At a glance

  • Chartered FCSI
  • Years of Experience: 13 years
  • Area of Expertise: Portfolio Management
  • Asset Class Knowledge: Equities, Fixed Income, Foreign Exchange and Derivatives
  • Education: Masters/Post Graduate in Finance
  • Based in London, United Kingdom

Summary

I have a passion for financial markets and stock research, which is why I am a fund manager. I enjoy selecting the right stocks and equities with utmost care for my clients. Developing successful financial strategies for my firm and my clients brings me deep satisfaction.

The current landscape of investing is focused on a variety of customer segments. One is the everyday retail investor who is investing smaller amounts of money for retirement, education etc. Another is high wealth individuals who are looking to utilise their money in the most efficient way possible. Lastly, the institutional investor who wants to aggressively deploy capital, but also efficiently save and invest.

Technology has become crucial to investment companies around the world. In order to provide the best options for investors, technology must be used to help make a sound investment decision. Firms that do not use technology and continue to rely solely on employees to make investment decisions aren’t going to see the best returns from their portfolio and are going to be left behind. Personally, we accomplish our investment objectives by combining robust technology with balanced human judgement.

We put ourselves right at the intersection of technology and human experience to deliver better returns for our clients.

Our strategies are based on the motto of no greed, no debt, and no desire. Removing these from the investing equation will better help you achieve your long-term goals. Your gains will be substantial, and much higher than those who try to fulfil bigger goals in a shorter time period with unrealistic targets and too much risk.

Patience is a virtue. It’s also the key to both my stock selection strategies and my life; I look patiently for a great value. I strictly avoid the kind of trading you see in news reports, defined by anxiety, glory, high rollers and high stakes. That reeks of gambling rather than a calculated approach.

I think that everyone can make money from the market if they think long term. Long-term life plans are powerful, and so are long-term investment goals. I’d like to help investors understand the investor mindset instead of working from the gambler’s mindset. Everybody knows that the casino eventually wins, and the gambler’s mindset typically gets the same results in the financial markets.

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