Ms. Swati Kulkarni is Executive Vice President and Fund Manager – Equity 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. Ms. Swati holds CFA charter conferred by CFA Institute, USA. She is also a Certified Associate of Indian Institute of Bankers (CAIIB - UTI). Swati has professional experience of 27 years of which for the last 26 years she has been with UTI AMC. She has been designated as 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 with Reliance Industries Ltd was 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 Sudhir Agrawal is Executive Vice President & Fund Manager – Fixed Income at UTI AMC Ltd. He joined UTI AMC in 2009 after 4 years of experience. He is a CFA Charter holder from The CFA Institute, USA. He also holds a Post Graduate Diploma in Management and a Masters in Commerce. He has previously worked with CARE (Credit Analysis and Research Ltd.), Transparent Value LLC and Tata Asset Management Company Ltd in different roles. He is Fund Manager managing various debt schemes.
Mr Ajay Tyagi is Executive Vice President & Fund Manager – Equity at UTI AMC Ltd. He is a CFA Charter holder from The CFA Institute, USA and also holds a Masters degree in Finance from Delhi University. Ajay joined UTI in the year 2000 and has been working in the equity research and fund management functions since then. He is presently managing few domestic mutual fund schemes He is also acting as an Investment Advisor to a few India dedicated offshore funds. Prior to being designated as a Fund Manager he has worked as an Assistant Fund Manager in the Offshore Funds division.
Mr. Sachin Trivedi is Senior Vice President and designated as Head of Research & Fund Manager, Equity at UTI AMC Ltd. He 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 16 years experience in research and portfolio management. In research he has specialized in Auto OEM, Utilities, Capital Goods and Logistics.
Mr Amit Premchandani is Senior Vice President & Fund Manager – Equity. He holds PGDM from IIM Indore and CFA charter from CFA Institute, USA. He has completed CA from ICAI. He graduated in Bachelor of Commerce in 2001 from Heramba Chandra College, Kolkata. Amit joined UTI AMC in 2009 as Senior Research Analyst and has covered Banks, NBFCs, telecom and cement in his research role. In addition, he took up portfolio responsibilities in June 2014. He has over 13 years of experience. He began his career in April 2003, after completing his CA, he joined Peerless Finance as a research analyst in the equity team. Post MBA, he joined JP Morgan in 2006, where he covered the Banking/Financial sector initially in the Global Research Centre and later moved to cover Indian Financials in JP Morgan, India. In April 2008, he joined Deutsche Securities in the role of an Associate Analyst covering Financials.
Mr. Sunil Patil is Executive Vice President & Fund Manager – Debt. He joined UTI AMC in October 1989. He has overall 28 years of experience in Primary Market Investment / Dealing and Fund Management.
Mr. Amit Sharma is Vice President & Fund Manager – Debt. He joined UTI in 2008. He has worked in Department of Fund Accounts. He has been associated with the Dept. of Fund Management for the past 4 years.
Mr. Sanjay Dongre is Executive Vice President and Sr Fund Manager – Equity at UTI AMC Ltd. He is a B.E. (Instrumentation) graduate from College of Engineering and a PGDM from IIM Calcutta. He has been with 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. In July 2000, he joined Equity fund management team and is currently working as Sr Fund Manager, Equity.
Mr. Lalit Nambiar is Executive Vice President and Fund Manager (Equity). 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 joined UTI AMC Limited in Dec 2006 as a Vice President in Securities Research; he took up portfolio responsibilities in July 2007. In September 2008, he took up the role of Head of Research, in addition to his portfolio responsibilities. He led UTIMF's equity research team for nearly a decade, before moving in to the role of a dedicated portfolio manager in April 2017. Lalit 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 later 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.
Mr. Kausik Basu is Executive Vice President & Fund Manager – Equity at UTI AMC Ltd. He 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 an Associate Member of The Institute of Cost Accountants of India. Kausik has an overall experience of 32 years including 18 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 was associated with the Kolkata Regional Office from August 1984 to March 1999 and with Department of Dealing as Dealer from April 1999 to August 2005. He has worked as Assistant Fund Manager for Equity Schemes like UTI- Opportunity Funds, UTI- Wealth Builder Fund etc.
Mr. V. Srivatsa is an Executive Vice President & Fund Manager –Equity at UTI AMC Ltd. He is a B.Com graduate, C.A., C.W.A. and has a PGDM from IIM, Indore. He has been with UTI AMC since 2002. Prior to joining UTI he has worked with Ford, Rhodes Parks & Co., Chartered Accountants for 2 years and as Officer-Audit in Madras Cements Ltd. He started in UTI AMC in the Department of securities research covering varied sectors such as Information Technology, Capital goods and metals. He was promoted as fund manager offshore in December 2005 after a three year stint in the DOSR. He was given additional responsibilities of equity portion of hybrid funds in October 2009. He reports to the Head - Equities for both the domestic & hybrid equity schemes.
Mr. Sharwan Kumar Goyal is Vice President & Fund Manager – Equity. He is a CFA Charter holder from CFA Institute, USA and also holds a Post-graduate degree in Management (MMS) from Welingkar Institute of Management Development & Research, Mumbai. He began his career with UTI in June 2006 and has over 11 years of experience in Risk Management, Equity Research and Portfolio Analysis. Presently he is working as Fund Manager for Overseas Investments.
Mr. Ritesh Nambiar is Senior Vice President & Fund Manager for UTI Income Opportunities Fund and a Co-Fund Manager for UTI Floating Rate Fund and UTI Medium Term. He is also a senior member of the credit research team for the BFSI sector. He has been in UTI AMC since last 9 ½ years. Prior to joining UTI AMC, he had 3 years experience in fixed income research, fixed income valuation/ index creation and global fixed income futures spread trading in CRISIL Research and TransMarket Group respectively. Ritesh Nambiar is a CFA Charterholder and a Financial Risk Manager (FRM) from CFA Institute and GARP. He is done graduation (BMS Finance) and post-graduation (MMS Finance) in Management Studies from Mumbai University.
Mr. Ritesh Rathod is Vice President & Fund Manager – Equity. He began his career in June 2006 with UTI AMC as research analyst. He has 11 years experience in securities research. Presently, he is associated with Fund Management Dept. as Co-Fund Manager. Ritesh holds a Bachelor’s degree in Commerce from K. J. Somaiya College of Science and Commerce, University of Mumbai and holds an MBA from Narsee Monjee Institute of Management Studies, Mumbai. Ritesh has also earned the CFA charter awarded by the CFA Institute, USA. He is also a Certified Financial Risk Manager (GARP, USA).