HDFC - All Cap Portfolio - DPMS

"-25+ years of experience in Equity E4; Managed discretionary Equity portfolio's having Concentrated portfolio strategies, Multi-cap, Small-cap and Thematic portfolios.Good understanding of different portfolio management strategies for balancing risk and liquidity.Witnessed different market cycles + knowledge of global and technical factors affecting capital markets. Prior to joining HDFC AMC he was at Kotak Mahindra Asset Management or over 7+ years; Fund Manager, Alternative Assets i.e Discretionary Equity Portfolio’s and AIF CAT-3 strategy.Has a strong Research Analyst career of 18+ years. Worked with Global Research firms like UBS, Citigroup for 10-yrs covering variety of sectors and Investment Banking mandates.Has been a voted equity analyst in Asia Money & Asia Institutional Investor Surveys. Interacted with Global emerging market investors and Specialist’s Inst. investors in US, Europe and Asia.Qualification :-Ashish is a Chartered Accountant (CA) and also holds Masters in Financial Management from Jamnalal Bajaj Institute of Management Studies, Mumbai.Passionate about Equity investing and likes reading on Global developments impacting on Equity markets "

• Mitul Patel has an overall experience of 17 years across areas of Equity Research, Fund Management, Private Equity Advisory and Investment banking. • Prior to joining HDFC AMC, Mitul managed the flagship PMS & AIF funds at IIFL Asset Management (now 360 One Asset Management). • These included the IIFL Multicap & Multicap Advantage PMS as well as the IIFL Multi-Strategy AIF fund. • Along with the fund management responsibilities he was also Head of Research for listed equities and was responsible for generating investment ideas across sectors and market capitalizations. • Before joining IIFL AMC, Mitul spent 7 years with Laburnum capital, a boutique investment management firm. • He has also worked with Avendus Capital and JP Morgan Chase India

Over 17 years of experience across the financial services industry.

Expertise in Equity Research, Fund Management, Private Equity Advisory, and Investment Banking.