He started his career as an intern with JM Morgan Stanley in 2003. He has been a part of Parag
Parikh Financial Advisory Services Pvt. Ltd. since July
2004 in various capacities. At PPFAS Mutual Fund, apart from handling key client relationships, he
is also entrusted with the fulfilment of strategic
responsibilities.
Keeping with his father—late Mr. Parag Parikh's—investment philosophy, he believes in
value-investing and is a strong advocate of applying behavioural
finance fundamentals in investing.
He is an avid reader and a passionate golfer; he also plays several other sports for recreation.
Neil's academic excellence is reflected in his qualification from prestigious universities. He holds
a Masters in Business Administration from
IESE Business School, Spain and a BA in Economics from University of North Carolina at Chapel Hill.
He began his career in 1994 and joined PPFAS Limited (the sponsor of PPFAS AMC) in 2001. In 2003, he was appointed Fund Manager for the Portfolio Management Service titled Cognito,
managing a portfolio of around ₹300 crores. From 2007 to 2012, he served as the Chief Executive Officer of PPFAS Ltd.
He played a pivotal role in the incorporation of PPFAS Asset Management Pvt. Ltd. (Investment Manager to PPFAS Mutual Fund) and, in 2013, was instrumental in launching its flagship equity scheme—the
Parag Parikh Flexi Cap Fund. Today, it stands as one of the largest actively managed mutual fund scheme in India, with assets under management (AUM) exceeding ₹1 lakh crore, and continues to be managed by him.
Currently, he serves as Chief Investment Officer (CIO) – Equity and Director at PPFAS Asset Management Pvt. Ltd., overseeing five of the six schemes introduced under his stewardship since inception.
A firm believer in the principles of value investing, Rajeev draws deep inspiration from the philosophies of Warren Buffett and Charlie Munger.
His academic inclination is reflected in his diverse qualifications. Along with a Bachelor of Commerce degree from the University of Bombay, he
is a Chartered Accountant, Cost Accountant, and CFA Charterholder.
Thereafter, from 1994 to 2007 he served as the Group Director, Financial Services in the Aditya Birla
Group and set up the highly successful financial services business.
He has served on the Board of Directors and Committees of several reputed companies in different
industries as an Independent Director, Advisor. He also acts as an advisor to a large international
bank. He is associated with several international and domestic NGOs, Committees and Chambers in India
and a contributor of articles in various publications. Mr. Mitra has been India Correspondent for Asia
Asset Management, Hong Kong.
Prior to his appointment at PPFAS AMC, Mr. Mitra was also an Independent Director on the board of LIC
AMC, Bharti AXA AMC and L&T Mutual Fund Trustee.
At HSBC Bank India, she held the position of Head of Financial Planning & Analysis and Business
Finance, India where her key responsibilities were financial budgeting and analysing for all
businesses and HSBC entities in India and enabling reviewing and decisioning by HSBC India Executive
Committee on strategic matters.
At HSCI, she initially held the position of Financial Controller/ Chief Operating Officer and later
became the Managing Director and Chief Operating Officer where she was responsible for Finance,
Operations and HR related matters, including analytics for all HSBC India entities including HSBC
Asset Management. She was also the Principal Officer at HSCI.
She is currently an Independent Director on the Board of Fedbank Financial Services Limited and
Director of Anibha Arts Foundation.
Prior to joining MF Utilities, he held the position as Deputy CEO for Association of Mutual Funds in
India (AMFI) from October 2010 to March 2014. His responsibility in AMFI was to ensure functioning of
the Mutual Fund Industry with effective relationships with all stakeholders, including SEBI and other
regulators. He was actively involved in Policy making at Mutual Fund Industry Level.
Mr. Ramesh was also a Founder and Director for Ecomove Solutions Pvt. Ltd from January 2009 to
September 2012, an innovative business in the social sector. Prior to that, Mr. Ramesh also held the
position as CEO for Prabhudas Lilladher Financial Services Pvt. Ltd. (NBFC) between January 2008 to
December 2008. In Prabhudas Lilladher Financial Services, he was key managerial personnel and his
major
activities included but not limited to distribution of third party products and lending, particularly
margin funding..
Besides Mutual Funds, he is passionate about acting. He regularly performs in plays.
He specializes in financial planning, budgeting, compliance, and process standardization that drive
organizational growth and shareholder value. Throughout his career, Vikas has led finance functions
for leading institutions like L&T Mutual Fund, Nippon India Mutual Fund (earlier Reliance MF), ICICI
Bank, Trust Investment Advisors and YouFirst Money Express, demonstrating strong leadership in
financial management, regulatory compliance, and strategic decision support .
Apart from the Finance Domain, he has spearheaded projects on Quality Management, Japanese 5S
techniques, Lean Management and various Cost Reduction initiatives. His other achievements include
migration of Accounting Systems to SAP and Oracle.
Vikas became an IIM-C Alumni in January 2025 by successfully completing the Chief Financial Officer
Programme from the Indian Institute of Management, Kolkata.
