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Ms. Swati Kulkarni

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 33 years of which for the last 25 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. Sanjay Ramdas Dongre

Mr. Sanjay Ramdas Dongre

Mr. Sanjay Dongre is Executive Vice President and 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. He is presently working as a Senior Fund Manager.

Mr. Lalit Nambiar

Mr. Lalit Nambiar

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 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

Mr. Kaushik Basu

Kausik Basu is Executive Vice President & Fund Manager – Equity at UTI AMC Ltd.

He is also responsible for equity research for the Metal & Cement Sector. 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 Member of Cost and Works Accountant of India. Kausik 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.

Mr. Sachin Dinesh Trivedi

Mr. Sachin Dinesh Trivedi

Sachin Trivedi is Senior Vice President & Co-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 Utilities, Capital Goods and Sugar sectors.

Mr. Amandeep Chopra

Mr. Amandeep Chopra

Mr. Amandeep Singh Chopra is Group President & Head – Fixed Income at UTI AMC Ltd. He is a graduate from St. Stephens College, Delhi and an MBA from FMS, Delhi. Prior to joining UTI he has worked with Aaina Exports Ltd. as a production co-ordinator and at Stenay Ltd. as a Quality Control Inspector. He has been with UTI AMC since 1994 and has been responsible for increasing the asset value in some of the select funds. He has achieved CPR1 and CPR2 ranking for several funds as a Fund Manager. Three of his funds namely UTI Liquid Cash Plan, UTI liquid Cash Plan-Institutional and UTI Bond Fund has been awarded CNBC TV-18 Crisil Mutual Award.

Mr. Manish Joshi

Mr. Manish Joshi is Executive Vice President & Fund Manager – PMS at UTI AMC Ltd. He joined UTI AMC in February 1997 and has over 20 years of experience. He is a Post Graduate in Science and has completed his Masters in Financial Management. He has worked in the area of International Finance, Dealing and Funds Management. Currently, he has been designated as Fund Manager for Liquid and Debt Funds.

Mr. Sudhir Agrawal

Mr Sudhir Agrawal is Executive Vice President & Fund Manager – Fixed Income at UTI AMC Ltd. He joined UTI AMC in 2009 after 8 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

Mr. Ajay Tyagi

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 funds for private clients like Offshore funds, HNIs, Institutions, Trusts etc. 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. Ranjan Kumar Biswal

Mr. Ranjan Kumar Biswal

Mr Ranjan Biswal is Executive Vice President & Fund Manager – PMS at UTI AMC Ltd.

He is a post graduate in Business Economics from University of Delhi and Master in Financial Management from University of Mumbai. Mr Biswal joined UTI AMC Ltd in 1986. He has over 31 years of experience working in UTI AMC Ltd. Before joining UTI he has worked in Management Development Institute as Member Research Staff for 2 years. He later joined Chemprojects, New Delhi as Market Research Executive. During his tenure in UTI AMC he has worked in Finance & Investments , Dept of Internal Audit, Vigilance Cell, Dept of Dealing, Dept of Fund Management , Dept of Investment Monitoring.

Ms. Shilpita Guha

Ms. Shilpita Guha

Ms. Silpita Guha is Executive Vice President & Fund Manager - Offshore Equity at UTI AMC Ltd. She is an Economics graduate, M. Sc. (Economics) and an MBA. She has been with UTI AMC since 1989.

Mr. V. Srivatsa

Mr. V. Srivatsa

Mr. V. Srivatsa is an Executive Vice President & Fund Manager – Offshore 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..

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