Board of Directors of Trustees Co.
Milan Ganatra
Associate Trustee
Milan has been associated with the wealth and asset management industry through his company Miles Software Solutions Pvt Ltd, a company he founded in March 1999.
At Miles, Milan has been pioneering strategy, product marketing, sales, services, and support of Miles solutions under the brand MoneyWare™; He has successfully defined and implemented a strong vision for Miles to make it amongst the leading provider of wealth and portfolio management solutions. Milan has deep domain knowledge on wealth management and wide experience in leveraging technological advancement for efficient investment management.
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Laxmikant Gupta CA, CMA, FRM
Independent Trustee
Laxmikant has been part of the financial industry for over 15 years! Since 2007, he has been in leadership positions relating to Risk Management and Complianceat various AMC’s namely – Franklin Templeton (2002-07), Birla Sunlife (2007-09), ICICI Venture (2010-2015). He also worked with ICICI Bank, I-Sec, A F Ferguson & Co. Between Feb 2017 and September 2018, he was appointed as the Chief Regulatory Officer at the National Commodity Derivatives Exchanges Limited (NCDEX), a role where he was closely involved with Risk Management, Surveillance and Compliance functions. In addition, Laxmikant has worked on projects relating to review of Anti-bribery and Anti-corruption measures under the assignment and guidance from the World Bank.
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Yogesh Parekh
Independent Trustee
Yogesh is an eminent entrepreneur who cofounded the Adfactors Group in the 1990s. In this capacity he was one of the leading innovators in the advertising & marketing of various financial instruments and has vast experience in design and structuring of complex financial products and of marketing them successfully to a diverse group of target investors in India & overseas. He has helped numerous entrepreneurs enter the capital market through Initial Public Offerings. He subsequently founded Crossnet Ventures and is currently engaged in setting up a cargo venture in the emerging aviation transportation sector. A sport aviation enthusiast, Yogesh is also a qualified pilot and was one of the founders of the Bombay Hang-Gliders Club and is a Life Member of the Bombay Flying Club. He was the pilot member of the 3-member team that designed, built & flew the first microlight aircraft in India. Leveraging the combination of his marketing and aviation skills, Mr Parekh pioneered the concept of aerial advertising in India, including banner towing, leaflet & flower dropping and helium & hot air balloons. He has also been involved in operations of aerial crop spraying, cloud seeding & aviation transport to inaccessible places.
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Lancelot Joseph
Independent Trustee
Lancelot Joseph is a prominent and well-respected name in the world of Journalism. He has been associated with Business India since 2004 and is now designated as an Executive Editor. His specialization and strength has been balance sheet and equity analysis, and equity and commodity markets.
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Board of Directors of AMC
Sandeep Tandon
CEO & Director
Sandeep is the founder & chief investment officer of the quant Group and has a vast experience of over 27 years in the capital markets. His journey in the money management business started in FY 1992-93 with GIC mutual fund (a JV partner with George Soros in India) where he was a trainee. He later joined IDBI Asset Management (now Principal Asset Management), where he was a founding member and was part of the core team that initialized the asset management business. He played a key role in devising, conceptualizing and marketing one of India’s most successful mutual fund schemes: IDBI I-NITS 95. Furthermore, Sandeep worked in pivotal positions at several reputed financial services firms including ICICI Securities (a JV partner with J P Morgan in India), Kotak Securities (a J V partner with Goldman Sachs in India) and REFCO (erstwhile global derivatives firm). He has also worked at the Economic Times Research Bureau (a research wing of Bennett, Coleman and Company Limited).
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Kamal Kumar Basu
Independent Director
Kamal Basu has over 30 years of rich experience in Marketing and Brand Leading. His passion for brands and its consumers took him on a career journey traversing marquee advertising agency brands like Young & Rubicam, Ogilvy, and Saatchi & Saatchi. During his career, he managed brands across service categories (British Airways, American Express Cards), Pharmacy (Glaxo, Smithkline Beecham, Novartis, J&J) to Personal and Body Care (Hindustan Unilever, P&G) amongst others.He started his career with Rediffusion Y&R, after which hesubsequently moved to Ogilvy & Mather. He then became the youngest CEO of Saatchi & Saatchi for 11 years and led the agency into the top 10 agencies. Later, he worked as Head of Marketing with SKODA India and then as Head of Marketing & PR with Volkswagen India. He has also worked as Advisor – ecommerce and Brand Lead with Nissan Motor, India and as Head e-commerce & CRM with Petromin Automotive.
