Fund Managers
Discover all of the fund managersInvestment Committee.
The process is the fund manager Revolutionizing fund management Moving away from people towards process Team first to client first – prioritizing our fiduciary duty of staying true to the clients' needs A team of highly motivated and skilled research analyst drive ideation Also, ensures ownership of the idea and constant monitoring Staying ahead of the curve Two step approval process – Research team & Investment Committee ensures robustness Democratic process ensures healthy debate and disagreement We don’t get married to our calls Future talent grooming Keeping the well-oiled machine going
Ishan Daga
Mr. Ishan Daga brings over 19 years of experience in financial research and fund management. A Chancellor and Gold Medallist in M.Com and PGDM – Finance, he has held senior roles across reputed institutions. Recognised as the top analyst by Bloomberg ANR for all stocks under coverage, he has also been nominated for the Zee Business and Thomson Reuters Analyst Awards, affirming his standing in India’s capital markets.
Ishan Thakkar
Mr. Ishan Thakkar is an astute professional with an MBA in Finance, and over 6 years of expertise in the dynamic equity market. Since joining Fort Capital in 2018, he has been instrumental in steering the pre-investment process and adroitly managing the active investments within our portfolio companies.
Janak Kotecha
A Chartered Accountant by qualification, he has a work experience of over two decades in the capital markets. His experience includes working with prestigious financial institutions such as Morgan Stanley and Alliance FinStock He has been a part of Prithvi Group since its inception in the year 2007 and now also manages the portfolio management service of the company
Jayant Mamania
He is a key personnel of the investment team. His stock picking ability makes Care PMS a distinct portfolio manager. He heads the investment team and has over 20 years of experience
Jigar Dinesh Shah
Mr. Jigar Dinesh Shah has 16+ years’ experience with Negen Capital Services Private Limited in Capital Markets Investing, Research in Equities, Business Development, Risk Management, Risk Profiling of Clients & Client Communications.Qualifications –Graduate in commerce (B.Com.) from Mumbai University, PGDBA in Finance from Welingkar Institute of Management Development ,NISM Certified Investment Adviser Level I and Level II
JOSE C ABRAHAM
Our Founder and CIO, Jose C Abraham, has been a seasoned investor since 1985. Mr. Jose, an MBA from Cochin University of Science and Technology, boasts extensive experience in banking, foreign exchange, and capital markets. With a firm belief in the power of integrity and trust, he has built Fortune over the past 2 decades. This will also be the guiding philosophy of our Portfolio Management Service (PMS).
Jyotivardhan Jaipuria
Prior to founding Valentis, Jyoti worked for 21 years as Head of Research and strategist for India at Bank of America Merrill Lynch. He helped build the research team as the leading research provider in India as well as one of the top institutional brokers in the country. As a strategist, he was rated amongst the top strategists in India by leading institutional investors in India.Jyoti has also served as a member of the Board of Directors of DSP Merrill Lynch, the Asia Pacific Research Executive Committee and Operating Committee, the India Country Leadership Team (CLT) and other management committees. Prior to DSP Merrill Lynch, Jyoti had worked in ICICI in the Project Financing Departmernt. Jyoti graduated in Commerce (B.Com) from Sydenham College and has an MBA from the Indian Institute of Management, Ahmedabad.
Karan
Karan, CFA, is the Co-founder, Chief Investment Officer, and Portfolio Manager at Elever, with over 15 years of experience in equity and fixed-income product development. At Indxx Capital, he introduced and managed investment strategies exceeding USD 5 billion, catering to AMCs, ETF sponsors, hedge funds, and pension funds. Leveraging deep expertise in factor investing and quantitative research, Karan has created a suite of ETF and equity portfolios at Elever designed to outperform market benchmarks across cycles. A CFA charter holder and alum of MDI Gurgaon, he specializes in delivering innovative solutions that drive superior investment outcomes.
