Athena Alternative Investments Trust — Athena Investments | wisefolio

Athena Alternative Investments Trust

Investment Simplified. Turning Opportunities into Powerful Strategies.

IN/AIF3/22-23/1166Cat III

Complex or leveraged strategies — long-short, hedge-fund-style and quant funds. Often open-ended, within SEBI leverage limits.

Overview

About

Athena Alternative Investments Trust (SEBI Reg. IN/AIF3/22-23/1166) is a Category III AIF managed by Trust-Plutus Wealth (India) Private Limited — the asset management arm of TRUST Group, India's leading institutionalised multi-line, multi-asset financial services platform spanning investment banking, capital market services, wealth management, asset management, and advisory. The AIF brand operates under the name 'Athena Investments', headquartered at 1101, C-31, Naman Centre, Bandra Kurla Complex, Bandra East, Mumbai 400051 (contact: +91 22 6274 6000 | investorrelations@prajana-alternatives.com). The fund family includes three Cat III AIF schemes — the Athena Absolute Return Fund (long/short, covered options, special situations, and fixed income), the Athena Enhanced Equity Scheme (concentrated core portfolio with tactical options overlay for alpha generation), and the Athena Stock Convertible Scheme (stock selection plus premium generation for consistent low-volatility returns) — alongside two PMS strategies managed by the sibling entity Prajana Advisors Private Limited.

Investment Philosophy

Athena Investments' philosophy is rooted in 'Simplicity — The Rarest Quality': a clear, straightforward investment approach built on transparency, precision, and discipline. The firm believes that simplicity in investment is both rare and powerful, and commits to eliminating unnecessary jargon, maintaining a transparent fee structure, and delivering risk-adjusted returns that outperform broad benchmarks. The three-tier audit system (including a Big Four firm), rigorous regulatory adherence, and trusted third-party custodians and transfer agents reflect a governance-first posture. For the Cat III AIF, the multi-strategy approach combines long/short equity, covered options writing, special situations, and fixed income to generate consistent absolute returns across market cycles — balancing capital growth with robust downside management.

Team— 11

Gurpreet S Arora

SVP – Senior Fund Manager, Athena Investments

18+ years of multi-cycle experience in active fund management and equity research. Most recently at Aviva Life Insurance India (2019–2024) independently managing equity portfolios across PSU, Infrastructure, and Hybrid funds. Prior experience in corporate treasury, family office, and PMS environments. Specialises in bottom-up stock picking, thematic research, and portfolio management. PGDM (Finance & Insurance/Banking), MSRIM Bangalore; PG Diploma in Securities Law, GLC Mumbai.

Kaizad Hozdar

Fund Manager, Athena Investments

17 years of experience in equity research, advisory, and portfolio management. Previously at Waterfield Advisors, BNP Paribas Wealth, Barclays Wealth, and Kotak Securities. MBA Finance, Pune University; Chartered Accountant.

Dishank Kothari

Fund Manager, Athena Investments

8 years in financial services with specialisation in derivatives trading and technical analysis. Chartered Accountant; CFA Level 2.

Sameer Kaul

CEO, Athena Investments

27+ years of experience in operations, mortgages, retail banking, private banking, and wealth management. Spent over two decades at Citigroup: NRI Operations (1995), Investment Products Manager (1997–2000), Insurance Distribution (2000–2005), Mortgage Business Manager (2005–2007), Head of Branch Banking Business in India (2007–2012), Head of Citi Private Banking in India (2012–2018). B.A. Economics, University of Delhi (1991); MBA Finance, University of Illinois at Urbana-Champaign (1995).

Chetan Pandya

Managing Director & Principal Officer, Prajana Advisors Private Limited (PMS)

25+ years in investments and banking across Investment Advisory, Institutional Sales, Product Strategy, and Asset Allocation. Previously at RBS, Motilal Oswal, Kotak Bank, and ICICI Bank. Leading the Advisory practice at TrustPlutus since 2014, serving families, family offices, and enterprises. Developed AVID — a proprietary framework integrating Analytics, Visualization, Insights, and Decisions. Ranked Top 3 Financial Planners in Asia by Planplus (2016). MBA Finance; Certified Financial Risk Manager (GARP, New York).

Registration

SEBI Registration

SEBI-registered

Reg. NumberIN/AIF3/22-23/1166

VintageNov 2022 · 3 yrs old

Valid ToPerpetual

Contact PersonVineet Bagri

Address109 110 Balarama 1st Floor Village Parigkhari, Bandra Kurla Complex Bandra East, Mumbai, Maharashtra, 400051

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Disclaimer

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