Fund Manager
ICICI SECURITIES
Total years of experience :20 years, 8 Months
* Lead the portfolio management services (PMS) business by conceptualizing and defining
differentiated products (DPMS & NDPMS) report to the Principal Officer and the Board.
* Steered the successful launch of India’s first multifactor PMS “I-Sec Active Index Portfolio” (a
Smart Beta product) and built up with AUM of over $20M in 10 months based on multi-manager
PMS strategies with multi cap orientation.
* Currently ideating ESG and Factor and Shariah products on the PMS platform. Spearheading the
branding and launch of discretionary and non-discretionary products.
* Designed and implemented successful investment strategies for Indian equities, bonds and
commodities.
* Handled day-to-day fund management activity, providing market commentary, creating sales and
marketing initiatives, maintaining key relationships.
* Ideated and pitched products to Family Offices, Treasuries & Ultra-HNIs, ICs, RMs and Sales Team.
Led the hiring and pitching of 3rd Party PMS and AIF products to the sales team and customers
* Directed investment committee with domestic and global macro with tactical and structural
trades.
* Led operations on global and domestic macros, equity derivatives research, currency research and fixed income.
* Conceptualized and launched fortnightly “Trending Insights” report capturing ongoing global themes and their impact.
* Developed a model to assess Risk on - Risk off sentiment for all three key assets classes - currency, bonds and equities.
* Collaborated with sales traders to generate new index/stock ideas and managed volatility of index/stock movements.
* Devised recommendations and achieved 75% success rate for derivatives business through products such as Alpha Trades, Quant Picks, Pairs, Futures and Options Strategies, Arbitrage and Corporate Action.
* Drafted special currency research reports like G-Sec spread, Ted Spread, European Bond auction & Yield curve analysis.
* Developed reports and recommendations to buy or sell currency pairs based on global liquidity flows, FX Swap, REER, FX Volatility, FX Reserves status, NDF and CFTC data with special focus on Indian Rupee.
* Served as investment counselor for wealth management for Ultra HNI clients.
* Led quantitative and thematic research and developed quant models using concepts of portfolio
optimization, efficient market hypothesis and Monte Carlo simulation for positional calls on
NIFTY & Stocks.
* Predicted direction of liquidity fund flow via QEs, central bank actions, interest rates movements,
FX swaps, USD scarcity.
* Led the design and marketing of “F&O @ Fingertips”, the derivatives page on icicidirect.com.
* Ranked among top 5% faculty for programs hosted by ICICI Securities and represented ICICI
Securities on media channels
early career in icici securities
courses: NISM-Series-XV: Research Analyst Certification Examination
courses: Capital Markets (Dealers), AMFI Mutual Fund (Advisors), Securities Market (Basic), NSDL & Derivatives (core) module, IRDA, NSE’s Certification in Financial Markets & IRDA
Master in corporate laws
Bachelor in commerce
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