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Rickson Rodricks
Independent Director
Rickson is an M.B.B.S dropout turned Serial entrepreneur with over 25 years of experience in varied sectors such as Internet business, Film productions, Hospitality, Currency and Commodity trading & Portfolio management services. He has been amongst the earliest Digital marketing trainers, SEO professionals & Growth hackers in India.
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Deep Shukla
Independent Director
For over a decade and half now, Deep has been engaged as consultant/retainer with significant number of Reputed Listed Companies, Foreign Companies and Private Companies. He is also associated with some of the entities in capacity of a Professional Director. Due to his various involvements as professional corporate law advisor, he has vast associations with various industry experts and professionals from wide range of disciplines like Solicitors, Advocates, Chartered Accountants and Cost Accountants. Deep is a Fellow Member of Institute of Company Secretaries of India (ICSI) and a Graduate of Bachelor of Commerce and Law (specialized as professional Corporate Law Advisor). His clientele is diverse and ranges from Agrotech to IT and BFSI to Logistics & Travel.
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Shashi Kataria
Executive Director
Shashi has 20 years’ total experience in Accounting, Audit, Direct & Indirect Taxation, Financials & MIS, Payroll and Labour Law compliance out of which 13 years are from the Indian Mutual Fund industry. His last assignment was with PPFAS Asset Management Private Limited as CFO & Director. He was previously associated with DSP Blackrock Investment Managers Private Limited as Manager Finance. He had also worked on assignment basis in various companies like Cargotec India Private Limited, Redbull India Private Limited, UTV Software Limited, UCB Pharmaceuticals Limited, Cravatex Limited, among several others, while he was associated with Ganesh Jagadeesh & Co. Chartered Accountants.He is a Commerce graduate from Mumbai University and a fellow member of Institute of Chartered Accountants of India (ICAI)
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Fund Manager & Key Personnel
Sandeep Tandon
CIO & Money Manager: Focused on Liquidity and Risk Appetite Analytics
Sandeep is the founder & chief investment officer of the quant Group and has a vast experience of over 27 years in the capital markets. His journey in the money management business started in FY 1992-93 with GIC mutual fund (a JV partner with George Soros in India) where he was a trainee. He later joined IDBI Asset Management (now Principal Asset Management), where he was a founding member and was part of the core team that initialized the asset management business. He played a key role in devising, conceptualizing and marketing one of India’s most successful mutual fund schemes: IDBI I-NITS 95. Furthermore, Sandeep worked in pivotal positions at several reputed financial services firms including ICICI Securities (a JV partner with J P Morgan in India), Kotak Securities (a J V partner with Goldman Sachs in India) and REFCO (erstwhile global derivatives firm). He has also worked at the Economic Times Research Bureau (a research wing of Bennett, Coleman and Company Limited).
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Lokesh Garg
Money Manager: Focused on Valuation Analytics
Lokesh has two decades’ experience in equity markets with Kotak Institutional Equities and Credit Suisse/UBS. He has worked across multiple sectors and has been a highly ranked analyst all throughout. He completed his MBA from IIM Ahmedabad and B. Tech from IIT Roorkee with a University Gold Medal. He is also a Level III Chartered Financial Analyst and has also worked with ICICI Bank (Treasury) and Infosys. His last assignment was with UBS, India Institutional Equities, as Executive Director, transitioning from Credit Suisse during the UBS-Credit Suisse global takeover. As a Director at Credit Suisse, India Institutional Equities, he was amongst the top analysts for capital goods in India managing coverage in multiple sectors across a wide spectrum and was voted by most of the large institutional investors.
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Ankit Pande
Money Manager: Focused on Valuation Analytics
Ankit has more than a decade of experience in Indian equities and is a top rated Money Manager in the Mutual fund Industry, after having started his career in core banking software with Infosys. As a technology analyst, he won the 2014 Thomson Reuters StarMine Analysts award for top ‘Industry Stock Picker’ in the Information Technology sector. He has worked with foreign institutional investors across APAC in a business development role and also ventured into seed stage fund raising activities in Hong Kong. Ankit is passionate about macroeconomic analysis and the Austrian business cycle theory, and loves challenging the status quo with critical thinking. Ankit holds a Bachelor of Engineering degree (Electronics & Telecommunications) from the University of Pune and completed his Master’s in Business Administration from The Chinese University of Hong Kong, being placed on the Dean’s List for outstanding academic performance and inducted in to the global Beta Gamma Sigma (BGS) Honor Society as a lifetime member. Ankit received his CFA charter from the CFA Institute, USA, in 2015.
