Navigating Markets: Big-Picture Risks and the Stock-Picking Trap | Chennai

Mr. Janakiraman Rengaraju is Chief Investment Officer – Equity for Franklin Templeton Asset Management (India) Pvt Ltd. Mr. Rengaraju is responsible for overseeing all the local equity funds.  His responsibility includes mentoring all the portfolio managers apart from continuing to be the Portfolio Manager for some of the key products. Mr. Rengaraju manages Franklin India Flexi Cap Fund and Franklin India ELSS Tax Saver Fund.

Mr. Rengaraju has been in the investment management Industry since 1997. He started his career with FT in 2007. Prior to joining Franklin Templeton, he was managing the investment corpus of Indian Syntans Group, a Chennai based privately held group of companies. Before this, he worked for UTI Securities, Mumbai. He is a CFA charter holder.

Raghu holds the position of CEO of Marmore MENA Intelligence (since 2010), a leading research and consulting firm in the Gulf Cooperation Council (GCC) region, and a subsidiary of Kuwait Financial Center (Markaz), a renowned asset management company with over $3 billion in assets under management. Raghu also serves as the Economic Advisor to Markaz, providing strategic guidance and insights.
With more than 38 years of experience in the financial sector, Raghu developed core competencies in investment management, capital markets, risk management, and economic analysis. He is passionate about delivering high-quality and actionable research and advice to various stakeholders including investors, family offices, policymakers, and media. He specializes in big picture (macro) research with a keen interest in asset management, investment research, and energy markets.
Raghu has recently authored a book titled “Blueprint for Billions-Mastering India’s equity market”. He has also co-authored multiple publications and reports on various topics related to the financial sector and regularly contributes to blogs and columns. Raghu has delivered several lectures in conferences and symposiums over the years.
Raghu holds the CFA and FRM credentials and have been actively involved with the CFA Institute as a volunteer since 2003. He also holds the fellowship credential (FCMA) from the Institute of Cost and Management Accountants of India (ICMA). ICMA recognized Raghu as a CMA achiever in 2024 and also featured Raghu in “The Inspired 100” in 2025.