Invest with Perspective

Mr. Sameer Narayan has over 27 years of experience in Indian equity markets, with a strong and consistent track record of alpha generation over long investment horizons. Prior to joining Aditya Birla Sun Life AMC (ABSLAMC), he served as Head – PMS at Invesco Asset Management (India) Pvt. Ltd., where he managed segregated mandates across both growth (Caterpillar) and value-oriented strategies (RISE & DAWN) He also established the Adani Family Office in September 2011. He began his buy-side career with BNP Paribas Asset Management in 2006, advising offshore mandates, and has extensive sell-side experience through his stints at SSKI, Enam Securities, and Motilal Oswal. He holds a Master in Management Studies (MMS) degree from Narsee Monjee Institute of Management Studies, Mumbai, and a Bachelor of Engineering degree with specialization in Production Engineering.

Mr. Salvin Shah has over 13 years of experience in portfolio management and equity research. His investment approach focuses on maximizing investor returns while closely monitoring portfolio risk. He has demonstrated success in identifying investment themes and stocks at an early stage, resulting in multi‑bagger outcomes for investors. Before joining ABSLAMC, he worked as Co‑Fund Manager in the PMS business at Sanctum Wealth Management and was previously associated with the equity research teams at Edelweiss Securities and Athena Investment Management. He is a Member of the Institute of Chartered Accountants of India (ICAI) and is a Commerce graduate from the University of Mumbai. <h2><strong>Roles & Responsibilities with respect to Risk Management</strong></h2> <ul class="ul-list"> <li>Manage investment risk of managed scheme(s). i.e., market risk, liquidity risk, credit risk and other scheme specific risks within approved limits</li> <li>Ensure adherence to relevant SEBI guidelines in respect of RMF and relevant principles thereunder including risk identification, risk management, reporting and corrective actions etc., SID, internal & Regulatory limits</li> <li>Ensure adherence of applicable provisions of Mutual Funds Regulations including Code of Conduct per Schedule V B</li> <li>Adhere to the risk appetite framework of the schemes to maintain appropriate risk level for schemes.</li> <li>Suggest / provide inputs on changes required to risk appetite to the CIO</li> <li>Recommend reduction/ change in the risk level of the schemes within the Potential Risk Class (PRC) with the approval of CIO </li> <li>Report identified risk, risk related events and corrective actions plans to the CIO</li> <li>Measure risks in accordance with the approved internal policy and risk metric</li> <li>Periodic analysis of bulk trades and block deals of large values</li> <li>Analysis and evaluation of ratings received from multiple credit rating agencies for securities across portfolios and take necessary actions</li> <li>Ensure disclosures made to clients are consistent with investments and holdings</li> <li>Manage and monitor investments in schemes by conducting – <ul> <li>Quantitative risk analysis</li> <li>Analysis of concentration limits</li> </ul> </li> <li>Ensure adherence to the framework for inter-scheme transfers and perform due diligence at the time of buying securities through inter-scheme transfers.</li> <li>Ensure maintenance of all relevant documents and disclosures with regard to debt and money market instruments before finalizing the deal</li> <li>Take corrective action for deviations, if required, as per the approved Delegation of Power (DoP) and escalate major risk related event to CIO.</li> <li>Responsible for daily management of investment risk of managed scheme(s) such as market Risk, liquidity Risk, credit risk and other scheme specific risks and appropriate risk reporting of any risk related event to CIO.</li> </ul> <style> .ul-list li { margin: 0 0 0 24px; text-align: left; display: list-item !important; line-height: 1.58; color: var(--color-black); LIST-STYLE-TYPE: decimal !important; } </style>