CFA Society India is governed by its board of directors. As a volunteer-driven organization, directors operate in the honorary capacity on board. Get to know our Board of Directors:
Mr. Rajesh Sehgal, CFA 
Chairperson
Rajesh is the Managing Partner at Equanimity Investments. He is a board member of the CFA Society India. He is a long-term investor with tremendous breadth and depth of experience, managing early stage investments, private equity and public equity funds for over two decades. He has on-the-ground experience across emerging market countries, analysing various industries and businesses spanning different stages of their lifecycle. He has been active in the Indian startup ecosystem since 2007 when he made his first startup investment. Since then, he has been a prolific angel investor, having invested in over 20 startups. Rajesh is a Wharton alumnus in addition to being an XLRI Management graduate specializing in finance and marketing. He is a CFA charter holder and has earned a Post Graduate diploma in Securities Law from Mumbai University.
Mr. Navin Vohra, CFA
Vice-Chairperson
Navin is a Partner and National Leader for Valuations, Modelling and Economics at Ernst & Young India, heading one of the largest valuation practices in the country with a team of over 100 professionals. His expertise is in complex private company valuations for litigations, dispute settlements, transactions, M&A and regulations. Navin and his team have authored many Thought Leadership Reports on technical aspects of valuation, including on Transaction Valuations in India, Accounting for business combinations, Valuations for Early Stage Companies, Control Premium in India. Navin has spent over two decades with EY, prior to which he worked as an equity analyst with DBS Securities. Navin is a PGDM from IIM Bangalore, a Cost Accountant and a CFA Charter holder.
Mr. Litesh Gada, CFA
Secretary
Litesh is the founder of Aureus Assets which provides services like business consulting, valuations, transaction advisory and wealth management. He is a qualified Chartered Accountant, Company Secretary and a CFA charter holder. Mr. Gada has over 14 years of experience in leading Private Equity investments, Investment Banking, Merger & Acquisition (M&A) transactions in the consumer, retail, real estate and agro sectors. In the past, he has worked with organizations like RSM & Co (merged with PwC), PwC India, Chess Capital, SEAF India and SREI Alternatives. He was awarded with ‘40 Under 40 Alternative Investment Professionals in India’ award by the Indian Association of Alternative Investment Funds (IAAIF) in January 2018. He has been a long distance runner since 2009 and has participated and successfully completed many full marathons and half marathons.
Ms. Jayna Gandhi, CFA
Treasurer
Jayna is Co – Founder and Director of Quantmac Capital Solutions Pvt. Ltd. Prior to this, she was “Head-Treasury” with the National Stock Exchange of India Limited. Jayna has experience spanning over two decades in the field of treasury & investment management. She has managed $1 billion portfolio of fixed income treasury, mutual fund and equity ETF of NSE and its group Companies including Provident Fund and Investor Protection Fund Trust. Since 2010, Jayna is a lead volunteer with CFA Institute and CFA Society of India. In the year 2015, at all India level Jayna was privileged to be a brand endorser in the Global Brand Campaign of the CFA Institute.
Dr. Monika Chopra, CFA
Dr. Monika is a CFA and has done a Ph.D. in Finance from Guru Gobind Singh Indraprastha University, Delhi. She is currently an Associate Professor and Finance Area Chair at International Management Institute, New Delhi. She has a teaching experience of over 21 years. Her areas of teaching and research are Security Analysis and Portfolio Management, Business Valuation, Private Equity, and Corporate finance. She has authored several research papers in top-rated national and international journals and co-authored two books. She has conducted several workshops on Finance for Non-Finance Executives and conducted various MDPs. In CFA Society India, she is looking after the Investment Research Challenge, Ethics Challenge, and Women in Finance Initiative.
Mr. Shamit Chokshi, CFA
Shamit is currently Director on the Board of the Indian Association of Investment Professionals (CFA India Society). He is the Chairperson for the Professional Learning Committee at the Society. Shamit brings with him ~16 years of rich and diverse industry experience across a range of functions including portfolio advisory and research, manager selection, investments, product development, asset raising, institutional clients and global strategic partnerships. Prior to joining ICICI Prudential, Shamit was associated with Reliance-Nippon Life Asset Management and Nippon Life Insurance group where he led offshore India investing, set up the international funds franchise for the joint venture and advised Indian equities and fixed income funds domiciled across Asia and UK. Shamit pursued a Masters of Business Administration (Finance and Strategy) from the Carroll Graduate School of Management at Boston College, USA. He also holds a Masters of Commerce (Sydenham College, Banking & Finance) and Bachelor of Commerce (H.R. College, Accounting) degrees from the University of Mumbai, India. He has extensively travelled and lived in several countries, interacts regularly with the global institutional investor community and nurtures a passion to enjoy different cultures.
