Axis Securities Ltd – Portfolio Management Services (PMS)

Chief Investment Officer

As the Chief Investment Officer, he is responsible for investment strategy of Axis Securities Portfolio Management Services. Naveen has been instrumental in launching distinctive investment strategies at Axis Securities which have outperformed the market by a significant margin. He also has significant experience in launching quant based Artificial Intelligence, Machine Learning and Smart Beta strategies with strong track record. Naveen has over 20 years of experience in the financial services and telecom Sector. He is an engineer with MBA from International Management Institute, New Delhi. He is also a CFA and FRM certificate holder. Naveen is a frequent contributor to numerous financial media including CNBC TV18, ET Now and The Economic Times. He has been voted consistently amongst the top research analyst for Telecom, Consumer and strategy in various surveys conducted by Asia Money, Institutional Investor, Thomson Reuters and The wall Street Journal. His team at Philip Capital was rated amongst top 3 most improved brokerages by Asia Money Survey for 2016 & 2017.

SVP & Fund Manager

Neeraj brings nearly two decades of invaluable experience in the financial services industry, encompassing diverse roles in corporate banking, equity research, and investment management. In his capacity as a Fund Manager, he assumes the responsibility of delivering superior risk-adjusted returns that align with the specific mandates of our clientele. In his most recent position ,Neeraj served as the Director and Head of Research at Equirus PMS ,where he oversaw the research process as well as played an active role in generating investment ideas within its Multi-cap PMS scheme. Prior to this, Neeraj held the position of Vice President – Equities, within the Investment Management Team at Franklin Templeton India, which managed portfolios with assets exceeding $6 billion in domestic funds and over $3 billion in offshore funds. Neeraj's rich and varied experience also includes significant roles at prominent Indian banks and multinational investment banks, including ICICI Bank, Axis Bank, Lehman Brothers, and Nomura Securities. Neeraj is passionate about analyzing businesses and thrives on conducting hands-on, ground-level research by engaging with customers, vendors, and company management. Neeraj is an engineer from M.N.I.T. Jaipur and he did his P.G.D.M./MBA from the Indian Institute of Management Kozhikode. Neeraj is also a CFA charter holder from the CFA Institute, USA

Fund Manager

Mr. Nishit Master, through his diverse experience in both Buy side and Sell side firms brings in a fresh perspective on markets at Axis Securities. As Fund Manager, he is responsible for generating superior risk adjusted returns for customers as per their mandate. Nishit has more than 18 years of experience in the financial services industry and has worked with various companies like ING Investment Management, Kotak Mahindra Bank, Elara Capital, Reliance Securities, Anand Rathi, Motilal Oswal Financial Services etc. At Reliance Securities he was Senior Vice President  and Head of Institutional Equities. His last assignment was with Emkay Global Financial Services as part of their Institutional broking team. Nishit is a FRM certificate holder and management graduate. He is an MBA from NMIMS, Mumbai and has an acute sense of understanding business models and picking outperformers amongst the investable universe.