Tata Asset Management Ltd – Portfolio Management Services (PMS)

Fund Manager

Possessing over 17 years of dedicated experience in the financial sector, Mr. Kalpesh Jain, in his capacity as an investment manager, utilizes his profound knowledge in fixed income trading, derivative analysis, and hedge fund operations. His strategic approach is geared towards achieving stable, risk-commensurate returns. Currently, he is engaged in the active management of fixed income portfolios, employing technical analysis, participating in futures and options trading, and navigating commodity markets. His expertise extends to effectively managing challenging market environments, thereby generating returns characterized by minimal volatility. Prior to his tenure at Tata Asset Management, Mr. Jain accumulated valuable experience at Julius Baer India Ltd., Ambit Capital, and Edelweiss Financial Services. During these roles, he developed a comprehensive understanding of various alternative investment strategies. Academically, Mr. Jain holds a Bachelor of Management Studies from Mulund College of Commerce and a postgraduate degree in Business Administration with a specialization in Finance from Mumbai Educational Trust, Bandra.

Co-Fund Manager

Krutika brings over eight years of dedicated experience in investment research to our platform. She commenced her tenure at Tata Asset Management in June 2022. Previously, Krutika served as a Research Analyst at Envision Capital for more than four years, focusing on Indian equity markets across various industry sectors. Her prior professional engagements also include a role at Anand Rathi Private Wealth Management. Krutika is a qualified Chartered Accountant, certified by the Institute of Chartered Accountants of India. She holds a Bachelor of Commerce degree from Mulund College of Commerce, affiliated with the University of Mumbai.

Fund Manager

Nishant Bansal, a seasoned professional with over 12 years of expertise in commodities trading, portfolio management, and quantitative research, commenced his tenure with Tata Asset Management's Alternative Investment Fund (AIF) division in August 2023. Before his current role, Mr. Bansal gained valuable experience at Goldman Sachs in New York, contributing to both commodities trading and equity quantitative research. Subsequently, he relocated to India to spearhead the expansion of commodities trading operations at Alpha Alternatives. He also served as a portfolio manager at AlphaGrep, concentrating on commodity markets. Mr. Bansal holds a Master's degree in Financial Engineering from the Georgia Institute of Technology, Atlanta, USA, where his academic contributions were recognized with teaching and research scholarships. He completed his undergraduate studies in Electronics Engineering at PEC University of Technology, Chandigarh.

Principal Officer

With over six years of dedicated experience in portfolio valuation and management, the individual has been an integral part of the Investments team at Tata Asset Management Pvt Ltd. for the past three years, focusing on portfolio management services. Prior to this, he held a position within the Investments team at Daiwa Portfolio Advisory, India, where his responsibilities included overseeing investments in both Indian and Indonesian markets. His earlier career involved leading valuation initiatives for credit instruments at ICRA Management Consulting. He holds a Postgraduate degree in Management Studies (MMS) with a Finance specialization from N L Dalmia Institute of Management Studies, affiliated with the University of Mumbai. His undergraduate education includes a Bachelor of Engineering (BE) in Information Technology from the University of Nagpur.