Meet the Team

Mr. Bharat Shah, is an Executive Director of our Company. He holds a bachelor’s degree in commerce from the University of Bombay and a post-graduate diploma in management from the Indian Institute of Management, Calcutta. He is also a member of the Institute of Chartered Accountants of India and a member of the Institute of Cost and Works Accountants of India. He has been on the Board since 2008. He has over 24 years of experience in the field of investment management and has previously worked at Birla Capital International AMC Limited and Asian Paints (India) Limited.

 

Mr. Prateek Agrawal, is the business head and chief investment officer of our Company and was appointed with effect from April 4, 2011. He holds a bachelor’s degree in engineering from Regional Engineering College, Rourkela, Sambalpur University and a postgraduate diploma in management from the Xavier Institute of Management, Bhubaneshwar. He has several years of experience relating to finance and equity management and was previously working as the vice president and head of research at SBI Capital Markets Limited. He has also worked with Bharti AXA Investment Managers Private Limited and ABN AMRO Bank Asset Management (India) Limited.

 

Mr. Mehta heads the Business Development for Equity PMS and Real Estate Funds in domestic markets, and is also responsible for offshore sales through the distribution network. He is a Commerce Graduate, MBA, and Certified Financial Planner (CFP) who has over 20 years of experience in industries ranging from NBFC, Equities, Asset Management & Financial Services. He has worked with Motilal Oswal AMC, GE Money, and Godrej Appliances and has authored the book, 'Sales Booster'.