| Name/Designation |
Age/Qualification |
Brief Experience |
| Mr. Naval Bir Kumar
President & CEO
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45 Years / PGDM – IIM Calcutta, BA - Mathematics (Bombay University) |
He is the President & CEO of IDFC Asset Management Company Limited. He has over 15 years of experience in Capital Markets.
Prior to this he was Director & Head Originations of Global Capital Markets for ANZ Investment Bank. In this role he has handled debt and equity capital market transactions for a number of leading Indian corporates and was successful in improving the Bank’s position in the domestic capital markets from 193 to number 6.
He joined the Bank in 1990 in the Merchant Banking Division and was appointed Head of the Merchant Bank for West India in 1994 and subsequently Head of the Investment Bank for West India in 1996. In these roles he has worked on a cross-section of investment banking products such as: Infrastructure financing, Corporate finance, Cross-border debt financing and Domestic capital market transactions. He worked briefly with Colgate Palmolive (India) Limited as a Brand Manager prior to joining Standard Chartered Grindlays Bank. |
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| Mr. Sandeep Prabhani
Head Operations
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41 Years / Bsc Physics, DBF, MFM |
He has over 19 years of experience in Depository and Broking Operations. In his last assignment with JP Morgan Services India Pvt Ltd, he was responsible for ensuring OTC Derivative confirmations are tracked & resolved accurately, people management, mentoring and risk review of operations during the period March 2003 to June 2009. Prior to this, he worked with SSKI Investor Services as Head – Operations responsible to manage depository and broking operations and To service all branches / franchisees and Customers of SSKI for the period July 2000 to March 2003. He has also worked with SCHIL during the period December 1991 to May 2000. |
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| Mr. Sanjay Lakra
Head – Legal & Compliance
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41 Years, / PDGM, B. Com |
He has about 14 years of experience in Legal, Compliance & Secretarial. In his last assignment with DSP Merrill Lynch, he was responsible for Branch Administration for the Wealth Management Business during the period November 2006 – February 2009. Prior to this, he worked with Dawnay Day Financial Services as Head – Legal & Compliance (November 2005 to October 2006). He has also worked with JM Financial Asset Management Private Limited as Head – Legal & Compliance for the period November 2001 to October 2005. Prior to this, he was working with HCL Perot Systems as Business Analyst (March 2001 – November 2001). He has also worked with Securities & Exchange Board of India during the period (May 1994 – March 2001). |
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| Ms. Jyothi Krishnan
Compliance Officer
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29 Years, / A. C. S., B.G.L., B. Com |
She has about 6 years of experience in Compliance, Risk Management, Secretarial, etc. In her last assignment with ING Investment Management (I) Private. Limited, she was designated as VP – Compliance & Risk (April 2005 – February 2009). Prior to this, she was with Standard Chartered Asset Management Company Private Limited as an Officer & Management Trainee (June 2003-April 2005). |
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| Mr. Tanwir Alam
Head – Sales – Retail
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38 Years/ Associate Financial Planner – Investment Planning |
He has over 13 years of experience in Sales, Product Managing, etc. He has been working with IDFC AMC (erstwhile Standard Chartered AMC) since July 2001. In his last assignment with ICICI Capital Services Limited, he was designated as Regional Product Manager – Third Party Products. (January 2000 – June 2001). Prior to that, he worked with Times Bank as a Personal Banking Executive. (January 1999 – December 1999). He has also worked with Udit Financial Services Pvt. Ltd. as a Senior Manager – Loan Syndication. (July 1996 – December 1998). From January 1995 to June 1996 he worked with Pioneer Financial Services Limited as Manager – Institutional Broking & Loan Syndication. He is based at Kolkata, India. Age: 36 years. |
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| Mr. Sibesh Kumar
National Sales Head – Wholesale
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38 Years/ MBA (Finance) |
He has over 13 years of experience in Sales & Marketing. He was designated as Regional Head – West India, IDFC AMC (erstwhile Standard Chartered AMC) till August 2008. In his last assignment with HDFC Bank Limited, he started the sales and marketing of mutual fund for HDFC Bank network in North India (October 1999 to March 2001). Prior to that he worked at Sundaram Newton AMC and was involved in sales & marketing of the company’s product in Delhi, setting up distribution network in Delhi & spearheading institutional Sales (May 1998 to September 1999). Prior to this he worked at Bajaj Capital and was involved in Sales & Marketing of investment products like Mutual Funds & Fixed Deposits (April 1997 to May 1998) Age: 36 years. |
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| Mr. Kenneth Andrade
Head Investments
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40 Years / Graduate (B.Com) |
