Managing the ASsets

Ajit Dayal
Founder and Member – Portfolio Team

Ajit has over 35 years of experience in asset management and financial research and analysis. He founded Quantum Advisors Private Limited in 1990, an India-based SEBI registered Portfolio Manager, a SEC-registered Investment Adviser, and as a "restricted portfolio manager" in the Canadian provinces of British Columbia, Ontario and Quebec, Mr. Dayal has worked with leading US and UK financial advisory and asset management firms either as a key member of the executive management team or through the Investment Advisor as a joint venture partner. Full bio >

I.V. Subramaniam “Subbu” (1996)
Managing Director, CEO & CIO

I.V. Subramaniam “Subbu” has over 25 years of experience in the investment management and financial services industry. Since June 2000, Subbu has managed India-dedicated portfolios for Indian clients and since 2005, he has managed India-dedicated portfolios for international clients. Subbu received his Bachelor’s degree in commerce from Osmania University in 1983 and his Law degree from Osmania University in 1986. He is a CFA Charterholder.

Atul Kumar (2005)
Head, Equity Funds (QAMC)

Atul Kumar has 17 years of experience in the Indian capital markets as an Analyst and Portfolio Manager. In addition to being Quantum’s primary analyst for financials and power utilities, Atul manages portfolios for the domestic mutual fund of QAMC. Prior to joining Quantum, Atul worked for Sahara AMC as a research analyst. Atul received his Bachelor’s Degree in Commerce from Delhi University in 1997 and his Post Graduate Diploma in Business Management from ICFAI Business School, Hyderabad in 1999. He has cleared Level III of CFA conducted by CFA Institute, USA.

Janish Shah (2007)
Head, Equity Investments

Janish Shah has 23 years of experience in the Indian capital markets as an Analyst, Head of Research and Portfolio Manager. In addition to being Quantum’s primary analyst for oil & gas, consumer durable and textiles, Janish manages portfolios for domestic high net worth clients and assists on portfolios for international clients. Prior to joining Quantum, Janish worked as a Head of Research at Networth Stock Broking Ltd. Janish received his Bachelor’s degree in Commerce from Mumbai University in 1993 and Masters degree in Investment Management from Alagappa University in 2010.

Nilesh Shetty (2009)
Fund Manager, Equity (QAMC)

Nilesh Shetty has 16 years of experience in the Indian capital markets as an Analyst and Senior Research Manager. In addition to being Quantum’s primary analyst for capital goods and aviation, Nilesh assists on portfolios for the domestic mutual fund of Quantum AMC. Prior to joining Quantum, Nilesh worked for 2 years at Edelweiss Capital as an analyst. Nilesh received his Masters in Management Studies from Mumbai University in 2003 and is a CFA Charterholder and a Chartered Global Management Accountant having completed CIMA (UK).

Arvind Chari (2004)
Head of Fixed Income and Alternative Investments

Arvind has over 17 years of experience in tracking the Indian and global economy and as a dealer, analyst and portfolio manager in the Indian fixed income markets. Arvind joined Quantum as a Research Analyst in 2004 to build the fixed income and macroeconomic research function and to help develop fixed income products for Quantum Mutual Fund. In 2010, Arvind helped launch amongst the first open-ended India bond funds for foreign investors. Prior to joining Quantum, Arvind gained two years’ experience at Tower Capital and KJMC Capital Markets as a dealer in the Indian government bond markets. Arvind holds a master’s degree in Commerce and a master’s degree in Management Studies from Mumbai University.

Chirag Mehta (2006)
Sr. Fund Manager (QAMC)

Chirag Mehta has more than 15 years of experience in managing commodities. He also specializes in the field of alternative investment strategies. He joined the Quantum group in 2006 after gaining hands on experience in the physical commodities market during internship and continued association with Kotak & Co. Ltd and working on projects for the Federation of Indian Commodities Exchanges.  He currently manages five funds largely in the field of alternative investments that includes both the Quantum Gold Fund, a Multi Asset Fund of Funds and an Equity Fund of Funds and the ESG fund. He was ranked as the 4th best Fund Manager in the world under the age of 40 by Citywire in 2017. Chirag is a qualified CAIA (Chartered Alternative Investment Analyst), and has also completed his Masters in Management Studies in Finance.

Ashwin Ramesh (2001)
Founder & Chief Investment Officer, Primary Real Estate Advisors

Ashwin Ramesh has 25 years of experience investing in residential and commercial real estate – including the complete greenfield development of a 70-acre vacation home project near Bombay.

Karl Karkaria (2014)
Head – ESG Research

Karl Karkaria has 8 years of experience in the Indian capital markets. He joined Quantum Advisors in 2014 and was initially responsible for conducting thematic research. In his current role, he heads the Environmental, Social and Governance (ESG) research efforts and is responsible in developing Quantum’s proprietary ESG rating methodology. Prior to joining Quantum, Karl worked for Adventity Global Services (later acquired by Sutherland) as a research analyst. Karl received his Bachelor’s Degree in Commerce from Mumbai University in 2003 and his Post Graduate Diploma in Business Management from ICFAI Business School, Hyderabad in 2006. He has cleared Level-III of the CFA Program. 

