Customised Portfolio Approach 3

He has headed the India businesses for global asset managers such as Alliance Capital, ABN AMRO and BNP Paribas. During some of these stints, Nikhil served on the Indian Boards of these firms whilst also actively contributing as a member of their Asian Management teams. He has also served on the Board of Directors of the Association of Mutual Funds in India (AMFI).

Monalisa is the Chief Business Officer at Trivantage Capital. She has 17 years of extensive experience in asset management. In her last assignment, she was the Head – Sales and Marketing at BNP Paribas Asset Management, India.

In his last stint, Shridhar was the Head – Fund Operations & Information Technology at BNP Paribas Asset Management, India. He managed client transaction processing operations and was responsible for ensuring a seamless investment experience for retail, High Networth and institutional clients.

Aahan has cleared all three levels of the CFA Program (CFA Institute, USA) and holds a specialized degree in finance from NMIMS, Mumbai.

Harsh is a finance professional with a strong academic foundation and a disciplined, research-oriented approach to capital markets. He has cleared all three levels of the CFA Program and ranked in the top decile in both Level I and Level II.

Avadhoot brings over five years of experience in fundamental, bottom-up equity research across India’s small and mid-cap universe. Before joining Trivantage, he was part of the investment team at Bryanston Investments (Pidilite Family Office), where he focused on a concentrated portfolio of quality-growth businesses across sectors such as manufacturing, packaging, diagnostics, and consumer industries.

Prior to joining Trivantage Capital, Ashish was the Senior Manager – Operations at Kotak Mahindra Bank (Wealth Management). In his previous stints, Ashish has worked with leading players in the industry such as ASK Investment Managers where he was a key member of their operations team and Kotak Securities as a member of their Treasury and PMS operations team.