He has around 15 years experience in Equity Research & fund management. In his last assignment has was designated as Fund Manager (Equity) with Kotak Mahindra Asset Management Company Limited (July 2002- Sept.2005), managed equity portfolios. SSKI Investor Services (March 1999- July 2001)& (Jan 2002 –July 2002) was involved in Portfolio advisory –Retail Broking Services, Nimbus Communications-(July 2001-Jan 2002) was involved in Broadcasting – Content Development, LKP Shares & Stock Brokers Pvt. Ltd (January 1998- March 1999) was a Analyst -Equity Research, Meghraj Financial Services (July 1996-July 1998) was a Portfolio Manager . |
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| Ms. Punam Sharma
Vice President
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35 Years / B.Sc- Non Medical, MBA - Finance |
She has over 8 years experience in research, co-ordinating details on products and markets for the sales team. In the last assignment with Kotak Mahindra Asset Management Company she was responsible for setting up of the research desk, working on reports on products and markets and developing databases |
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| Mr. Sunil Nair
Equity Dealer
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37 Years / B.A |
He has around 12 years of experience in equity trading. In his last assignment he was designated as Equity – Dealer in Birla Sunlife AMC Ltd. (1995 – 2005). Prior to which he was employed with Insec Shares & Stock (1994 - 1995) and has around eleven years of experience in equity trading. |
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| Mr. Anupam Joshi
Fund Manager
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32 Years/P. G. Diploma in Business Management |
He has over 5 years of experience in Portfolio Management & Dealing. In his last assignment with Principal PNB Asset Management Company, he was involved in Portfolio Management & Dealing (November 2005 – August 2008). Prior to this he had worked with ICAP India Private Ltd as a Dealer (May 2003 – November 2005). |
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| Mr. Neelotpal Sahai
Fund Manager
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B.Tech from IT-BHU varanasi PGDM from IIM Calcutta |
He was previously designated as Director Equity in IDFC Investment Advisors wherein he was Managing Equity Portfolios (PMS) and Generating stock ideas In his previous assignment in Motilal Oswal Securities Ltd he was designated as Senior research analyst before which in Infosys Technologies Ltd. he was designated as Senior Project Manager He has an overall experience of seventeen years. |
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| Mr. Suyash Choudhary
Head – Fixed Income
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BA (Hons) Economics, PGDM from IIM Calcutta, |
He was previously designated as head of Fund Management, Fixed Income as HSBC Assest Management (India) Pvt. Ltd. wherein he was responsible for investments of all fixed income funds. In his previous assignment at Standard Chartered Assest Management Co. Pvt. Ltd he was designated as fund manager before which he started his career at Deutsche Bank in Mumbai. He has an overall experience of over ten years. Age: 32 years. |
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| Mr. Rupesh H Acharya
Financial Controller
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38 Years/ B. Com, ACA, Grad CWA, Lic. ICSI |
He has over 11 years of experience in Finance, Accounts, etc. In his last assignment with ICICI Securities Ltd, he was designated as AVP – Finance & Accounts (April 2007 – September 2008). Prior to this he had worked with Carl F India Private Ltd as Head Finance (July 2003 – March 2007). Before that he had worked with Patni Computers Ltd, where he was designated as Finance Manager (October 2001 – July 2003). He had also worked with Nicholas Piramal India Ltd as Divisional Finance Controller (March 2001 – September 2001). Prior to that he worked with Nocil as a Accounts Officer (January 1997 – February 2001). Age: 35 years. |
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| Mr. Tridib Pathak
Director Equity – Senior Fund Manager
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Chartered Accountant |
He has 19 years of experience in securities market spanning term lending, credit ratings, equity research and Fund Management. Began career in 1989 with IDBI in the Project Finance function and then with CARE as a credit analyst. Spent 5 years with IDBI group. Moved to Equities market in 1995 as Equity Research analyst at UBS Securities and spent 4 years there. Post UBS, WORKED WITH Principal Mutual Fund as Equity Fund Manager for 5 years. Then CIO at DBS Chola Mutual Fund for 2 ? years. Before joining IDFC Asset Management, was CIO – Equity at Lotus Asset Management for 2 years. |
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| Mr. Kalpen Parekh
Deputy CEO &
Head- Sales & Marketing
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Age- 36 Years MMS Finance, BE Chemicals |
He has over 10 years of experience in retail Sales & Distribution. Prior to joining IDFC AMC, Kalpen was with Birla Sun Life AMC where he was Head Sales & Distribution across Mutual Fund, PMS and Real Estate.
Prior to Birla AMC, he was working with ICICI Prudential AMC as Joint Head- Retail Sales & Distribution where he handled sales responsibility for west and south zone, and an additional PAN India responsibility of heading banks and National Brokers channel. |
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