ETFs.
What is your investment philosophy and how do you explain your investment strategy?
My investment philosophy combines a top-down macro approach with core taxi strategies. We closely track macroeconomic indicators and determine the appropriate duration profile for each mutual fund scheme based on the assessment. This framework aims to build a core portfolio and generate alpha through tactical allocations. Overall, our mission is to prioritize safety and liquidity while consistently seeking the Alpha generation.
What gives you a kick while you manage other people’s money?
The real kick is being entrusted with responsibility for managing someone else’s hard-earned savings. That trust itself is a powerful driving force.
(Disclaimer: recommendations, suggestions, opinions and opinions given by experts are unique. These do not represent views of the economic era.)
