Portfolio Management: The Art of Creating Wealth…!!

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process of portfolio management

Warren Buffet once said, 

 “The rich guy invests in time and the poor one invests in money “.  

Timing is one of the crucial factors in making any decision. Common wisdom tells us that a decision taken at the right time always bear great result especially if it involves money. So, whatever be your financial goals in life, there is nothing better to fulfil it rather than investing. Investing provides you the opportunity to take the benefit from the market inefficiency. Many times, investors do fear before investing, either due to lack of experience or proper knowledge about the market condition. In such a situation, it’s better to take the help of the Portfolio Management Services.  

Portfolio Management is a science of making decisions about investment, matching investments to objectives, asset allocation for individuals and institutions and balancing risk versus performance. There are various processes involved in the portfolio Management such as an investment policy statement, strategic asset allocation, tactical asset allocation, security selection, implementation- trading and rebalancing as well as performance and risk measurement. In all these things, the role of a portfolio manager becomes quite important. A portfolio manager is the one who helps an individual invest in the best available investment plans for guaranteed returns. He is responsible for all types of investment decision and help investors to allocate their funds appropriately and grow their net-worth over a period. A portfolio manager is responsible for designing a customized investment solution for the client. He usually sees a group of financial analysts to produce reports and recommendations about investing. Let’s look at the list of top 10 Portfolio Manager in India by the Morning star: 

  • Neelesh Surana: 

Mr Surana is the CIO (Chief Investment Officer) of Mirae Asset Global Investment Pvt. Ltd. Previously, he was responsible for managing the firm’s existing equity funds and providing research support for the global outlook.  His funds have outperformed most of their rivals to stay atop every year.   

  • Harsha Upadhyaya

He heads the equity management team at Kotak AMC and is responsible for managing the Kotak opportunities and Kotak select Focus Funds. Previously, he was associated with DSP BlackRock, UTI Asset Management, and Reliance Group.   

  • Sohini Andani: 

She is the fund manager at SBI Funds Management Private Limited. She has more than one and half decade of experience in the field of financial services. Previously, she was associated with ING Investment Private Ltd, LKP Shares & Securities Ltd.   

  • Sailesh Raj Bhan:  

He is the deputy chief investment officer of equity investments and Equity Fund Manager at Reliance Nippon Life Asset Management Limited. He diversifies equity schemes at the firm. Under his leadership, the fund has provided consistent returns to the investor. Previously, he was associated with ICFAI securities and Shah.   

  • Mahesh Patil:  

He serves as Co- Chief Investment officer at Aditya Birla Sun Life AMC Limited. His profile in the firm has risen from the fund manager to head of equity. He has vast experience in the investment management, especially in equity research and corporate finance. Previously, he was associated with Motilal Oswal Securities Ltd and Parag Parikh Financial Advisory.  

  • Jinesh Gopani:  

He is the fund manager at the Axis Asset management company limited. His association with the company is close to one decade. He has more than one and half decade of experience in the field of capital market. Previously, he was associated with Voyager India Capital Private Limited and Emkay share & Stockbroker Ltd.   

  • Rajeev Thakkar:  

He is the Director of PPFAS as well as possess more than one and half decade of experience in the investment banking, corporate finance, securities broking and managing client investment in equities.   

  • Ajay Garg 

He is associated with Aditya Birla Sun Life Mutual Fund as well as more than 15 years of experience working in financial services. He mainly invests in companies with long term capital growth.  

  • Mrinal Singh:  

He is currently working as the deputy chief investment officer of equity at ICICI Prudential Asset Management Company. Previously, he was associated with Wipro and Robert Bosch Motor Industries.   

  • S.N. Lahiri:  

He serves as CEO of L&T Finance Holding Ltd. Previously, he used to manage L&T Equity funds and the L&T Tax advantage Fund and L&T Dynamic Equity Fund.  


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*Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.

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