KARMA CAPITAL ADVISORS - Key Persons
Job Titles:
- Zonal Head - BD ( South ) & Head - RIA Strategy
Anish head's Business Development for the Southern region and the RIA strategy at Karma Capital, Anish started his career in Kolkata with Nippon Asset Management and DSP Mutual Fund - and was responsible for building the business through Retail Banks like HDFC, Axis and other Wealth Management counters (HSBC, Centrum, Trust Plutus). He also managed larger Regional Distributors (Easter, SKP, Suvridhi). In 2016, Anish moved to Bangalore with HDFC MF and started the Electronic City Branch for them. He continued to help scale the branch to 300 crs within span of 2 years. After accepting an internal role he moved to manage the Wealth Management vertical in Bangalore.
Anish is an MBA from ICFAI Business School.
He joins us from Abakkus Asset Manager LLP where he was, VP Sales for South Zone, handling all south based channel partners overseeing both Sales and Sales Support Functions. The south region comprised of over 2,000 customers, 300 active distributors and an AUM of 1,500 crs.
Anish is married to Shweta and has a 5-year-old son, Atharv. He loves to travel, play cricket and badminton and to binge watch occasionally.
Job Titles:
- Head - Client Engagements
Bhakti also holds a PGDBM in Financial Management from NMIMS. She is a Postgraduate in commerce from the Mumbai University
She has over 11 years of rich experience spread across multiple facets of investing and financial analysis. She is responsible for managing large cap funds along with coverage of companies in key sectors like Banking, Financials, Insurance, FMCG, Hotels, Hospitals and Oil & Gas.
Prior to Karma Capital, Ekta was with MSCI and SGA and explored varied domains of Indexing and Investor Relations. Before that she was with B&K securities as a sell-side analyst covering the media sector and had a brief stint as Research Associate at Karma Capital.
Ekta completed her MBA in Finance from N.L Dalmia Institute of Management studies and holds a CFA degree from ICFAI university.
Job Titles:
- Manager - Accounts and Operations
Job Titles:
- Vice President - Operations
Job Titles:
- Director
- Founder
- Co - Founder and Co - CIO
His professional experience spans over 29 years with 21 years in the field of Portfolio Management and Research in Listed Equities across several market cycles. At Karma Capital, he is also Portfolio Manager besides contributing to the overall corporate management.
Nikhil started on a full-time career in the Investment Management field in 1993 when he joined as a buy-side equity analyst at ASK Raymond James Securities. Here, he went on to manage discretionary equity assets of domestic high net worth and offshore investors.
In 2003, Nikhil joined ABN AMRO Bank's Private Banking division as Head of its Equity Assets business. At ABN AMRO, he was responsible for formulating the equity investment strategy and managing segregated equity assets of very high net worth investors. Nikhil also played a key role in setting asset allocation strategies and integrating the portfolio management in India to the best practices followed globally by ABN AMRO Bank NV.
Nikhil graduated from the University of Mumbai and has a Bachelor's in Commerce degree. He graduated at the top of his MBA class at Virginia Tech where he was awarded honors for scholastic achievement.
Job Titles:
- Co - Head, Business Development
Job Titles:
- Zonal Head - BD ( North ) & Head - MFD Strategy
Rajnish has over 25 years of rich experience in asset and wealth management, consumer banking, along with overall business development experience across multiple geographies.
Prior to Karma Capital, Rajnish has been associated with several leading organizations in leadership roles such as - Invesco Asset Management, Reliance Capital Asset Management and ICICI Bank Group.
Rajnish holds a Bachelor's degree in Computer Science from Delhi University and a Master's degree in Business Administration from the Institute of Management Technology, Ghaziabad.
Job Titles:
- Co - Founder and Co - CIO
Rushabh's experience spans over 28 years with 21 years in money management - primarily in listed equities. At Karma Capital, he is also Portfolio Manager besides contributing to the overall corporate management.
Over the span of his career, Rushabh has been involved with various formats of money management such as - Portfolio Management, Mutual Funds and Offshore funds. He has been closely involved in the evolution of the fund management industry in India.
In his engagements prior to Karma Capital, Rushabh worked in the capacity of CIO (Equities) at Kotak Mutual Fund (part of Kotak Bank Group) between 2003 to 2005. Under him, assets grew eight fold for the company during this period.
Rushabh started his career with ASK Raymond James - now ASK Investment Managers - as an Investment Analyst in 1993 and later was involved in various roles at ASK including Director - Business Development and Portfolio Manager.
Rushabh holds a bachelor's degree in Commerce from the University of Mumbai and is a qualified Cost Accountant from the Institute of Cost and Work Accountants of India.
Job Titles:
- Manager - Accounts and Operations
Job Titles:
- Head - Risk and Compliance
Job Titles:
- Manager - Portfolio Analytics and Client Servicing
Vinit Manek is an Equity Research Analyst at Karma Capital with more than 7 years of experience within the research role. He has diverse experience tracking sectors like IT, Telecom, Real Estate, Media, Building Materials, Logistics and Utilities within Indian Equities. Prior to joining Karma Capital, he worked as an Equity Research Analyst with Aranca (Global Research and Analytics Firm) and Axience Consulting Ltd. tracking varied sectors and stocks across global markets. He has completed his CFA®️ (USA) and holds a Bachelors in Financial Markets degree from Mumbai University, India.
Job Titles:
- Co - Head, Business Development
He has a cumulative experience of 17 years and at Karma Capital he's responsible for south and west regions in India, and the North America, APAC regions.
Prior to this, he worked at Aditya Birla Sun Life Asset Management where he was the Channel Head for Private Banks and Wealth Management. He was responsible for fundraising, driving sales and creating new business opportunities in the domestic private banking and the wealth management space.
He has also been a founding member of Aditya Birla Health Insurance where he played a pivotal role in the formation of the joint venture between Aditya Birla Group and MMI of South Africa. At Aditya Birla, he led key projects in aspects of strategic partnerships, custom payment solutions and customer processes. Before joining the Aditya Birla Group, Yogesh worked at Fidelity Investments for six years in functions such as Sales, Product and Corporate Communication. He has also had stints with ABN Amro Bank and Benchmark Asset Management.
Yogesh graduated from the University of Mumbai in 2003 with a Bachelor's degree in Mass Media, specialising in Advertising. He has also completed an MBA degree jointly offered by National University of Singapore.