SVP & Fund Manager
With close to twenty years of extensive background in financial services, Neeraj possesses a comprehensive understanding of corporate banking, equity analysis, and investment administration. As a Fund Manager, his core duty involves generating superior risk-adjusted returns that precisely match client investment objectives. Previously, Neeraj was the Director and Head of Research at Equirus PMS. In this role, he was responsible for directing the research function and actively contributing to the development of investment strategies for their Multi-cap PMS offering. Before joining Equirus, Neeraj served as Vice President – Equities within the Investment Management Team at Franklin Templeton India. There, he managed portfolios that collectively held over $6 billion in domestic assets and more than $3 billion in offshore funds. His professional journey also includes key roles at leading Indian and international financial institutions, such as ICICI Bank, Axis Bank, Lehman Brothers, and Nomura Securities. Neeraj is driven by a deep interest in business fundamentals and excels at conducting in-depth, on-the-ground research through direct engagement with stakeholders including customers, suppliers, and corporate leadership. Neeraj holds a Bachelor of Engineering degree from M.N.I.T. Jaipur and completed his Post Graduate Diploma in Management (MBA) from the Indian Institute of Management Kozhikode. He is also a CFA charterholder, awarded by the CFA Institute, USA.