Natraj Sankaranarayanan (2010)
Portfolio Manager

Natraj has 20 years of experience in the Indian and Middle East capital markets. He was the Portfolio Manager & Head of Emerging Market Research at Quantum Advisors and has moved over to the ESG Investment team.  Prior to joining Quantum, Natraj worked for 3 years at National Investment Funds Company, Oman. At NIFCO, he assisted the Portfolio Manager in managing a long-only close-ended fund investing in GCC countries. Prior to NIFCO, Natraj started his career at Quantum Information Services Limited (independent equity research,   affiliate of Quantum). Natraj received his Post Graduate Diploma in Business Management from Mumbai University in 2000.

Sorbh Gupta 
Fund Manager – Equity (2010)

Sorbh Gupta more than 14 years of experience in the Indian capital markets across equity research as well as managing funds; Sorbh brings with him a wealth of experience of having tracked varied sectors in his previous work assignments. Prior to joining Quantum, Sorbh was associated with Siddhesh Capital Private Ltd for three years. Qualified as a Chartered Accountant, Sorbh has also cleared all the three levels of  CFA program

BUILDING THE ORGANIZATION

Piyush Thakkar (2010)
Chief Operating Officer

Piyush Thakkar has over 20 years of experience across large and mid-sized Indian and Multinational organizations, of which 15 years have been in financial services industry. Prior to joining Quantum, Piyush worked for 3 years at Marsh India as an AVP - Finance. He received his Bachelor’s Degree in Commerce from Raipur University in 1996 and is a Chartered Accountant qualified from the Institute of Chartered Accountants of India.

Rajendra Thakkar (2009)
Head of Risk Control

Rajendra Thakkar has over 20 years of experience in Operations, Accounting, Auditing and Client Servicing. He has been appointed as Head- Risk Control of Quantum Advisors Pvt. Ltd. from February 2012 onwards to manage Risk function at an Enterprise level. Prior to joining Quantum, he has worked with Edelweiss Asset Management Ltd as Head - Operations. He received his Bachelor’s Degree in Commerce from Mumbai University in 1994 and is a Chartered Accountant qualified from the Institute of Chartered Accountants of India.

Jimmy A Patel (2010)
Managing Director, QAMC

A Chartered Accountant by profession, Jimmy Patel’s journey in the financial industry is now three decades old. With a rich experience of nearly 30 years and a "Stellar Performance Award" to his credit, Jimmy sets an exemplary example of excellence. Having served as a Director on the Board of AMFI and SEBI committees, he carries a deep understanding of the various facets and functioning of an Asset Management Company. Always an innovator, with a detailed understanding of compliance guidelines and regulatory requirements, Jimmy has played a key role in creating India’s first totally paperless online investment portal for QAMC. During his previous tenures, Jimmy has worked in various capacities in areas of operations, budgeting, controls & profit planning, corporate restructuring, sales and marketing, and compliance. Jimmy Patel is a Chevening Standard Chartered Financial Services Leadership Fellow having completed the Chevening Standard Chartered Financial Services Leadership Programme at Kings College, London.

Afrid Wadia (2013)
Head of Operations

Afrid Wadia has over 18 years of experience in financial services industry spanning Operations, Fund Administration, Quality & ISO, Client Servicing, Sales & Marketing, and Compliance, Prior to joining Quantum, Afrid worked with Wipro as Head of Operations. He received his Bachelor’s Degree in Commerce from Mumbai University in 1997 and Masters in Management Studies (MMS) from Mumbai University in 2000.  He began his career in Indian Capital Markets with the Bombay Stock Exchange.

Don Thadeuse (2005)
VP, Operations

Don has 15 years of experience in the Fund Administration of Offshore Funds and Separately Managed Accounts. Prior to joining Quantum, Don worked for 2 years at S&S Business Solutions. Don received his Masters in Business Administration from Madras University in 2003 and is currently undertaking his Level 3 ACCA professional qualification.

Tehsin Lakkadghat (2008)
VP Accounts & Finance

Tehsin Lakkadghat has over 15 years of Experience in the field of Corporate Accounting & Finance. Her previous work experience includes heading the Accounts Division of Trimax IT Infrastructure & Services Ltd where she was responsible for Accounts, Finance & Statutory Compliance. She received her Bachelor’ of Commerce from Mumbai University in 2002, is a Qualified Chartered Accountant from the Institute of Chartered Accountants of India and is a Qualified Certified Public Accountant (CPA) from the American Institute of Certified Public Accountants (AICPA).

Ketav Chaphekar (2019)
Senior Vice President – Compliance, Legal & Secretarial

Ketav is responsible for overseeing the Compliance, Legal & Secretarial function at Quantum Advisors and is the designated as Chief Compliance Officer. Ketav holds post-graduate degree in Commerce (with major in Accountancy) from University of Mumbai (1997), is an Associate member of the Institute of Company Secretaries of India and a Graduate of the Institute of Cost Accountants of India. Ketav has overall 19 years’ experience of which, 17 years related to the Investment Management industry. Prior to joining Quantum, he has worked with IDFC Asset Management and Franklin Templeton Investments (India).

REGISTERED OFFICE

6th Floor, Hoechst House, Nariman Point,
Mumbai-400 021, India.

Tel No : +91-22-6144 7900 / 22830322

Fax : 91-22-2285 4318

In case of any complaint: Mr. Piyush Thakkar, email – complaint@qasl.com

© 2020 Quantum Advisors Pvt Ltd.

Important Disclosure: Quantum Advisors provides a direct onboarding option to clients who wish to avail our services, without intermediation of persons engaged in distribution services.

 

SEBI-registered Portfolio Managers. Registration No. PM/INP 000000187, Securities and Exchange Board of India (Portfolio Managers) Regulation, 1993, CIN - U65990MH1990PTC055279

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