Over the years in the audit field Raman has handled diverse clientele including international and
local businesses across a number of industries such as Auto Ancillary, Financial Services, Chemicals,
Pharmaceuticals, Advertising, Logistics, Entertainment, Technology, Banking, Media, Retail, Real
Estate, General Insurance, including a Global Fortune 500 company.
His post qualification experience apart from external and internal audit includes corporate law,
taxation, personal finance, and business consultancy.
He has served as President, Bombay Chartered Accountants Society (BCAS), Editor of the BCA Journal for
five years and as a Technical Reviewer,
Institute of Chartered Accountants of India to review Annual Reports of listed companies. He serves as
Joint Hon. Treasurer, Forum of Free Enterprise,
as a Trustee of A.D. Shroff Memorial Trust and as a Jt. Secretary of the All India Bank Depositors'
Association.
Raman authored "Make it in India – Handbook on Starting and Doing Business in India" (published by
LexisNexis, 2017), "Ease of Doing KYC: A Study" (2024),
"Audit Checklist for Companies" (5 Editions) amongst others.
He is an avid reader, regular writer and music buff.
He is there on the Board of various companies.
Over the years, he has worked in wealth management and investor relations in organisations such as
DSP Merrill Lynch (now DSP Blackrock), IL&FS Mutual Fund, Excel Funds (in Canada) and Emkay Global.
He holds a M.Com degree and an M.B.A from York University, Canada.
She held the position of Regional Head of Sales for Tamil Nadu and Kerala at Mirae Asset Global
Investments India Private Limited from November 2007 to August 2010.
From June 2006 to November 2007, she was associated with Reliance Asset Management Company Private
Limited, and she began her professional journey as an Institutional Advisor for Mutual Funds at Mata
Securities Private Limited between April 2003 and December 2005 focusing on the Institutional
Business in Chennai.
Being NISM VA , NISM XXI A(PMS), NISM XIX B (Cat III AIF) Certified, she possesses close to two
decades of leadership experience in strategy, consulting, and large-scale team management. She also
is an Associate Certified Coach with the International Coaching Federation. Aarti is a Commerce
graduate from Stella Maris College, Chennai (2001), and a Post Graduate in International Business
Management (Specialising in International Finance) from FORE School of Management, New Delhi .
His expertise spans diverse IT domains, including application management (encompassing the handling, remapping, and integration of various business applications), digital transformation, cybersecurity, cloud computing, and enterprise architecture. He has a proven track record of leading and delivering complex IT projects across various industries, including his roles as CTO at SBICAP Trustee and National Project Head with Mahindra Finance, along with various other leading roles in past companies.
His key focus areas include driving digital transformation, strengthening cybersecurity posture, optimizing IT costs, building high-performing teams, and ensuring regulatory compliance management. He has a strong ability to optimize application portfolios and streamline business processes. In recognition of his achievements, he was awarded the Digital Transformation Leader Award (CTO) by Governance Now in October 2023.
Prior to joining PPFAS MF, he was associated with Parag Parikh Financial Advisory Services Ltd
(Sponsor company of PPFAS Mutual Fund) as Principal Officer. During his tenure with PPFAS Group, his
role involved handling risk, compliance and operational activities of Broking, and PMS.
He is a commerce graduate and is qualified as a Master of Business Administration in Finance.
Prior to that, he held key positions as investment advisor at Citi Wealth Advisors, Kotak Private
Wealth, ABN AMRO Bank, and Standard Chartered Bank,
executing successful investment strategies for UHNIs, institutions and family offices.
Additionally, in a voluntary capacity, he also served as Director on the board of CFA Society India
from 2017 to 2023.
Jitendra is a CFA Charterholder. He holds a Bachelor's degree in Commerce from Delhi University and
a Postgraduate Diploma in Business Management.
In his previous role with Nuvama Asset Management as
Head of Operations & Investor Services, he was instrumental
in setting up & streamlining business-wide systems &
processes for new age Investment Management Business of
group.
In the past, he has also worked with organisations like
Edelweiss, Deutsche Bank, Kotak Wealth, Invesco Asset
Management India & Nippon Life India Asset Management.
At Industry level, Jitendra has served as founding member of
APMI (Association of Portfolio Managers of India) Operations
& Compliance Committee (2023-25) and was recognised for
his significant contributions to OPCO committee.
He has an extensive experience over 22 years with significant achievements in retail & institutional
sales, distribution, product & business development. Previously, he worked with organizations like
Peerless Asset Management Co. Ltd. & UTI Asset Management Co. Ltd.
Mahesh started his career with UTI Asset Management Co. Ltd. where he spent 10 years in various
roles across product development, retail sales, Institutional sales. Been founder member of
Institutional sales team, he was instrumental in developing institutional business & successfully
handled product development & its launch, business strategy & led various pilot projects in Mumbai &
Kolkata under project Shikhar. He served as Regional Head – Institutional sales & National
Distributors.
