Board of Directors

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. Navneet Munot, CFA

Navneet is the Chairman of CFA Society India. He has over 24 years of rich experience in Financial Markets. As a Chief Investment Officer at SBI Funds Management, he is responsible for overseeing investments worth over USD 42 billion across various asset classes in mutual fund and segregated accounts. Prior to joining SBI Funds Management in December 2008, he served as the Executive Director & Head – multi–strategy boutique with Morgan Stanley Investment Management. Previously, he served as the Chief Investment Officer – Fixed Income and Hybrid Funds at Birla Sun Life Mutual Fund and worked in various areas such as fixed income, equities and foreign exchange. His articles on matters related to financial markets have widely been published.

Navneet is a Nominee Director on the board of SBI PENSION FUNDS (P) LTD. Navneet is a Postgraduate in Accountancy and Business Statistics and a qualified Chartered Accountant. He is also a charterholder of the CFA Institute and CAIA Institute. He has also done FRM.

 

Mr. Anil Ghelani, CFA

Anil is the Vice Chairman of the CFA Society India. He has been working with DSP Group since 2003 and is currently Head of Passive Investments & Products. Previously, he served as the Business Head & Chief Investment Officer at DSP BlackRock Pension Fund Managers. Earlier in his career at DSP, Anil was responsible for buy-side credit research on companies across various sectors for taking credit exposures and during that time he was influenced by Dr. Altman’s Z Score model for evolving strategies to analyze balance sheets and to mitigate risk. He also worked at IL&FS Mutual Fund and at S.R. Batliboi, a member firm of EY. Anil is a CFA charterholder, Chartered Accountant and holds a Bachelor in Commerce.

 

Mr. Chetan Shah, CFA

Chetan has more than 25 years of experience in the field of equity research and portfolio management both on the sell-side and buy-side of the industry. He is a Founder and Managing Partner at 3 Jewels Investing, a proprietary investing firm. He applies the principles of RatnaTriya viz. right knowledge, right faith and right conduct across Indian and developed markets. His previous three assignments were with Invesco Asset Management India as a Portfolio Manager, Quantum Securities as Head of Research & DBS Capital Trust Securities as an Equity Analyst. Chetan holds an Electronics Engineering degree from GCOE, Amravati University, a Post Graduate Diploma in Management from Jamnalal Bajaj Institute of Management Studies and a CFA charterholder. He has interests in science, history, and philosophy. He practices yoga and veganism.

 

Mr. Vinay Bagri, CFA

Vinay is also the Treasurer of the CFA Society India. He is based out of Kolkata and is a deep value investor. He has worked with Infosys Technologies and even held an executive role with Franklin Templeton Investments. He is an associate member of Institute of Chartered Accountants of India and the Institute of Company Secretaries of India. While in the US, he qualified as a CPA and CFA charterholder.

 

Mr. Abhishek Loonker, CFA

Abhishek currently works as a Director – Investments at Ascent Capital, a private equity firm. He has over 15 years of experience spanning private equity, corporate strategy and treasury. Previously, Abhishek worked as a Project Manager with Jain Group. Abhishek is a CFA charterholder, a gold medalist MBA from MATS School of Business and has also completed an Executive Education program in Corporate Restructuring and M&A from Harvard Business School. He has also been feted with ‘40 under 40’ in the Alternative Investment industry by AIWMI & IAAIF in January 2018. He is also a Board Observer at BigBasket.com and Laqshya Media.

 

Mr. Biharilal DeoraFCA, CFA, CIPM

Biharilal works with Abakkus LLP as a Director. Prior to joining Abakkus, he was managing corporate, family office and university clients, bringing in investment expertise that spans all asset classes. He is also a subject matter expert across a range of tax, accounting, pension, risk management, and capital market policies. Mr. Deora is a regular visiting faculty member for advanced finance programs and is currently pursuing a PhD with Symbiosis University. He began his career as a financial analyst – at Credit Suisse and Fidelity Investments, among others – where he gained knowledge across a range of sectors, including oil and gas, and commodities in the US, Europe and Asia. He holds a Masters degree in Commerce from Veer Narmad South Gujarat University, in addition to being a rank holder Chartered Accountant, Certified financial planner, CFA charterholder and other certificates.

