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PPFAS Mutual Fund :: About Us :: Management

Management

Neil Parikh
Chief Executive Officer and Director
Neil Parikh, Associate Director
Neil Parag Parikh is the Chief Executive Officer and Director of the Company.

He has been a part of the Capital Market for over a decade with experience across wealth management, research, Institutional desk, marketing, operations, broking, key client management to name a few.

He started his career as an intern with JM Morgan Stanley in 2003. He has been a part of Parag Parikh Financial Advisory Services Pvt. Ltd. since July 2004 in various capacities. At PPFAS Mutual Fund, apart from handling key client relationships, he is also entrusted with the fulfillment of strategic responsibilities.

Keeping with his father's, Parag Parikh's philosophy, Neil believes in Value-investing and is a strong advocate of applying behavioral finance fundamentals in investing.

Neil's academic excellence is reflected in his qualification from prestigious universities. He holds a Masters in Business Administration from IESE Business School, Spain and a BA in Economics from University of North Carolina at Chapel Hill.

He is a avid reader and a passionate golfer. He also plays several other sports for recreation.
Rajeev Thakkar
Chief Investment officer & Equity Fund Manager

Rajeev Thakkar's has over 18 years' experience in various segments of the financial markets such as investment banking, corporate finance, securities broking and fund management.

His fund management career commenced in 2003 when he was appointed the Fund Manager for PPFAS Portfolio Management Service's flagship scheme titled "Cognito". Read More...

Raj Mehta
Fund Manager - Debt

He has collectively over 4 years of experience in investment research.

He started his career with PPFAS Asset Management Pvt Ltd as an intern in 2012. Following which, he joined the company as a Research Analyst in 2013.

He is a Commerce graduate from University of Mumbai, a fellow member of Institute of Chartered Accountants of India (ICAI) and a CFA Charter Holder. He is also a certificate holder of FIMMDA-NSE Debt Market module issued by NCFM.

Raunak Onkar
Head - Research

He heads the Research department.

His prior assignments include being a Research Analyst at PPFAS Limited. He started his career at PPFAS as part of his internship during MBA.

He holds an MMS (Finance) degree from the University of Mumbai.

Priya Hariani
Compliance Officer and Company Secretary

She heads the Compliance functions of the company. While working with Sponsor company (PPFAS Pvt. Ltd.) she was handling the secretarial and compliance functions of the Portfolio Management Services.

She was previously associated with Larsen & Toubro Limited as Management Trainee. She was handling secretarial functions for the subsidiary companies of L&T. She has also handled Non-Convertible Debentures(NCD's) Issue while she was doing her specialized training from L&T Financial Services.

She is a Commerce graduate from Mumbai University. She is an associate member of The Institute of Company Secretaries of India (ICSI) and she is a Law graduate from Mumbai University.

Shashi Kataria
Head - Accounts and Taxation

He is the Head - Accounts & Taxation. He is responsible for taking care of day for day accounting & ensuring statutory compliance of various government dues. He is also responsible for preparing yearly financial statements of the PPFAS Asset Management Private Limited & getting the books of accounts audited ,signed & approved by statutory auditors as well as directors.

He was previously associated with DSP Blackrock Investment Managers Private Limited as an Manager Finance. He had also worked on assignment basis in various companies like Cargotec India Private Limited, Redbull India Private Limited, UTV Software Limited, UCB Pharmaceuticals Limted , Cravatex Limited while he was associated with Ganesh Jagadeesh & Co., Chartered Accountants.

He is commerce graduate from Mumbai University & an fellow member of Institute of Chartered Accountants of India (ICAI).

Raju Shelat
Head - Operations

He is the head-operations of PPFAS Asset Management Pvt. Ltd.

Prior to that, he was working with Parag Parikh Financial Advisory Services Pvt. Ltd. as VP-PMS Operations and was in charge of handling PMS operations and compliance since 2004.

He is a commerce graduate. He started his career as an accountant with Bhagwati Associates Pvt. Ltd. in 1988 and was employed there for 2 years. His previous stints include in the companies such as Starwin Textile Mills Pvt. Ltd., GTC Industries Ltd. and Batliboi Ltd.

Jayant Pai
Head - Marketing

He heads the online and offline marketing functions besides serving as one of the official media spokespersons for PPFAS AMC. He also functioned in a similar profile at PPFAS Ltd.

His prior assignments include stints in Institutional Equity Sales at HSBC InvestDirect Securities Ltd. and Tower Capital and as a Knowledge Manager at Financial Planning Standards Board of India (FPSB India).

He is a Certified Financial Planner (CFPCM) Certificant and also holds a Diploma in Securities Law from the Government Law College, Mumbai

Aalok Mehta
Head - Investor Relations

He heads the Investor Relations unit. He and his team's responsibilities include advising clients, solving their queries and redressing their grievances. He played a similar role at PPFAS Limited, wherein he leveraged seven years of experience to add value to clients.

Over the years, he has worked in wealth management and investor relations in organisations such as DSP Merrill Lynch (now DSP Blackrock), IL&FS Mutual Fund, Excel Funds (in Canada) and Emkay Global.

He holds a M.Com degree and an M.B.A from York University, Canada.

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