Sumit Bhatnagar

I am an investment professional, with nearly 20 years’ experience in the financial services industry across Mutual Funds, Regulatory Body (SEBI) & Banks. Proven track record of managing active equity portfolios across multiple mandates. Rich experience in asset allocation, portfolio construction, and risk management.

Adept in macro-economic analysis, all aspects of equity research and fund management. Strong track record of building and leading high-performing teams. Contributed extensively to fund raising efforts.

MBA graduate from the University of Toronto's Rotman School of Management and a CFA charter holder.

• An investment professional, with nearly 20 years’ experience in the financial services industry across Mutual Funds, Regulatory Body (SEBI) & Banks. 
• Nearly 15 years experience in equity portfolio management. Of that nearly 10 years as a Portfolio Manager
• Proven track record of managing active equity portfolios across multiple mandates. Rich experience in asset allocation, portfolio construction, and risk management. 
• Adept in macro-economic analysis, all aspects of equity research and fund management. 
• Have managed Large cap, Aggressive Equity Hybrid, Tax savings, Value, Arbitrage and Passive mandates across Indian Equities.
• Strong track record of building and leading high-performing teams. 

• MBA graduate from the University of Toronto's Rotman School of Management
• CFA charter holder.