Tata Asset Management Ltd – Portfolio Management Services (PMS)

Fund Manager

With over 17 years of industry experience, as an investment manager, Mr. Kalpesh Jain leverages his expertise in fixed income trading, derivatives research and hedge fund management to deliver consistent risk-adjusted returns. He is actively managing fixed income portfolios, technical analysis, futures & options trading, commodities trading and navigating complex market conditions, and generating lowvolatile returns. Before Tata Asset Management, Mr. Kalpesh worked with Julius Baer India Ltd., Ambit capital and Edelweiss Financial services and built an in-depth understanding of alternative investment strategies. Mr. Kalpesh holds a Bachelor of Management studies from Mulund College of Commerce and a postgraduate degree in Business Administration (Finance) from Mumbai Educational Trust, Bandra

Co-Fund Manager

With over 8 years of experience in investment research, Krutika joined Tata Asset Management in June 2022. Prior to joining Tata Asset Management, she has worked with Envision Capital for 4+ years as a Research Analyst covering Indian equities across multiple sectors. She has also worked with Anand Rathi Private Wealth Management in the past. Krutika is a Chartered Accountant from the Institute of Chartered Accountants of India. She has done her Bachelors in Commerce from Mulund College of Commerce, University of Mumbai.

Fund Manager

With over 12 years of experience across commodities trading, portfolio management and quantitative research, Nishant Bansal joins Tata Asset Management on the AIF side in August 2023. Prior to joining Tata Asset Management, Nishant has worked with Goldman Sachs in New York across commodities trading and equities quantitative research before moving back to India to grow the commodities trading business at Alpha Alternatives. He has also worked with AlphaGrep as a portfolio manager focusing on commodity markets. Nishant earned his Master's in Financial Engineering degree from Georgia Institute of Technology, Atlanta, USA and secured scholarships for his teaching and research contributions to the university. He obtained his undergraduate degree in Electronics Engineering at PEC University of Technology, Chandigarh

Principal Officer

Over 6 years of experience in Portfolio Valuations and Portfolio Management. He is with Tata Asset Management Pvt Ltd. since the last 3 years in the Investments team of Portfolio Management. Prior to joining Tata Asset Pvt Management Ltd., Pranav was with Daiwa Portfolio Advisory, India in the Investments team covering the India and Indonesia Investments. He has also worked with ICRA Management Consulting leading the valuations for credit papers. Pranav is a Postgraduate in Management Studies (MMS) with a specialization in Finance from N L Dalmia Institute of Management Studies, University of Mumbai. He has done his Bachelor’s in Engineering (BE, Information Technology) from University of Nagpur.