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Sameer Kate
Money Manager: Focused on Liquidity Analytics
Sameer has over two decades of experience in Indian equities and derivatives dealing. Prior to joining quant MF, Sameer was Sr. Sales Trader at Investec Capital covering equity and derivatives trading for domestic and foreign institutional clients. He has also worked for over 16 years at Kotak Securities as a Sales Trader. Sameer has completed Bachelor of Computer Science from Pune University and an MBA from IME Pune.
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Sanjeev Sharma
Money Manager: Focused on Debt Analytics
Sanjeev brings along a rich and diverse experience in the Capital Markets of over 15 years to his role of a Money Manager. He has obtained an M.Com, PG Diploma in Business Administration (Finance) and Certified Treasury Manager (Forex & Risk Management). He has been associated with various schemes of quant mutual fund since 2005. Sanjeev specializes in analysis of credit risk and is responsible for monitoring and assessing investment opportunities across asset classes. He has a deep understanding of macroeconomic policies and its impact on the credit markets. Over the years, Sanjeev has built formidable relationships with key treasurers in the industry. In his spare time, Sanjeev enjoys reading, listening to music and traveling.
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CA. Varun Pattani
Money Manager: Focused on Valuation Analytics
Varun is a Chartered Accountant and after working briefly at an investment advisory firm, joined quant Mutual Fund in May’21 as an Investment Analyst. With a strong commitment to a sector-agnostic learning approach, he is deeply passionate about identifying investment opportunities and his analytical acumen and forward thinking approach has consistently delivered results. Over the past five years, Varun has cultivated a comprehensive and multi-dimensional expertise in active fund management. His skill set includes macroeconomic research, sector and stock analysis, money flow assessments, primary market deal evaluations, and decoding medium to long-term market cycles using historical and macroeconomic data.
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Ayusha Kumbhat
Money Manager: Focused on Valuation Analytics
Ayusha has been working at quant Mutual Fund as a Research Analyst for the past 15 months, specializing in investment research, economics and strategy. Her strong analytical foundation and quantitative expertise have significantly contributed to the fund’s in-depth economic and strategic investment analysis. She has also led engagement initiatives with portfolio companies to inform investment decisions and has effectively utilized data and AI to enhance processes. Ayusha has completed all levels of the CFA examination and holds a BSc (Hons) in Economics from the University of Warwick, along with an MSc in Behavioural & Experimental Economics from the University of East Anglia.
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Harshvardhan Bharatia
Money Manager: Focused on Debt Analytics
Harshvardhan brings valuable experience in trading global fixed income products, including Secured Overnight Financing Rates (SOFR), Federal Funds Rates (FFR), and Treasury Bonds, from his time at Axxela Research and Analytics. Holding a degree in finance, he leverages various analytical tools to mitigate portfolio risks while maximizing returns. With over a year of experience in the quant MF investment team, Harshvardhan has honed his expertise in credit risk evaluation and interest rate management, skills he uses to strategically position the portfolio for optimal performance. He has completed CFA Level – 1 and holds a degree of Bcom (Honours) in Finance.
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Anupam Saxena
Chief Business Officer – Retail
Anupam has prolific experience of more than 20 years in the Mutual Fund Industry. He completed his post graduate in Management from SIESCOMS, a Certificate program in Business Strategy from IIM Kozhikode and was part of Ruth Cohn Leadership Program at Tata institute of social sciences. Before joining quant, Anupam has worked at leading Mutual Fund houses including SBI MF , Dundee , DSP Blackrock MF, LIC MF and Motilal Oswal MF. Given his vast experience and qualifications, Anupam handles various responsibilities of Sales, Business Development and Internal Training programs.
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Surendra. S. Yadav
Chief Business Officer-Wealth & Management Investors
Surendra has over two decades’ experience in Sales and Business Development. His last assignment was with Sundaram Asset Management where he was working as Senior Vice President and National Head Sales; responsible for managing sales and distributors across various segments including MFDs, National distributors, and Banks. Surendra has also worked with Strategic Capital Corporation Pvt. Ltd. and India Infoline Distribution Company Ltd. He holds a Commerce degree and is an MBA with specialization in Marketing. In his free time; he loves to practice yoga and is an avid marathoner.
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Shashi Kataria
Chief Financial Officer
Shashi has 20 years’ total experience in Accounting, Audit, Direct & Indirect Taxation, Financials & MIS, Payroll and Labour Law compliance out of which 13 years are from the Indian Mutual Fund industry. His last assignment was with PPFAS Asset Management Private Limited as CFO & Director. He was previously associated with DSP Blackrock Investment Managers Private Limited as Manager Finance. He had also worked on assignment basis in various companies like Cargotec India Private Limited, Redbull India Private Limited, UTV Software Limited, UCB Pharmaceuticals Limited, Cravatex Limited, among several others, while he was associated with Ganesh Jagadeesh & Co. Chartered Accountants.He is a Commerce graduate from Mumbai University and a fellow member of Institute of Chartered Accountants of India (ICAI).
