He has been a part of the Capital Market for over a decade with experience across wealth management, research, Institutional desk, marketing, operations, broking, key client management to name a few.
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 fulfillment of strategic responsibilities.
Keeping with his father's, Parag Parikh's philosophy, Neil believes in Value-investing and is a strong advocate of applying behavioral finance fundamentals in investing.
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 is an avid reader and a passionate golfer. He also plays several other sports for recreation.
Rajeev Thakkar's has over 18 years' experience in various segments of the financial markets such as investment banking, corporate finance, securities broking and fund management.
His fund management career commenced in 2003 when he was appointed the Fund Manager for PPFAS Portfolio Management Service's flagship scheme titled "Cognito".
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He was previously associated with DSP Blackrock Investment Managers Private Limited as an Manager Finance. He had also worked on assignment basis in various companies like Cargotec India Private Limited, Redbull India Private Limited, UTV Software Limited, UCB Pharmaceuticals Limited , Cravatex Limited while he was associated with Ganesh Jagadeesh & Co., Chartered Accountants.
He is commerce graduate from Mumbai University & an fellow member of Institute of Chartered Accountants of India (ICAI).
He is a former President of Sales at UTI Mutual Fund where he headed a large team of marketing and sales professionals who helped the organization maintain its leadership. He was also the Chief Marketing Officer at Zurich India Mutual Fund.
He has been associated with the financial planning movement and had done pioneering work in promoting financial literacy and systematic investing. He has also worked extensively in the education sector and was associated with the British Council.
Rajesh Bhojani holds an MMS degree from Mumbai University, from the Narsee Monjee Institute of Management Studies (NMIMS).
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.
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.
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.
His earlier assignments include stints in Institutional Equity Sales at HSBC InvestDirect Securities Ltd. and Tower Capital and as a Knowledge Manager at Financial Planning Standards Board India (FPSB India).
Educational qualifications: ePGP from IIM Ahmedabad (2017-19) | Certified Financial Planner (2004) | Diploma in Securities Law from the Government Law College, Mumbai (2004) | B. Com. - H.R. College - Mumbai University (1993).
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.
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.
He is a commerce graduate. He started his career as an accountant with Bhagwati Associates Pvt. Ltd. in 1988 and was employed there for 2 years. His previous stints include in the companies such as Starwin Textile Mills Pvt. Ltd., GTC Industries Ltd. and Batliboi Ltd.
Since early 2020 he has also assumed the responsibility of overseeing another pivotal function - The Northern and Southern Indian Distribution channels. Despite his strenuous schedule, he does not shy away from involving himself in organising various activities relating to team-bonding, Marketing, etc.
His career path has also been rather circuitous. En route to PPFAS Mutual Fund, he has walked down the road of 'Journalist', 'Sales Executive' (with Sharekhan) and 'Public Relations' in the Financial Services space (with MSL Groupe and Adfactors) over the past two decades.
Shailendra is 'NISM' Certified and a Diploma holder in Journalism, Advertising and Public Relations from KC College of Management Studies. He has also done Digital Marketing Course 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).
Rajeev Thakkar's has over 18 years' experience in various segments of the financial markets such as investment banking, corporate finance, securities broking and fund management.
His fund management career commenced in 2003 when he was appointed the Fund Manager for PPFAS Portfolio Management Service's flagship scheme titled "Cognito".
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He graduated from the University of Mumbai with a BSc in IT & MMS (Masters in Management Studies) in Finance.
He started his career with PPFAS Asset Management Pvt Ltd as an intern in 2012. Following which, he joined the company as a Research Analyst in 2013.
He is a Commerce graduate from University of Mumbai, a fellow member of Institute of Chartered Accountants of India (ICAI) and a CFA Charter Holder. He is also a certificate holder of FIMMDA-NSE Debt Market module issued by NCFM.
Prior to joining PPFAS, he worked with Kotak Mahindra Asset Management as an Equity Research analyst and also managed the Kotak Equity Arbitrage fund from May 2019 to Dec 2019. He is an avid reader of books on Behavioral finance, Value Investing and Quantitative Investing.