Experience

ENAM ASSET MANAGEMENT COMPANY PRIVATE LIMITED

• India
• Investment Management
• 1 - 100 Employee

• Group Chief Executive Officer

  • Oct 2020 - Present

  Mumbai, Maharashtra, India Enam Asset Management Company Private Limited (ENAM AMC) has a reputation of trust and leadership in the industry. As a result, our clientele includes some of the world’s most prestigious institutions, UHNIs, HNIs, Indian Corporates, NRIs, global family offices, and global institutional investors including Sovereign Wealth Funds and Pension Funds Throughout our journey, we have successfully employed a two-pronged approach to asset management: World-class research combined with… Show more Enam Asset Management Company Private Limited (ENAM AMC) has a reputation of trust and leadership in the industry. As a result, our clientele includes some of the world’s most prestigious institutions, UHNIs, HNIs, Indian Corporates, NRIs, global family offices, and global institutional investors including Sovereign Wealth Funds and Pension Funds Throughout our journey, we have successfully employed a two-pronged approach to asset management: World-class research combined with knowledge-based portfolio management. This approach has helped us establish Enam AMC as the premier choice for long-term wealth creation for our clients in the Indian capital markets Our focus of “one geography, one asset class, one strategy” has served our customers well. Our portfolio managers see themselves as trustees of the clients’ assets and apply our rich expertise towards generating the best possible returns. We customize every client’s portfolio based on their individual needs and preferences leading to high customer satisfaction and loyalty Our total asset under management is over US$ 3 bn. As a specialist firm known for its pedigree in equity management, a high degree of portfolio customization and focus on India-listed equities, we are a trusted source of financial advice and management Show less



Pi Square Investments

• Investment Management
• 1 - 100 Employee

• Partner

  • May 2014 - Sep 2020

  Mumbai Area, India Asset advisory services to a select global UHNI & family offices where emphasis is on listed India and US equities • Co-founded the investment philosophy, process, value proposition for our different strategies • Developed a “Portfolio MIS” which involved detailed understanding of the company fundamentals and later enabled to monitor via proprietary ranking methodology to enhance risk adjusted returns of the Portfolio • Designer of a “Quantamental Portfolio” wherein the proposition… Show more Asset advisory services to a select global UHNI & family offices where emphasis is on listed India and US equities • Co-founded the investment philosophy, process, value proposition for our different strategies • Developed a “Portfolio MIS” which involved detailed understanding of the company fundamentals and later enabled to monitor via proprietary ranking methodology to enhance risk adjusted returns of the Portfolio • Designer of a “Quantamental Portfolio” wherein the proposition was to outperform the underlying benchmark over 3 years with lower risk and minimal churn • Formulated the risk management, compliance, and corporate governance framework • Led business development, built team, environment that facilitates holistic customer centric solutions which involved timely performance reports and proactive engagement with all stakeholders to develop long term trusted relationships Show less



ENAM ASSET MANAGEMENT COMPANY PRIVATE LMITED

• India
• Investment Management
• 1 - 100 Employee

• Vice President

  • Aug 2010 - May 2014

  Mumbai Area, India • Actively servicing assets of over $150 million for select UHNI families with a strong focus on equity asset class • Presenting bespoke customer service to select UHNI families with assets over $300 million by providing timely performance reporting that includes investment rationale of stocks in the portfolio • Developed and implemented client servicing standards, presentations and marketing collateral by ensuring adherence to proficient use of tools and processes • Actively monitor… Show more • Actively servicing assets of over $150 million for select UHNI families with a strong focus on equity asset class • Presenting bespoke customer service to select UHNI families with assets over $300 million by providing timely performance reporting that includes investment rationale of stocks in the portfolio • Developed and implemented client servicing standards, presentations and marketing collateral by ensuring adherence to proficient use of tools and processes • Actively monitor successful creation of models to analyze active portfolio management, risk management and various performance metrics versus benchmark indices and peer companies • Instrumental for creating performance measurement tools that involve comprehensive equity analysis • Assessing business scenarios, developing policies & procedures, devising operational framework to enhance business operations & facilitate change • Apply qualitative and quantitative research to garner strong understanding of the “Onshore and Offshore Wealth Management Competitive Landscape”, their product and service offerings Show less



