Vishal Gajwani - Portfolio Manager – PMS Investment
With over 9 years of experience in equity research and portfolio management, Vishal has extensive experience of researching companies across sectors and market capitalizations. Prior to this assignment he was a part of Reliance Portfolio Management Services (a part of Reliance Capital Asset Management Ltd), where he was designated as an Assistant Fund Manager and was responsible for managing equity portfolios
He is a Gold Medalist Chartered Accountant (ICAI, India) and holds a Masters degree in Commerce from M. S. University of Baroda. Vishal received 4 Gold Medals, including the Chancellor's Gold Medal, for topping the Master of Commerce Exams. Vishal is also a CFA charter holder from the CFA Institute (The Global Association of Investment Professionals), USA
Natasha Lulla - Portfolio Manager – PMS Investments
Over 8 years of experience in equity research and fund management. Prior to joining Birla Sun Life PMS, she was working with Goldman Sachs as an equity analyst covering India Materials sector. In her earlier stint at Goldman, she was doing Portfolio Strategy for ASEAN regions and also covered Singapore Real Estate.
She holds a Masters in Business Administration (Finance Major) from Management Development Institute, Gurgaon and was the Gold Medallist for each of the two years. She was also awarded a Gold Medal for achieving 1st rank in the Finance stream. She has done her graduation in Economics from Lady Shri Ram College, New Delhi and graduated amongst the top 1% in Delhi University.
Sunil Kamath - Dealer – PMS Investment
Sunil has 26 years of experience in the Capital Markets. Prior to joining Birla Sun Life Portfolio Management Services in 2010, he was associated with M/s. Ford Rhodes Parks & Co., CA in 1989 as Audit Assistant, moved on to Canbank Financial Services in 1990 as executive and then to ITC Classic Finance Ltd. as Assistant Manager - Investment Banking in 1994. He joined Abu Dhabi Commercial Bank as a Team Leader to set up NRI Portfolio Management and Depository Services and served there for a period of 10 years. He has completed his PGDBA - Finance from Welingkar Institute of Management Development and Research. He has also completed a Comprehensive programme on Capital Markets conducted jointly by Mumbai University and JBIMS.