His last assignment was with Peerless Asset management co. Pvt. Ltd. where he was responsible for
product development, devising strategies for debt & equity schemes. He steered business for retail &
institutional sales as Vice President & Head – Sales for West zone.
Mahesh holds a Bachelor's degree in Mechanical Engineering from University of Pune and MBA in
Marketing from Symbiosis Institute of Business Management (SIBM), Pune.
Known for being a collaborative leader with proven track record of business development and building
high performing team.
Prior to joining PPFAS group, she was associated with Larsen & Toubro Limited as Management Trainee,
where she handled secretarial functions for the subsidiary companies of L&T. She has also handled
Non-Convertible Debentures (NCD's) Issue while doing a specialized training from L&T Financial
Services.
She is an Associate member of The Institute of Company Secretaries of India (ICSI) and holds an LLB
degree from Mumbai University.
For Equirus Capital Private Limited (Since January 2020 to December 2021) and Evialis India Pvt. Ltd
(Since January 2018 to January 2020)
During her tenure starting from April 2008 to April 2015 she was handling the Talent Acquisition &
Onboarding Formalities and Administration for Various Organizations.
From 2020 to 2025, along with the Corporate Communications function, Shailendra expanded his
responsibilities to head the Distribution Channels for North and South India. Under his leadership,
these regions saw significant growth in AUM, partner engagement, and distribution strength, taking
both reach and relationships to the next level.
In 2024, he transitioned to a more focused marketing leadership role as Chief Marketing Officer,
while continuing to head Corporate Communications. In this capacity, he spearheads the Fund’s
strategic marketing initiatives, driving integrated campaigns, brand storytelling, and digital
engagement to further enhance the Fund’s visibility and investor connection.
Before joining PPFAS, Shailendra’s career spanned across journalism, sales (with Sharekhan), and
public relations in financial services with MSL Groupe and Adfactors PR — giving him a well-rounded
understanding of communication, markets, and people.
A NISM-certified professional, Shailendra holds a Diploma in Journalism, Advertising and Public
Relations from KC College of Management Studies and has completed a Digital Marketing program from
DMTI Softpro.
He has more than 9 years of experience in the Financial Market. Prior to PPFAS Asset Management Pvt.
Ltd. Mr. Gupta has worked with L&T Investment Management Limited and Aditya Birla Sun Life AMC
Limited.
He holds a PGDM degree in Financial Market and completed CFA Level 2 (USA).
He began his career in 1994 and joined PPFAS Limited (the sponsor of PPFAS AMC) in 2001. In 2003, he was appointed Fund Manager for the Portfolio Management Service titled Cognito,
managing a portfolio of around ₹300 crores. From 2007 to 2012, he served as the Chief Executive Officer of PPFAS Ltd.
He played a pivotal role in the incorporation of PPFAS Asset Management Pvt. Ltd. (Investment Manager to PPFAS Mutual Fund) and, in 2013, was instrumental in launching its flagship equity scheme—the
Parag Parikh Flexi Cap Fund. Today, it stands as one of the largest actively managed mutual fund scheme in India, with assets under management (AUM) exceeding ₹1 lakh crore, and continues to be managed by him.
Currently, he serves as Chief Investment Officer (CIO) – Equity and Director at PPFAS Asset Management Pvt. Ltd., overseeing five of the six schemes introduced under his stewardship since inception.
A firm believer in the principles of value investing, Rajeev draws deep inspiration from the philosophies of Warren Buffett and Charlie Munger.
His academic inclination is reflected in his diverse qualifications. Along with a Bachelor of Commerce degree from the University of Bombay, he
is a Chartered Accountant, Cost Accountant, and CFA Charterholder.
He graduated from the University of Mumbai with a BSc in IT & MMS (Masters in Management Studies) in Finance.
Apart from being a Commerce graduate from the University of Mumbai (N.M. College), he is also a Fellow Member of Institute of Chartered Accountants of India (ICAI) and a CFA Charter Holder.
He is an avid reader of books on Behavioral Finance, Value Investing and Quantitative Investing. He holds an MBA in Finance from MDI Gurgaon, an M.S. in Data Science from Northwestern University, and a B.Tech in Information Technology from Nirma University.
He is also a CFA Charterholder and a CQF (Certificate in Quantitative Finance) certificate holder.
He has also worked with Yes Bank in its primary dealership unit, STCI Primary Dealership, and PricewaterhouseCoopers in tax and regulatory advisory. He holds his post-graduation in securities markets from National Institute of Securities Markets (NISM).
. In her previous roles, Mansi has worked as a research associate and senior executive - debt products for 3.5 years. She has a B.Com Hons from Calcutta University, MS Finance from ICFAI University, and is also a CFA Charterholder.
Starting her career as Executive Finance, she joined Tata AIA Life Insurance Co. Ltd in September 2012 where she handled Accounts Payable & Procurement. In June 2015, she transitioned to ManipalCigna Health Insurance Co. Ltd., joining the debt dealing team as Deputy Manager – Dealer Portfolio. She has an MBA in Finance from ICFA University.
