Vice President- Asset Management, Rumi Investment Limited
Rumi Investments (DIFC) Limited
مجموع سنوات الخبرة :10 years, 2 أشهر
Follows a Tactical Asset Allocation Strategy in managing our multi asset portfolio by constantly adjusting the asset mix to take advantage of market pricing anomalies or strong market sectors, keeping in mind our target returns, risk tolerance and investment time horizon. The total portfolio value managed by me is around USD 500M. Reporting to the CEO.
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Scanning across global markets across various asset classes to identify investment opportunities. Key focus areas are Fixed Income(corporate bonds), Equities, Structured Products(Express Certificates, Callable Yield Notes, Barrier Reverse Convertible, Sharkfin Notes), Mutual Funds and Private Equity as Fund of Funds.
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Performing credit analysis of existing and potential portfolio investments covering all aspects of the security, issuer (cash- flows, ratings etc.) and macro factors (country, enforcement risks, trends, etc.)
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Prepare and present detailed Investment Notes and present to the investment committee to support the rationale.
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Preparation of investment performance reports and sharing it with clients on quarterly basis.
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Inform and advise various levels of management and stakeholders.
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Conducting meetings with investment advisors and fund managers to discuss market trends and investment opportunities.
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Facilitating idea-sharing sessions, resulting in the implementation of new investment strategies that improved client portfolios.
I was managing a globally diversified multi asset fund.
HDFC Securities Ltd is one of the leading stock broking companies in India and a subsidiary of HDFC Bank- a renowned private sector bank. As a stock broking company, HDFC Securities has completed 10 years of operation serving a diverse customer base of retail and institutional investors.
Doha Brokerage and Financial Services, associate of Doha Bank
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