Ramesh T.R., CFA, ACA

Family office of one of the largest family business groups in Oman. Responsible for managing the private wealth of the family, investing across various asset classes globally.

July 2012 - April 2013
Investment Adviser - Middle East Investment LLC, Oman

The company is a family investment office of one of the largest business groups in Oman.

The position reported to the Director (Investments) of the family and lead the investment
team to: - Manage
o Listed equities portfolio comprising local, GCC and global equities
o Global fixed income portfolio
o Global Funds and Hedge Funds
o Private Equity investments
- Evaluate and recommend direct/strategic investment opportunities
- Monitor and report on the Group's strategic investments in diverse sectors like pharma, building materials, insurance etc.

Deals evaluated include strategic holdings in financial services companies, gas distribution
network, education, media, healthcare and manufacturing.

July 2010 - November 2011
Chief Investment Officer - Finance House PJSC, Abu Dhabi, UAE

The position reported to the Chairman of the company with primary responsibility over the
Investment Department and additional responsibilities over Securities services department and subsidiary companies offering investment services.

Primary job included full responsibility over the proprietary investments team covering Private
Equity, Listed equities and Fixed income investments.

- Active private equity portfolio covering multiple sectors


o Small and Medium enterprises covering multiple sectors including IT Services,
Healthcare, Hospitality, Education, Pharmaceuticals

o Active monitoring of the portfolios for investment / divestment decisions,
continuous management monitoring of private equity investments, active
scouting for new private equity investments and divestments

o Deals evaluated include Pharma distribution business, School, Financial Portal, IT
Services, Middle East distributorship for a premium car brand, Three Star Hotel,
E-Payment Gateway

o Major assignments: * Evaluation and Due Diligence on 2 hospital projects and Deal Closure for a Hospital project
* Initiated divestment process for IT services company

- Active management of the listed equity portfolio covering UAE listed equities

- Fixed Income - Set up credit facilities for a fixed income portfolio and implemented a
GCC fixed income portfolio achieving double digit returns

Additional responsibilities:
- As SEO, in charge of DFSA licensed Investment Banking subsidiary involved in * Corporate Advisory services
* Investment Advisory services

- Securities services department / subsidiaries
* Equity Brokerage
* Registrar Services
* Custody Services

Joined the company at its inception and was a core team member involved in setting up the Back Office systems and rolling out Trading, Equity Research, Investment Management and Corporate Advisory business by leading each of the departments.

Commenced the career with the company as an Equity Trader, and progressed through various departments to become the Executive Vice President.

Actively involved in the capital restructuring of the company, valuation of the company and two stage capital increase of the company at a premium from GCC investors

March '95 to May '98
Assistant Vice President (Operations) - Concert Capital Limited, Mumbai

Concert Capital Ltd was a leading leasing, hire purchase and securities brokerage company
based in Kerala. Joined the company at its Mumbai office with responsibility to expand its
leasing and hire purchase business to the Western Region and set up its National Stock
Exchange Debt Market operations in Mumbai.

Apr. '92 to Mar '95
Chief Accountant - BOI Asset Management Co. Limited, Mumbai

BOI Asset Management Co. Ltd was the asset manager for Bank of India Mutual Fund. The
Fund had AUM in excess of USD 250 million. Joined the fund as a Consultant for setting up its
back office and accounts system and was later appointed the Chief Accountant of the Fund,
responsible for the entire back office and accounts of the Fund.

Jan '89 to Mar '92
Investment Officer - R.J.Kampani & Co., Chartered Accountants, Mumbai

Responsible for overseeing the investments of family members and monitoring of Badla
system of investments (carry forward transactions) in the Mumbai Stock Exchange.

July '85 to Jun '88
Article Clerk - T. Velupillai & Co. Chartered Accountants, Quilon

Article-ship mandatory for completing the Chartered Accountant examination. Exposure to audit of large companies like BPL India Ltd, BPL Sanyo Systems Ltd.