Wealth Management

• United States
• Financial Services

• Independent Advisor

  • Jan 2009 - Aug 2010

  Mumbai Area, India • Developed prospect pipeline, identified their needs and current arrangements • Analysed value proposition and performance of wealth managers in India • Evaluated pricing of products and expenses in wealth management, including performance fees and embedded costs • Scanned investment landscape across asset classes including equities, fixed income/structured derivatives, money market, real estate, private equity, and term/health insurance • Compared Offshore India funds for US… Show more • Developed prospect pipeline, identified their needs and current arrangements • Analysed value proposition and performance of wealth managers in India • Evaluated pricing of products and expenses in wealth management, including performance fees and embedded costs • Scanned investment landscape across asset classes including equities, fixed income/structured derivatives, money market, real estate, private equity, and term/health insurance • Compared Offshore India funds for US investors • Understood tax considerations impacting wealth structures and investment decisions drivers • Abreast on regulatory environment and guidelines • Competitive Intelligence Consultant to a leading AMC wherein actively involved in development of best practices and processes Show less



Bank of America - Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Sr. Premier Wealth Manager

  • Oct 2001 - Aug 2008

  New Jersey, USA • Advised HNI families including business owners, corporate executives and second-generation heirs while worked with their financial, tax and legal advisors and in-house product specialists • Acquired new clients through internal cross-sell, client referrals, industry associations and corporate relationships • Analysed clients requirements through liability/cash flow analysis, risk profiling, life stage understanding and family context • Identified financial objectives, design wealth… Show more • Advised HNI families including business owners, corporate executives and second-generation heirs while worked with their financial, tax and legal advisors and in-house product specialists • Acquired new clients through internal cross-sell, client referrals, industry associations and corporate relationships • Analysed clients requirements through liability/cash flow analysis, risk profiling, life stage understanding and family context • Identified financial objectives, design wealth structures and developed implementation plans for growth, preservation, transfer, depletion and philanthropy • Monitored portfolio performance vs. agreed benchmarks and conducted on-going reviews with clients • Developed succession and estate plans to achieve generational transfer, philanthropic and business continuity objectives • Redesigned business processes and monitored metrics to client needs analysis, cash flow planning, improve client stickiness, product communication, cross-sell, advisor productivity / efficiency and reduce errors • Established sound working partnerships with internal team of advisors, product specialists and service managers. Achievements • Recipient of Spirit Award of Excellence from Brian Moynihan for consistent, top-ranked performance advisor. • Nominated to elite training programmes Show less



Sunag Corporation

• United Kingdom
• Wholesale

• Account Executive

  • Jun 1999 - Oct 2001

  New Jersey, India Sunag provides tender/procurement services to US and European corporations supplying consumables and other products to large Indian corporations. • Monitored announcements of client requirements and liaised with manufacturers in US to source materials. • Managed team across India and US Major Clients: Fortune 100 Indian companies including RPL, ONGC, Bajaj Auto Limited, BHEL, Doordarshan India, TELCO, BEL, Jindal Steel, Airport Authority of India, and more.



Access Production House

• Partner

  • May 1994 - Mar 1999

  Mumbai Area, India • Organized events/promotions and provided end to end below the line advertising solutions • Worked with fortune 500 companies to coordinate major events to promote product lines and helped develop brand awareness. • Event Marketing Consultant to Contract Advertising, Mumbai, for all their brands from May 96 – Mar. 99 Major Clients: Ericsson, Philips, San Miguel, Visa, Hong Kong Bank, Knoll Pharmaceuticals, CMAI trade fair, Warner Lambert, British American Tobacco, British… Show more • Organized events/promotions and provided end to end below the line advertising solutions • Worked with fortune 500 companies to coordinate major events to promote product lines and helped develop brand awareness. • Event Marketing Consultant to Contract Advertising, Mumbai, for all their brands from May 96 – Mar. 99 Major Clients: Ericsson, Philips, San Miguel, Visa, Hong Kong Bank, Knoll Pharmaceuticals, CMAI trade fair, Warner Lambert, British American Tobacco, British Physics Laboratories, Brown Forman, The World Gold Council of India, and more. Show less