Mr. Sandeep Gupta, CFA
Sandeep is an active volunteer with CFA Society India and the Director of the Public Awareness Committee. He has co-founded BHIVE Alts (a fractional real estate fintech) and BHIVE Lucretius Fund (Cat 2 SEBI Registered Alternative Investment Fund). His last corporate role was as Head of Fractional Investments at MagicBricks. Sandeep has over two decades of experience in real estate transactions and investments. He has worked for marquee corporates like BCCL (TOI Group), Britannia (Wadia Group), New Chennai Township, GMR, Cinepolis, ISB, etc. He is a Charter Holder from CFA Institute USA and a certified Investment Performance Measurement professional. He has a B.Com from Delhi University and a Post Graduate in Management from IIM, Ahmedabad.
Mr. Rajeev Radhakrishnan, CFA
Rajeev is the Director of the CFA Society India and a charter holder of the CFA Institute, USA, having over 17 years of rich experience. He currently heads the Fixed Income desk at the SBI Mutual Fund. Earlier, Rajeev was the Co-Fund Manager for Fixed Income with UTI Asset Management for seven years. He joined SBIFM as a fixed income portfolio manager in 2008. He is an Engineering graduate and holds a Masters degree in finance from Mumbai University.
Mr. Sanjay Parikh, CFA
Sanjay is the Founder of EquiZen, a firm offering Investment Management, Management Consulting and Education services. Sanjay has spent more than fifteen years heading the finance and operations divisions of five asset management companies. Sanjay was the CFO of Aditya Birla Sun Life and Mahindra Manulife AMCs. He was the COO of Taurus AMC and Deutsche AMC. His last assignment was with Enam Asset Management where he was the Group Chief Operations Officer. Before moving to the investment management industry, Sanjay was heading Product Management and Accounting Services at Aditya Birla Sun Life Insurance Co Ltd. He also spent five years in the office of the Chairman of the Aditya Birla Group. Sanjay started his career with Arthur Andersen in 1991 where he also became a Chartered Accountant. He secured the 24th rank in the CA Final Examination in November 1994. He completed his CFA in 2005 and since then is an active volunteer with the CFA Society, India. He has been a member of tow committees related to GIPS. He has also graded CFA level three exams. Sanjay has also cleared the NISM exams related to mutual funds, RIA and PMS. He has a keen interest in fitness and indulges in jogging, yoga and other exercises.
Mr. Shreenivas Kunte, CFA, Ph.D
Shreenivas works as Senior Lead, Content and Automation, at HDFC AMC. In this role, Shreenivas leads HDFC AMC’s work in the application of AI/ Automation in investment decision making. Shreenivas has over 25 years of experience in various investment roles in India, Japan, Hong Kong and Singapore. Before joining HDFC AMC, Shreenivas served as the Director of Content at CFA Institute and worked as the Trading Strategist at Citi in the Japanese and Indian markets. He also speaks the Japanese language. As a CFA Society India volunteer, Shreenivas has worked closely with members and regulators, conducting workshops on machine learning applications using Python. He has led research initiatives and authored articles on a wide range of investing topics. Shreenivas is passionate about spreading financial awareness and emphasizing the urgency of environmental conservation. He is also a long-distance marathoner and an avid fitness enthusiast. Shreenivas was awarded the CFA Charter in 2003. He holds a Doctor of Philosophy degree from IIT Bombay and a Certificate in Investment Performance Measurement (CIPM) from the CFA Institute.
Mr. Vijayanand Venkataraman, CFA
Vijayanand Venkataraman, CFA has over 20 years of experience investing in global markets and is the Founder of Wealth Yantra Technologies Private Limited, a SEBI Registered Investment Advisor. Till 2012, he was based out of Hong Kong, managing multi-asset portfolio for Global Investment Firms. His expertise spans asset classes that include Equities, Convertible Bonds and High Yield Credit as well as hedging the global macro and tail risks using derivative structures. Vijay Holds an MBA from BIM, Trichy and is a Graduate of Financial Mathematics/ Quantitative Finance from University of Chicago, IL, USA