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| Key People |
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We believe that our reputation as one of India’s premier financial services group is largely attributed to the quality of our people. Recognizing that our intellectual capital is the most valuable asset we possess, we have strived to build a team with world-class capabilities. |
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Ajay Bhaskar |
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Ajay Bhaskar
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Head – Retail Franchisee |
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A management graduate, Ajay has over 22 years of experience in the financial services arena. Prior to joining PL, he has worked in various corporate houses in the area of Retail Sales & Distribution, Business Development, Strategy and Channel management. Currently he is responsible for developing the Groups national footprint through the Business Partners network.
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Apurva Shah
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Vice President and Head of Research, Institutional Equities |
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He has over 11 years of experience in financial services, during which period he tracked several sectors, chief among them being the Technology and Media sector. He has also handled the sales function and conducted several road shows in UK, Hongkong, Singapore among others. At PL, he spearheads the research initiatives of the group and leads a team of 19 people, including analysts and associates. He is a MMS (Finance) graduate from NMIMS, Mumbai and a qualified CFA
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Dara Kalyaniwala
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Vice President -Investment Banking |
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Dara is a qualified Chartered Accountant with over 28 years of experience in corporate finance and capital market solutions. He has successfully handled SBU’s for Investment Banking activities, managing numerous Public/ Rights Issues, and various acquisitions and mergers for large number of corporate clients. He drives the Investment Banking vertical at PL
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Dr. Carlos Asilis
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Chief Equity Strategist |
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A Wharton Alumnous and a former economist at IMF, Dr. Carlos Asilis’ background spans multiple decades, sectors and geographies, across many Wall Street firms. He has worked with JP Morgan Chase, New York, as the firm’s first Chief Global Emerging Markets Equity Strategist and subsequently Chief US Investment Strategist, where he was a top ranked emerging markets equity strategist. He has enjoyed successful stints as senior investment strategist at Merrill Lynch, Union Bank of Switzerland (UBS) and Credit Suisse First Boston (CSFB).
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Hitesh Sheth
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Head – Technical Research |
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An experienced and qualified Finance professional, Hitesh has over 15 years of extensive experience in technical research. With a Pulse on the Markets, he was instrumental in starting the Technical Research Department at PL and has also been instrumental in developing the systems and processes. Currently he spearheads the Technical Research team at PL
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Monal Desai
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Vice President and Head - Institutional Derivatives |
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An MBA (Finance) from Philadelphia College, USA, he has over 17 years of experience in financial services, during which period he has successfully managed the equity needs for institutions, corporate accounts, HNIs in addition to formulating equity derivative trading strategies for them. Presently he spearheads the Institutional Equity Derivative business of the group with a team of professionals.
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Parag Paigankar
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Vice President & CEO – NBFC business |
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An experienced and qualified Corporate Finance professional, Parag has over 20 years of extensive experience in project appraisal, corporate financing, financial restructuring, credit risk and equity valuation analysis, financial services, corporate and investment banking sector. Currently he spearheads the business activities of the Group’s NBFC.
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Preeti Malhotra
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Head - Human Resources |
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A Diploma holder and gold medalist in Human Resources Management from AMA, Ahmedabad, Preeti has over 13 years of experience in the financial services & IT industry. At PL, She has been involved in designing, restructuring and successfully implementing HR policies and procedures from scratch. Currently she heads the HR function and is responsible for all the initiatives across the group including Talent acquisition, performance management, employee rewards and recognition, training & employee development amongst others.
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Rahul Jain
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Vice President and Head – Institutional Sales |
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A CA, ICWA graduate, Rahul has over 17 years of experience in the financial services industry. Following a brief stint as a Research Analyst with Network Investments, he joined PL for developing the Groups Institutional business. Currently he heads the Institutional Equity Sales business of the company.
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Rakesh Bharucha
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Group CFO |
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Rakesh is a Chartered Accountant with over 16 years of experience in handling finance, taxation, corporate taxes & law, accounts, working capital finance, loan syndication , cost control and associated fields. He has held senior level positions in Corporate Finance and Accounts across different industries. Rakesh holds a bachelor's degree in Commerce from Bombay University and is a member of the Institute of Chartered Accountants of India.
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Sandip Sabharwal
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CEO-PMS |
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An IIT(Delhi) and IIM(Bangalore) alumni with over 14 years experience in Fund Management with 11 years stint with SBI Mutual Fund & 2 ˝ years with JM Mutual Fund. He was awarded Business Standard Fund Manager of the year for 2004-05 by the Finance Minister of India- Mr. P Chidambaram. He is also a winner of 4 awards from ICRA MF Awards (associate of Moody’s Investors Service) for 2004 & managed 4 out of 5 top performing equity diversified funds in India from a universe of over 130 funds. Currently he is responsible for the PMS Business of the Group.
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Sanjeev Patni
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President and Head of Equities |
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B.E from MNIT/MREC, Jaipur and a XLRI (Jamshedpur) alumni, he also holds the Chartered Financial Analyst (CFA) Charter issued by the CFA Institute, Charlottesville, Virginia. Sanjeev has around 20 years of experience in the equity markets across the world and has held senior positions, responsible for businesses in India, Singapore and United States. Prior to his appointment, Sanjeev worked as Executive Director and Head of Institutional Equities at Centrum Broking Pvt .Ltd., where he was instrumental in building up their institutional equities business globally.
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Subrahmanian Analakkatt
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President – Operations Settlement & Risk Management |
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With over 24 years of experience, Mr. Subrahmanian Analakkatt started his career in Indian Bank, working in various banking departments mainly involving Agricultural Financing. He is a Chartered Accountant and has done his graduation Kerala University. He enjoyed a stint at NSE, where he handled the Funds and Margins Department. He joined PL in 2001, working in a wide spectrum of areas including investor service, compliance, internal audit, fund accounting, dealing in equities and equity related derivatives in secondary market and scheme operations.
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Uday Kajaria
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Company Secretary and President–Compliance. |
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He has about 28 years experience in different fields such as Company law, other corporate laws, management and administration. He heads the Compliance Department of the Company, ensuring the implementation of systems and procedures for compliance with statutory enactments. A Fellow Member of the Institute of Company Secretaries of India, New Delhi, he holds a graduate degree in Commerce from the University of Mumbai and is a qualified Chartered Accountant.
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Apurva Shah |
Dara Kalyaniwala |
Dr. Carlos Asilis |
Hitesh Sheth |
Monal Desai |
Parag Paigankar |
Preeti Malhotra |
Rahul Jain |
Rakesh Bharucha |
Sandip Sabharwal |
Sanjeev Patni |
Subrahmanian Analakkatt |
Uday Kajaria |
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