Fund Managers
Discover all of the fund managers
Harsh Gupta
CFA ,Fund Manager PMS
Heena P. Shah
Heena Shah's proficiency in financial services is underscored by her adept management of third-party funds and successful facilitation of IPO fundraising campaigns. Her experience as a Senior Manager at Shreni Shares Ltd, Mumbai, showcased her leadership in overseeing third-party funds, demonstrating strategic acumen in optimizing investment opportunities while ensuring compliance with regulatory requirements. Heena's track record includes orchestrating successful IPO fundraising endeavours, leveraging her comprehensive understanding of market dynamics and investor sentiment. Her expertise in conducting thorough financial analyses, ensuring accurate valuations, and meticulous review of investor statements, all of which contribute to her reputation for upholding the highest standards of quality and compliance in financial operations. Moreover, Heena's expertise spanned operational workings across equity, debt, and SME segments, where she conducted in-depth research and analysis. She delved into the intricacies of trading system APIs and drafted comprehensive reports on the capital markets. Additionally, Heena played a key role in developing operational frameworks for investment and finance-treasury segments, showcasing her multifaceted skill set in financial services. She has cleared NISM XIX -E Alternative Investment Fund Managers.-Category III
Hemant Desai
Mr. Hemant Desai is the Promoter and Chairman of Concept Investwell Pvt. Ltd. Academically, he is a graduate in Economics and a post-graduate in Business Management with the specialization in Finance. These qualifications are combined well with rich experience of roughly 50 years in Banking, Management Consultancy, Real Estate and Investment Services (25 years in Capital Markets Services).
HemantKumar Ishwarlal Desai
Mr. Hemant Desai is the Promoter and Chairman of Concept Investwell Pvt. Ltd. Academically, he is a graduate in Economics and a post-graduate in Business Management with the specialization in Finance. These qualifications are combined well with rich experience of roughly 50 years in Banking, Management Consultancy, Real Estate and Investment Services (25 years in Capital Markets Services).
Himanshi Upadhyay
Mr.Himanshu Upadhyay is the PMS Portfolio Manager at DHFL Pramerica Asset Managers Private Ltd. He is the portfolio manager for DHFL Pramerica PMS Phoenix Strategy. Himanshu is a B.Tech for NIT Hamirpur and PGDM (IIM Kozhikode). In his career spanning 11 years, Himanshu has extensive experience in Equity markets. His previous assignments have been with M3 Investment Managers Pvt. Ltd. and Max New York Life Insurance.
Hiren Ved
Hiren Ved, an equity market veteran, serves as the Whole-Time Director and CIO at Alchemy Capital Management where he has been leading the firm’s Asset Management business. With over 30 years of experience in the Indian equities market, Hiren has developed a sustainable long-term investment philosophy based on fundamental research. He is known for his deep sector knowledge, bottom-up research skills and stock picking abilities. Hiren manages and advises funds over USD 931 million (as on June 30, 2023) across domestic PMS and offshore institutional mandates for Alchemy Capital. He holds a graduate degree in Accounting from Mumbai University and a post-graduation in Management & Cost Accounting from The Institute of Cost Accountants of India.
Hitesh Savanth
With over 12 years of extensive experience in portfolio management and wealth advisory, Mr. Hitesh Savanth is a seasoned Fund Manager with expertise spanning both public equities and private investments. He has worked closely with Family Offices and Ultra High-Net-Worth Individuals (UHNIs), offering bespoke investment strategies across Indian and global markets.His approach centers around delivering consistent, risk-adjusted returns, emphasizing diversification across asset classes to optimize long-term performance.Mr. Savanth holds a B. Com (Hons.) from Sri Sathya Sai University and is a Chartered Financial Analyst (CFA), certified by the CFA Institute. His diverse experience has made him a trusted advisor in both traditional and alternative investment landscapes.
Hitesh Zaveri
Hitesh is the Head – Listed Equity Alternatives. He is responsible for managing the PMS portfolio along with relevant CAT-3 AIF strategies. With over 25 years of experience in portfolio management, investment banking and equity research, he is a veteran of the industry. Over his long career, Hitesh has worked with Edelweiss Capital as Senior VP & Head (Strategic Think Tank) and at Enam Asset Management as Executive Director & Portfolio Manager. In addition to managing money for few of the largest sovereign wealth funds, he also executed a number of transactions in M&A, IPO and projects that involved Restructuring and Delisting processes in his past roles. Prior to joining Axis AMC, he served as Head of Investments in Portfolio Management Services at Aditya Birla Mutual Fund. Qualification:- MBA from Mumbai University, Investment Management Program, General Management Program, and the Advanced Management Program from Harvard Business School and Executive Development Program from The Wharton School.
