We have been at the forefront of introducing the concept of "Rule-based Investing."
In addition, we have assembled a reputable team committed to generating wealth for our investors.
This team operates within a robust framework of operational processes and compliance, which effectively mitigates operational risk while safeguarding the interests of our investors.
Our approach to managing investments follows a disciplined process, guided by the Board of Directors and Investment Committee, who provide strategic oversight for the investment function. The Investment Policy serves as a comprehensive document that furnishes a complete set of guidelines for managing our investors' portfolios.
Mr. Neeraj Choksi
Director
Mr. Choksi is the co-founder & promoter of the NJ Group, a diversified business Group, headquartered in Surat and has more than 26 years of rich experience in the financial services industry.
NJ Group has presence in businesses like Real Estate, Asset Management, PMS, Insurance Broking and Training. The Group is primarily engaged in the financial services industry wherein it has one of the largest networks of financial advisors in India. As the visionary founder of NJ Technologies, Mr. Niraj Choksi has been involved in providing guidance to and shaping the future of the technology business.
Mr. Rajiv Shastri
Director, Chief Executive Officer and Principal Officer
Mr. Shastri has more than 28 years of experience in the Mutual Fund space. A qualified Chartered Accountant who holds a master's degree in Economic Management & Policy from University of Strathclyde, Glasgow.
He was part of the founding team at HDFC, Lotus, Peerless & Essel Mutual Fund. Mr. Shastri was a Professor of Practice at the National institute of Securities Market and a columnist with ETPrime, Money Control and Business Standard.
Mr. Bijon Pani
Head - Portfolio Management Services
Mr. Pani has more than 12 years of robust international and domestic experience in the financial and investments space. His expertise lies in developing and leveraging on factor based models, quantitative research, and portfolio management.
Academically, he has to his credit a Doctorate in Finance from EDHEC Business School in France, a Masters in Finance from London Business School, a Masters in Computer Science from Oxford University and a Bachelor of Engineering from Utkal University, India.
Mr. Pani has been associated with IDFC AMC as a Portfolio Manager, Barclays Capital (London) as an Analyst in the Credit Lending and Derivatives team, Eden Financial Services (London) as an Investment Analyst for the Global Macro Hedge Fund, and Yati Capital (London) an Investment Advisory firm as a Consultant - Quant Strategies and Asset Allocation.