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Usha Lakshmi Raman
Chief Compliance officer and Company Secretary (CCO & CS)
Usha Lakshmi Raman, has over 30 years of experience in the industry and has previously held leadership roles at SBI Funds Management as Head of Internal Audit and at JPMorgan where she was responsible for Custody Securities Operations and Risk Management. She brings to the table seasoned expertise in many areas of internal audit, operations, process improvement and strategy. Usha is accomplished as a CA, CS and Cost Accountant and is a regular speaker at the Institute of Chartered Accountants of India. In 2024, she received an award as the STAR Woman of WIRC of ICAI. Her leadership will be instrumental in upholding our commitment to the highest standards of integrity and ethical business practices. By ensuring that our compliance framework evolves and adapts to the ever-changing needs of the industry and regulators, Usha will play a key role in reinforcing our dedication to responsible governance and operational excellence.
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Premprakash Dubey
Head-Operations
Premprakash has overall 24 years of experience involving over 19 years in Mutual Fund FA & Treasury & Trade Operations. Prior to this he was with PPFAS Asset Management Private Limited, as Chief Manager – Operations, in the domain of NAV, trade operations, banking operations & reporting. Prior to that he was with DSP Mutual Fund as Senior Manager-Trade & Treasury Operations (TTO) monitoring end-to-end trade reporting and settlement & managing daily cash flow reporting & team supervision activities. His various prior stints include Matsun Casting Private Limited as Account Assistant, G D Rathi & Company as part of the audit staff, Kanak Vora Capital Private Limited etc. He has rich and varied experience across investment Banking, evaluation of information, processing of accounts, managing confidential information for corporate and retail clients & portfolio management. As a trade operations professional, he has assisted clients on complete trade life cycle from trade confirmation to settlement, clearing and reporting, monitoring trades for settlement in the market and payment processing. He has expertise in managing service operations for rendering and achieving quality services; providing first line customer support by answering trade related queries & resolving their issues and ensuring minimum TAT. He holds an M’Com degree, a Government Diploma in Co-operative and Accountancy (G.D.C.A.) and is a MBA (Finance).
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Sudha Biju
Chief Investor Relations Officer
Sudha has two decades of experience in client services, complaint investigation and resolution. She was previously working with HDFC Asset Management Private Limited as AVP – Corporate Client Service where she led the Call Centre team, focused on performance management and ensured high-quality customer service and efficient handling of inquiries. She was also responsible for client servicing and service operations for HNIs and was responsible for the development/documentation of various processes/ activities handled by the client services team. Previous to this, she worked with HSBC Asset Management as Associate Vice President – Customer Service. She also worked with HDFC Limited as a Call Centre Head for recoveries and was a part of the Six Sigma Project while restructuring the Call Centre. She also did stints with e-Serve International as a Unit Head – External Business and Citibank Credit Cards. She holds an M’Com degree and a Master in Financial Management.
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Dinesh Khot
Chief Information Security Officer
Dinesh Khot is a Chief Manager and Chief Information Security Officer at quant Money Managers Limited.He is responsible for the overall information and cyber security strategy and its implementation across the organization. Dinesh has over 12 years of industry experience across Information Technology and Cyber Security domains. He is skilled in IT Strategy and Services, Technology Implementation, Business Automation and Processes, Business Continuity Planning and Disaster Recovery Planning (BCP-DRP) and Vendor Management.Dinesh holds a Bachelor’s degree in Science (Information Technology). His professional certifications include VCP and MCITP Certified Professional.
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Khushboo Meshri
Chief Risk Officer
Khushboo Meshri is the Chief Risk Officer at quant Mutual Fund.
Before joining quant, Khushboo worked in market surveillance at the Bombay Stock Exchange. In Financial Surveillance she conducted investigations and coordinated with the regulator to create a framework for proactive identification of financial frauds. In Online Surveillance, Khushboo was responsible for strengthening systems that generate periodic alerts & monitor various segments of the market for any aberrant activity.
Prior to that, she worked in internal audit at the State Bank of Mauritius, where she helped identify and reduce all business risks through effective implementation and monitoring of controls.
Khushboo holds a dual MBA and Master of Commerce degree from the University of Mumbai. She is an alumni of St. Xavier’s College, Mumbai.
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