Jay Shah Email & Phone Number

Mumbai Area, India

We represent a new age Wealth Management firm. Our comprehensive services include Wealth Management, Financial Planning, Tax Optimization, Cost Reduction, Alternative Investments. Our clientele includes HNI, UHNI and Corporates spread across India.Our Edge in providing this superior service come from the following1. Experience: Our Core team consists of stalwarts with actual, superior & proven risk return. I myself have been a Fund manager, managing over 2000Cr with the Edelweiss Alpha Fund. With over 15 years of investing, trading and fund management experience - spread over numerous instrument & assets classes - we can confidently deliver the client experience that has been lacking thus far in our industry. 2. Understanding of Alternates: With the financial landscape changing very quickly it becomes pertinent for clients to understand the risk returns profile of new products as well as the wealth managers to introduce clients to new products. PMSs, AIFs, Structured Products, Start up investments all fall under this breed of alternatives that can now not only enhance but create wealth in portfolio that have been in traditional products such as mutual funds and insurance. 3. Tax Optimization & Cost Reduction - Since we come with a holistic approach our constant endeavour is to focus on products that can give superior (pre and post tax returns) as well as concentrate our efforts to reduce cost significantly.4. Technology - Our platform is completely focused on technology with a promise of seamless experience and clear, actual and transparent returns for your investments.5. Allied services - We have tied up with Insurers, Tax Consultants, Lawyers, Jewelry Valuers so that your needs are always a phone call away. We want to partner with individuals/corporate/ family offices who have different financial needs and looking for a state of the art firm that can not only plug that hole but also have a long term relationship going into the next decade!

Mumbai Area, India

Fund manager for the Edelweiss Alpha Fund, which is a category III AIF. Joining on the back of an acquisition of the Alpha Fund from Ambit Advisors I was given a very strong mandate of developing an Absolute Return Fund returning 12% to 15% (pre fees, pre taxes)under all market circumstances.Our annualised return of 13.24% in FY 17 - 18 came along with no negative months, Sharpe ratio in excess of 5 & an annualised volatility of 1.2%. This enabled us to scale the fund from Inr 300 Cr to currently as we stand in the region of Inr 2000Cr resulting in a 7x growth within 15 months. While performance is an obvious barometer for investments, my interactions with corporate treasuries, UHNIs, listed companies & startups have greatly enhanced my soft skills and honed my sales skills to the T!

Oceandial India presented a very niche platform to expand my skill set and deploying strategies to on-shore clients (AIF platform) as well as off-shore clients (UCITS platform) . My experience here further whetted my understanding of portfolio management within the client space and I was able to gain an additional skill in client management and marketing of funds.

Post graduation from ISB (Hyderabad) where I specialized in Finance and Strategy, I started my own trading consulting firm which specialised in developing algorithmic strategies for HNIs and Individual traders. NSE was warming up the ideas of complex algos and had made it relatively easy to get your algo approved via brokers.This experience later morphed into me running my own private LLP with me running proprietary market neutral strategies. The past experience of conceptualizing, developing & deploying these strategies in the Indian Derivative market was very helpful and we were able to generate superior risk adjusted returns than what is typically attributed to Market Neutral strategies.

Mumbai Area, India

In the five years of being a Proprietary Trader I had the privilege of working across a wide spectrum of Equity strategies in India. While at Edelweiss FS my concentration was on long short and special situations, at Motilal Oswal FS (Associate Vice President) I headed the entire quant desk developing long short, market neutral and intraday strategies. Significantly, I was able to thrive in the bear market of 2008 through my long short experience and catch on to the ensuing bull market of 2009 sometime in the first leg up.

Mba, Finance, Strategy

Be, Electronics

Education record

Education record