Devina Mehra is the Co-Founder and Head of Research at First Global. She holds a graduation degree in Mathematics, Statistics and English from Lucknow University.She completed her MBA in the year 1986 from the storied IIM, Ahmedabad. She is a gold medalist at both IIM, Ahmedabad and Lucknow University.
Prior Experience:Fund Manager at SBI MF & Principal AMC Equity Research at Artemis Advisors Tata Motors: Investor Relations & Strategic Finance Credit Suisse: India Auto and Telecom equipment sectors.Equity Research Analyst at Lloyds Securities Education: PGDM, B Com (Hons)
With ~27 years of financial services experience, Manoj Bahety currently serves as the fund manager of Carnelian Asset Management & Advisors. He is a distinguished financial professional known for his innovative approach to forensic research and portfolio management. Before co-founding Carnelian along with Vikas in 2019, Manoj held key roles at Edelweiss Securities, including Deputy Head of Institutional Equity Research, Head of Forensic Research, and Head of Thematic & Mid Cap Research. He is renowned for his non-consensus research approach and pioneering differentiated forensic research, famously known as "Analysis Beyond Consensus" (ABC Research). ABC Research has been instrumental in aiding global investors to make informed investment decisions based on accurate data rather than reported figures, thereby helping them "avoid pitfalls"—a core virtue of Carnelian. In addition to his professional accomplishments, Manoj has actively contributed to the CFA Institute, serving on several committees, including as Chairperson of the India Advocacy Committee and as a member of the Global Capital Markets Policy Council (CDPC) based in the USA.
The founder, Dhiren Shah, started as a sub-broker in the Equity Market. After fourteen years of successful operations in all areas of the Capital Market, Moneybee Securities Private Limited buzzed out.Moneybee is an emerging Investment Advisory company managing assets for its corporate and private clients worldwide.
Dinshaw Irani is the Chief Investment Officer of Helios India. Prior to this, he was Executive Director at Artemis Advisors (exclusive research advisors to Helios Singapore) for over 14 years. As the head of Artemis Advisors, Dinshaw led the research process, from industry outlook and idea generation to final recommendation. Prior to joining Artemis in 2005, he was the Principal Portfolio Manager at Sharekhan during 2003-04, setting up their portfolio management services division. Prior to his stint at Sharekhan, Dinshaw was Vice President in the Asian Emerging Markets team for Alliance Capital in Mumbai for over 3 years covering the consumer and pharmaceutical sectors. Before Alliance, Dinshaw has worked at Sun F&C Mutual Fund and at Lloyd Securities. Dinshaw enjoys traveling to new places where he can spend time outdoors on hiking trails and in nature parks. Dinshaw is a graduate in Commerce (Hons.) and holds a post-graduate diploma in Rural Management from the Institute of Rural Management, Anand. Dinshaw has total investing experience of 28 years.
Mr.Divam is a Member of The Institute of Chartered Accountants of India, MBA (PGDM Finance) from Indian School of Business Hyderabad, Masters in Business Finance (ICAI) and B Com (Honors) from Delhi University. He has worked for over 6 years as Financial Analyst with Banks including Kotak Mahindra Bank, Citibank, and IMGC. He has over 13 years of experience of investment management in stock markets.
Diwakar is the fund manager at Prudent Equity PMS division. He brings with him astute financial acumen and a track record of consistent equity returns. He is known for his strategic approach, market knowledge, risk asessment, and nimble decision making. He has a reputation for generating alpha.
Sundaram is the Executive Director and CIO – Public Markets at o3 Capital. He holds experience of over 27 years across public equities, fund management, in various formats including close & open-ended funds, family offices & portfolio management services. Prior to o3 Capital, he worked as CIO at Pramerica AMC, Portfolio Manager for the Family Office at M3 Investment Managers, Portfolio Manager at HDFC AMC, Head of Research & Fund Manager at Zurich AMC. Sundaram holds an MBA degree from IIM, Ahmedabad"
E. Prithvi Raj. The fund cherry picks the best businesses from across seven thematic funds that Unifi manages. The mandate is to participate in opportunities that arise from a mix of emergent themes, corporate actions and attractiveness of core fundamentals. The fund aims to thrive through market cycles and helps cutting down the investors switching cost and effort in migrating between different funds over time.
Ekta Mehta is a Portfolio Manager at Karma Capital Advisors. She has over 12 years of rich experience spread across multiple facets of investing and financial analysis. She is responsible for managing large cap funds along with coverage of companies in key sectors like Banking, Financials, Insurance, FMCG, Hotels, Hospitals and Oil & Gas. Prior to Karma Capital, Ekta was with MSCI and SGA and explored varied domains of Indexing and Investor Relations. Before that she was with B&K securities as a sell-side analyst covering the media sector and had a brief stint as Research Associate at Karma Capital. Ekta completed her MBA in Finance from N.L Dalmia Institute of Management studies and holds a CFA degree from ICFAI university.
Mr. Pandole graduated with Honors in Economics from Harvard College in 1992. He gained an MBA in Finance from The Wharton School in 1995. He is a former Junior National Squash Champion on multiple occasions and has represented India.Mr. Pandole was Vice-President and member of the core investment team at Alliance Capital Mutual Fund between 1995–2000, responsible for managing $250mn, including FII and MF assets. He also assumed an Asian Coverage Research role and provided investment inputs into Alliance-DLJ, a $100mn Private Equity Fund at the time.Mr. Pandole moved to the sell-side, from 2000-09 at Citigroup Global Markets, where he was Head of Indian Equity Distribution. Thereafter, Mr. Pandole was Director, Equity Sales at Bank of America-Merrill Lynch until 2013.Most recently he was an Equity Portfolio Manager at HDFC Life, generating substantial outperformance over benchmark.