 

Mr. Jitendra Chawla, CFA

Jitendra is Vice President at Deutsche Bank Private Wealth Management and is responsible for Investment Advisory business in North India. Previously, he has worked as an investment advisor and wealth manager in organizations like Kotak Bank Wealth Management, Citi Wealth Advisors, ABN AMRO Bank, Standard Chartered Bank and as an analyst at Sharekhan.com. He holds a Bachelor’s degree in Commerce from Delhi University and a Post Graduate Diploma in Business Management. Jitendra is a CFA Charterholder since 2009 and has been an active volunteer in the Delhi Chapter of CFA Society since 2012.

 

Mr. Kishor Bagri, CFA

Kishor has experience of more than 22 years across multiple industries and functions including 15 years in capital markets. He has worked across the investment chain including research, portfolio management and investment sales. He was with Edelweiss Securities where he headed the Corporate Access function. He previously worked with ING Investment Management as Senior Vice President & Portfolio Manager, managing INR 2,000 crore of AUM including INR 400 crore of offshore assets. During his 8 year stint at ING, he worked across investment styles such as fundamental, quantitative etc. He also managed funds and multi-manager portfolios which were later subsumed in the quantitative strategies – the focus area of the business. His capital market stint began with Dimensional Securities Pvt. Ltd. where he was a Research Analyst, involved in bottom-up equity research across sectors, investment strategy, opportunistic and event-based trading ideas etc. Kishor has also worked in various roles and functions including sales, business development in financial services, FMCG and the Telecom industry. He is a CFA charterholder and has completed his MBA.

 

Mr. Rajendra Kalur, CFA

Rajendra is an Independent Consultant-cum-Financial educator and has over 25 years of experience in the financial services domain comprising asset management, investment banking, wealth management and insurance. Rajendra has worked across the value chain and has expertise in nurturing nascent businesses and transforming business models. Till recently he was the Founder, Director and CEO of TrustPlutus, a boutique Wealth Management firm which he founded along with Utpal Sheth, Senior Partner of RARE Enterprises. Prior to joining TrustPlutus, Rajendra worked with RBS N.V., ABN AMRO N.V., Wealth Advisors India Pvt. Ltd., ICICI Prudential AMC, DSP Merrill Lynch and General Insurance Corporation of India in various capacities. Rajendra is MBA from Cranfield School of Management, UK, and holds a Post Graduate Diploma in Marketing from Chartered Institute of Marketing, UK. Rajendra is also a Certified Financial Planner from FPSB, India. Rajendra is a public speaker and writer. Rajendra is also a long-distance runner and cyclist.

 

Ms. Ritika MankarCFA

Ritika is one of India’s leading economists known for authoring impactful thematic research. She has worked for a decade as the Senior Economist at Ambit Capital – a Mumbai based institutional equities business known best for its iconoclastic research. Under her stewardship, Ambit’s macroeconomics’ franchise has grown from strength to strength thereby providing investment advice to some of the largest institutional investors globally. In the past, she has worked with Indian brokerages and also served a short stint at the Ministry of Finance. Currently, she also serves as an Additional Director on the board of CFA Society India.

 

Mr. Sampath Reddy, CFA

Sampath is the CIO at Bajaj Allianz Life Insurance which is one of the largest life insurance companies in the private sector. He oversees the total assets under management of the company of over Rs.50,000 crores which is a combination of equity assets and fixed income assets. Sampath is responsible for the overall investment performance of the company. He has been a part of the fund management industry for the past two decades now, including the last 10 years with Bajaj Allianz. Prior to Bajaj Allianz, Sampath served as a fund manager at Principal mutual fund and at a hedge fund in the past. He also worked in Equity Research with leading brokerages like HSBC Securities and ABN Amro Asia Equities during his long innings in the industry. He holds a Bachelor’s degree in Mechanical Engineering, a Master’s degree in Business Management and is also a CFA charterholder.