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Year: 2025

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February 2025* : Top Five again, 48th consecutive month of top decile performance ** Upside capture *** 107%, Downside capture ***57%

* Period ending 28th February, 2025  ** Among multicap PMSes reporting to PMS Bazaar for five year period *** Five year Period The Indian equity market has witnessed a sharp decline since the beginning of this calendar year, with the downward trend continuing through the end of February. In February, the benchmark S&P BSE 500 …

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January 2025* : Top Five again, 47th consecutive month of top decile performance ** Upside capture *** 107%, Downside capture *** 52%

* Period ending 31st January, 2025  ** Among multicap PMSes reporting to PMS Bazaar for five year period *** Five year Period  The Indian equity Market has experienced a sharp decline from the start of this calendar year and continues to be that way at time of this writing. In the month of January, the …

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December 2024* : Concluded CY24* with a notable alpha of 6.3%**, 46th consecutive month of top decile performance *** Upside capture **** 108%, Downside capture **** 49%

 * Period ending 31st December, 2024     ** Post Fees and Expenses  *** Among multicap PMSes reporting to PMS Bazaar  for five year period **** Five year Period  In the month of December, the benchmark S&P BSE 500 TRI was down by 1.5%.  Against that, Sameeksha PMS (Portfolio Management Service = Separately Managed Accounts) …

Among The Most Successful Professionals In Equities; Rated The #1 Technology Sector Analyst In Institutional Investors Polls For A Decade. Highly Respected Among Peers For His Path-Breaking Work And Thought Leadership. Rose From An Associate To Managing Director Within A Span Of Six Years In The Investment Banking Industry

Twenty Years Of Experience Building Top Research Franchises: Seven Years As Managing Director And The Global Head Of Technology At JP Morgan, Six Years As Director And Head Of Asia Pacific Technology At Credit Suisse And Five Years As Founder Of Equirus SecuritiesTrack Record Of Innovation And Excellence In Equity Research

Anchored The Rise Of Credit Suisse  From An Unknown Name In Asian Equities To A Number One Ranked Firm In Asian Equities; Head Of Asia Pacific Tech Research

Credited For Building Top Ranked Global As Well As Asian Tech Research Practice At JP Morgan As MD And Global Head Of Tech Research; Made Defining Contribution To Enable JPMorgan To Move From An Also-Ran Player To A Top Global Name In Equity Research

Built A Very Profitable And Award Winning Indian Equity Business At Equirus From Scratch On A Tiny Budget; Achieved Number Two Ranking In Asia For Idea Performance

Impeccable Track Record Of Identifying True Long Term Winners Ahead Of Others Including Samsung Electronics, TSMC, Infosys And TCS And Guiding Investors To Stay Clear Of Laggards Such As UMC And SMIC Years Ahead Of Consensus.

Mind Of An Engineer, Worked In A Team That Designed The World’s Fastest Microprocessor With A Manta “Paranoia Is The Safest Frame Of Mind”. Awarded Two US Patents.

Work Experience Of Designing The World’s Fastest Microprocessors Based On Cutting Edge Technology For Which He Jointly Holds Two US Patents

Best In Class Business Education From The World Renowned Business School: Double Major In Economics And Finance, Beta Gamma Sigma Cum Laude From The University Of Chicago Booth. Excelled In Studies Under World Renowned Faculty Such As Dr. Raghuram Rajan, Former Governor Of The Reserve Bank Of India