Corporate Profile
Our Management team comprises eminent personalities with varied experience, details are as given below:
Chief Executive Officer
He has more than 24 years of experience as a fixed income Fund Manager across a wide range of fixed income asset classes and product categories ranging from Sovereign to structured debt and other high yielding assets including real estate and mezzanine finance. Prior to joining JM Financial Asset Management Limited, Mr. Amitabh Mohanty was the Executive Director & CEO of Karvy Capital Limited. He has also worked as Head – Debt Strategies of Reliance Capital Limited and Chief Investment Officer & Head Investments – Fixed Income of Reliance Capital Asset Management Limited. Prior to the above, he had worked at Alliance Capital Asset Management Limited and SBI Funds Management Limited.
Chief Business Officer
Mr. Shukla is a BFSI veteran with 2 decades of work experience across geography with experience in Banking, Wealth, Asset Management and Insurance and is a Member of Board of Study ( BoS) –IMT –CDL Ghaziabad. Mr. Shukla has vast experience of managing business across various channels such as Branch Banking, Digital, Distribution etc. Mr. Shukla has also worked with Dhanlaxmi Bank, Reliance General, Edelweiss Financial and ICICI group.
Chief Investment Officer - Equity
He has rich and varied experience of around 3 decades and joins the AMC from Tattva Capital which was his entrepreneurial endeavor. He started his career with TATA Economic Consultancy Services in 1992 and has subsequently worked with ICICI Securities, Franklin Templeton AMC and Sundaram AMC.
Equity Fund Managers
He has more than 16 years of experience in equity research and fund management. His last assignment was as Fund Manager with Lotus India Asset Management Company Pvt. Ltd. Prior to that, for more than 2 years, he was with SBI Funds Management Pvt. Ltd. as a Junior Fund Manager. He started his career on the broking side as an equity analyst and has worked with firms like Jet Age Securities and Sushil Finance Consultants for almost 2 years. He manages the JM Arbitrage Fund, JM Value Fund, JM Large Cap Fund and JM Core 11 Fund.
Mr. Chaitanya Choksi has around 15 years of work experience in the field of equity research and capital markets. Mr. Choksi is associated with JM Financial Asset Management Limited since 2008. Prior to joining the AMC, he has worked with Lotus AMC, Chanrai Finance Private Limited, IL &FS Investsmart and UTI Investment Advisory Services Ltd. He is the Fund Manager for JM Arbitrage Fund, JM Core 11 Fund, JM Tax Gain Fund and JM Large Cap Fund.
Mr. Hemani has more than 19 years in Financial Markets. Prior to joining the AMC, he has worked with Grishma Securities Pvt. Ltd. as a equity and derivative dealer.
He possesses more than 18 years of experience in the Capital market with specialization in Equity and Derivatives segment. In his role as dealer, he has catered to various FI’s, Mutual Funds, Banks and Insurance companies for their Equity portfolio. Other areas of expertise include Automation of trades and Process, Risk management, Designing products including Structured Products, Marketing, Equity Market Research and Training. His previous experience includes working with various brokers like SHCIL Services Ltd, LKP securities Ltd and Parag Parikh Securities Ltd.
Debt Fund Managers
She has over 19 years of experience in the financial services sector. She has been with the Fund for 19 years and is responsible for managing JM Liquid Fund and JM Money Market Fund.
Gurvinder Singh Wasan has an experience of over 18 years in the fixed income markets. His previous assignments include working as a Fund manager and a credit analyst with a mutual fund and as a structured finance manager with a rating agency and a bank. He has worked with ICICI Bank, CRISIL, and Principal Asset Management company over this period.
Ms. Naghma Khoja has more than 5 years of experience in the asset management industry. Before joining JM Financial Asset Management Limited, she was associated with Karvy Capital Limited in the Portfolio Management team.
Head Of Departments
Mr. Amit Bhavsar Chief Financial Officer (CFO) and Chief Operating Officer (COO) He has an experience of around 23 years in Financial Services covering Asset Management (Mutual Fund), Insurance, Banking, Financial Institutions. He has handled various functions that include Finance & Accounts, Investments, Audit, Operations, Fund Accounting, Taxation, Risk, Compliance, Treasury, Product, Marketing, MIS, Equity & Debt Market Research, HR, Administration, Training, Information Technology (IT) and general compliance management. Mr. Bhavsar has earlier worked with IDBI Asset Management Limited (IDBI Mutual Fund), SBI Funds Management Limited (SBI Mutual Fund), LIC Mutual Fund Asset Management Limited and Corporation Bank.
Compliance Officer JM Financial Trustee Company Private Limited She has 22 years of work experience and started her career with the investment banking division of JM Financial & Investment Consultancy Services Pvt. Ltd (JM FICS). She was part of the Compliance team at JM FICS and later moved to the Compliance Department of JM Morgan Stanley Pvt. Ltd. She joined JM Financial Asset Management Limited in 2004 and has been handling the legal, compliance and secretarial functions and is currently responsible to the Trustees for the Compliance function. She is also the Principal Officer for JM Financial Mutual Fund under Prevention of Money Laundering Act, 2002. She has also been designated as the compliance officer under the SEBI (Portfolio Manager) Regulations, 1993.
Ms. Shabina Ahmed is a Chartered Accountant with over 18 years of experience in the field of Banking and Capital Market in areas of Institutional Sales, Client Relationship, Custody and Fund Services. Her last assignment was with Nippon Life India Asset Management Ltd. Prior to that she spent 13 years with Deutsche Bank.
Mr. Aket Dingal has more than 10 years of experience in Information Technology. He is associated with JM Financial Asset Management Private Limited (the “AMC”) since June 2006. Prior to joining the AMC, he has worked with Credit Information Bureau (India) Limited as Senior Manager – Information Technology, Zenta Limited and SBI Funds Management Private Limited. Currently, he is responsible for handling the Information Technology and Systems at the AMC.
He has experience of around 18 years in the Financial sector covering Banking, Custody & Asset Management (Mutual Funds). He has handled various functions which includes Custody & Fund Accounting of Mutual Fund & Insurance, AIF clients, Client Servicing, Cashflow Banking & Settlement, R&T services, Taxation, Risk and MIS. His previous experience includes working with ICICI Bank, HSBC Bank, IDBI Asset Management Limited (IDBI Mutual Fund), PineBridge Investments Pvt. Ltd. (Erstwhile AIG Mutual Fund) and Deutsche Bank A.G.