Ashi Anand Email & Phone Number

Bengaluru, Ka, In

Bengaluru, Karnataka, India

IME Capital is a research-first boutique wealth management firm, that aims to bring the investment rigor & discipline of institutional fund managers, to individual investor portfolios.At IME, we aim to disrupt the wealth management industry, by shrinking the gap in insights between central product/research teams and end investors, using our proprietary & revolutionary Research Management Solution (RMS). The IME RMS is a cloud-based research tool, where all all core insights of IME's… Show more IME Capital is a research-first boutique wealth management firm, that aims to bring the investment rigor & discipline of institutional fund managers, to individual investor portfolios.At IME, we aim to disrupt the wealth management industry, by shrinking the gap in insights between central product/research teams and end investors, using our proprietary & revolutionary Research Management Solution (RMS). The IME RMS is a cloud-based research tool, where all all core insights of IME's Central Research Team related to investment options, are documented in an easy-to-understand manner accessible by end investors. The IME RMS helps drive a level of ethics & transparency, and consistency of communication of views at a level that is unparalleled in the industry.At IME, we have also developed a unique Investment Mandate Development solution, that leads to a much more comprehensive understanding of our investors unique requirements (as compared to the standard financial goals & risk-profiling common in the wealth management industry). This helps ensure that portfolios that we build for our investors are truly tailor-made for their unique needs. Show less

Operate as the Chief Investment Officer & Fund Manager for IME PMS Strategies (IME Digital Disruption & IME Concentrated Microtrends)at Valcreate Investment Managers.IME Digital Disruption is a thematic portfolio, that invests exclusively in Digital Platforms that are focused on disruption of existing business models. Unlike other strategies, this strategy will invest only on digital disrupters (and not in traditional firms using digital to augment their business).IME… Show more Operate as the Chief Investment Officer & Fund Manager for IME PMS Strategies (IME Digital Disruption & IME Concentrated Microtrends)at Valcreate Investment Managers.IME Digital Disruption is a thematic portfolio, that invests exclusively in Digital Platforms that are focused on disruption of existing business models. Unlike other strategies, this strategy will invest only on digital disrupters (and not in traditional firms using digital to augment their business).IME Concentrated Microtrends, follows a Large & Mid-cap investment approach, that builds a concentrated portfolio with focused exposures to key value-generating micro-trends. Show less

Bengaluru Area, India

Fund Manager & Head - Portfolio Management ServicesManage a team of 3 research analysts covering over 200 companies. Have instituted best-in-class research processes and documentation, with detailed written down investment views on all companies in our coverage. Funds managed have outperformed benchmark indices and peer group over the period.

Mumbai Area, India

Independently developed a global best-in-class research management system for buy-side investment teams. This solution drives significant improvement in research documentation & processes, driving better insights and improving collaboration within a team.

Mumbai Area, India

Part of a 3 man core Fund Management Team at KIFF KIFF’s investment philosophy is defined as ‘quasi private equity’. The fund has a private equity structure (5 year lock in, 2 year investment period, no reinvestment rights, activist role) but invests exclusively in listed companies with a focus on secondary market transactions. KIFF 1 was raised in August 2007 and KIFF 2 was raised in March 2010. Both funds have completely their investment horizon and have been successfully… Show more Part of a 3 man core Fund Management Team at KIFF KIFF’s investment philosophy is defined as ‘quasi private equity’. The fund has a private equity structure (5 year lock in, 2 year investment period, no reinvestment rights, activist role) but invests exclusively in listed companies with a focus on secondary market transactions. KIFF 1 was raised in August 2007 and KIFF 2 was raised in March 2010. Both funds have completely their investment horizon and have been successfully divested. Independently sponsored 18 deals and co-sponsored 4 deals out of a total of 32 deals invested across KIFF 1 & 2. My portfolio of sponsored deals have outperformed the small and mid cap indices over the investment period Key activist activities that I have been involved in include restructuring of a companies retail operations, hand holding from the introduction to conclusion stage for a key new account for one of our outsourcing companies and shareholder communication initiatives across the portfolio. Show less

Fund Manager of the Deep Value Portfolio at ICICI Prudential PMS. The focus is on value investing in mid-market Indian equities. I built up the portfolio from a $100,000 initial investment to a fund of over $100 mn in AUM at the time I left. The annual CAGR of the fund while I was in charge of investments was 63% p.a. (making it 3rd out of a total of 127 funds in existence over the period). Apart from managing the deep value fund, I was also the head of product development at Prudential… Show more Fund Manager of the Deep Value Portfolio at ICICI Prudential PMS. The focus is on value investing in mid-market Indian equities. I built up the portfolio from a $100,000 initial investment to a fund of over $100 mn in AUM at the time I left. The annual CAGR of the fund while I was in charge of investments was 63% p.a. (making it 3rd out of a total of 127 funds in existence over the period). Apart from managing the deep value fund, I was also the head of product development at Prudential ICICI PMS, where I launched India's first institutional capital preservation fund (Asset Sheild) and India's first capital guaranteed fund (CPPI - Constant Proportion Portfolio Insurance), which raised over $300 mn across fund raises. Being a part of a small team, I have also been involved in others aspect's of institutional fund management, including IT systems, operations, interactions with regulators, sales, relationship management etc. Show less

Mba, Finance

Activities and Societies: Top 5% of graduating class, Topped Finance as an elective, Head - XFIN (Finance Association of XIMB)

Bsc, Mathematics, Maths Topper (1St & 2Nd Year)

Icse