Ms. Swati Kulkarni
Swati Kulkarni is Executive Vice President and Fund Manager – Equities at UTI AMC Ltd.
After her graduation in Commerce, she went on to earn her Masters in Financial Management from Narsee Monjee Institute of Management Studies from University of Mumbai, where she also distinguished herself as a rank holder. Swati holds CFA charter conferred by CFA Institute, USA. She is also a Certified Associate of Indian Institute of Bankers (CAIIB).
Swati has professional experience of 20 years of which last 19 years has been with UTI AMC. She has been a Fund Manager since 2004. Earlier she was part of the Fund Management team involved in analyzing companies across sectors, while assisting the Fund Managers. She has handled Mutual Fund Research, Market Research, Product Reviews and Quantitative Analysis as part of the Research and Planning team at UTI. Her previous assignment was with Reliance Industries Ltd in the Financial Planning Cell.
Swati was recognized among the top three India's Best Fund Managers in Equity category by Outlook Money in 2010.
Mr. Sanjay Ramdas Dongre
Mr. Sanjay Dongre is a B.E. (Instrumentation) graduate from College of Engineering and a PGDM from IIM Calcutta. He has been in UTI AMC since 1994. He started as a Debt analyst acting as a support service for fund management activity. He also worked as Equity Research analyst covering wide range of corporate and industries. Subsequently he worked as Equity Dealer, which involved handling all the activities relating to secondary equity market operations. Prior to joining UTI he has worked with Reliance Petrochemicals Ltd. as an officer in-charge of the Instrumentation Department. He is presently working as a Senior Fund Manager.
Mr. Lalit Nambiar
Lalit is Senior Vice President and Fund Manager(Equities). In addition to managing the equity portfolios assigned to him, Lalit also leads the equity research initiative in the mutual fund business in the capacity of Head (Research). He is a commerce graduate from Narsee Monjee College of Commerce, Mumbai and holds a post-graduate degree in management (MMS) from Sydenham Institute of Management, Mumbai University. He also holds a CFA charter awarded to him in 2005 by the CFA Institute, USA.
He began his career in June 1994, with IIT InvesTrust Limited, where, after a brief stint in investment banking, he joined their equity research team and eventually covered Banks and Consumer Staples. He joined UTI Securities Limited in 1999, where he added the Healthcare sector to his research repertoire. In Jan'04, he joined SBI Capital Markets Limited in the role of a senior analyst, covering multiple sectors while also helping mentor a team of analysts. Lalit joined UTI AMC Limited in Dec'06 as a Vice President in Securities Research. He took up portfolio responsibilities in July'07.
Mr. Kaushik Basu
Kaushik is a B.Com graduate from Kolkata (Calcutta) University and holds a graduate degree in law (LLB) from Kolkata (Calcutta) University. He has also completed CS (Int) and CAIIB – Part I. He is also a Member of Cost and Works Accountant of India.
Kaushik has an overall experience of 26 years including 12 years in the domestic Equity Capital markets. He in his earlier days has worked in the areas of Accounts and Money Market of erstwhile Unit Trust of India. He has worked as Equity Dealer for UTI and UTI AMC for 4 years. He has worked as Assistant Fund Manager for Equity Schemes like UTI- Opportunity Funds, UTI- Wealth Builder Funds, etc as well as the Senior Research Analyst covering sectors like Metal, Cement and Retail. Presently he is the Fund Manager of UTI CCPAF, UTI Spread Fund, UTI Nifty Index, UTI Master Index and UTI SUNDER and also responsible for equity research for the Metal and Cement sectors.
Mr. Sachin Dinesh Trivedi
Sachin is a B.com graduate from Narsee Monjee College of Commerce, Mumbai and holds a post-graduate degree in management (MMS) from the K. J. Somaiya Institute of Management Studies & Research, Mumbai University. He also holds a CFA charter since 2004 conferred on him by the CFA Institute, USA.
He began his career in June 2001, with UTI. Sachin has six years experience in research and portfolio management. In research he has specialized in Utilities, Capital Goods and Sugar sectors. In addition to his current responsibilities he also holds portfolio responsibility and is the Co – Fund Manager – UTI Energy Fund.
Mr. Daylynn Pinto
Daylynn Pinto is a Senior Vice President of UTI Asset Management Company Limited. He is currently the Fund Manager of UTI Transportation and Logistics Fund and continues his role as senior research analyst in the Domestic Equity Division of UTI Asset Management Company Limited, covering auto and auto ancillaries, construction, infrastructure developers (ex power), shipping and logistics sectors respectively. He is also a member of the Investment Advisory Committee of UTI Infrastructure Fund. Daylynn joined the firm in 2004 after earning a Bachelor's degree in commerce from Sydenham College of Commerce and Economics at the University of Mumbai and a Post graduate diploma in management from the T.A. Pai Management Institute (TAPMI) Manipal.