Our Management team comprises eminent personalities with varied experience, details are as given below:
Mr. Bhanu Katoch
Chief Executive Officer.
Equity Fund Managers
He has 12 years of experience in equity research and fund management. His last assignment was as Fund Manager with Lotus India Asset Management Company Pvt. Ltd. Prior to that, for more than 2 years, he was with SBI Funds Management Pvt. Ltd. as a Junior Fund Manager. He started his career on the broking side as an equity analyst and has worked with firms like Jet Age Securities and Sushil Finance Consultants for almost 2 years. He manages the JM Arbitrage Advantage Fund, JM Basic Fund, and JM Core 11 Fund.
He has more than 14 years of experience in fund management and equity research. In his last assignment, he was working as a Fund Manager with Lotus India AMC. Prior to this, he has worked SBI Funds Management as a Fund Manager. He started his career on the broking side in equity research and has worked with firms like SMIFS Securities and IDBI Capital Markets for 4 years. He is the Fund Manager for JM Arbitrage Advantage Fund, JM Equity Fund, JM Multi Strategy Fund, JM Tax Gain Fund, and JM Balanced Fund.
Mr. Chaitanya Choksi has around 11 years of work experience in the field of equity research and capital markets. Mr. Choksi is associated with JM Financial Asset Management Limited since 2008. Prior to joining the AMC, he has worked with Lotus AMC, Chanrai Finance Private Limited, IL &FS Investsmart and UTI Investment Advisory Services Ltd. He is the Fund Manager for JM Arbitrage Advantage Fund, JM Core 11 Fund, JM Tax Gain Fund and JM Equity Fund.
Debt Fund Managers
She has over 14 years of experience in the financial services sector. She has been with the Fund for 14 years and is responsible for managing JM High Liquidity Fund, JM MIP Fund, JM Floater Long Term Fund and JM Floater Short Term Fund.
He has 10 years of work experience in fixed income market and has worked with Centrum Capital, Stratcap Securities and SPA Securities. In his earlier assignments, he was responsible for origination and placement of short term / long term bonds. He is responsible for managing the JM Money Manager Fund - Regular Plan, JM Money Manager - Super Plan, JM Money Manager - Super Plus Plan, JM Short Term Fund, JM Income Fund, JM G-Sec Fund and various series of JM Fixed Maturity Funds.
Head Of Departments
He has over 33 years of work experience of which 28 years have been in the Mutual Fund industry in the fields of Investor Services, Banking & Settlement operations, Sales promotions, Marketing & publicity and Investment Monitoring & NPA Recoveries, Merger & Acquisitions, Demerger & Hiving – off, Rescheduling & Financial Restructuring, DRT & BIFR cases etc. and 5 years with Canara Bank in various areas of operations including Branch Banking, Loans & Advances, Foreign Exchange, Inspection (Internal Audit), HRD, etc. Prior to the current assignment, he was with UTI Asset Management Private Limited (formerly known as Unit Trust of India) and had handled various projects including the PAN Card project for Central Board of Direct Taxes in UTI Technology Services Ltd. at the time of initial setting up and launch of the Project in more than 512 locations across India.
Compliance Officer JM Financial Trustee Company Private Limited She has 22 years of work experience and started her career with the investment banking division of JM Financial & Investment Consultancy Services Pvt. Ltd (JM FICS). She was part of the Compliance team at JM FICS and later moved to the Compliance Department of JM Morgan Stanley Pvt. Ltd. She joined JM Financial Asset Management Limited in 2004 and has been handling the legal, compliance and secretarial functions and is currently responsible to the Trustees for the Compliance function. She is also the Principal Officer for JM Financial Mutual Fund under Prevention of Money Laundering Act, 2002. She has also been designated as the compliance officer under the SEBI (Portfolio Manager) Regulations, 1993.
He has over 30 years of work experience with the JM Financial Group. Prior to moving to JM AMC, he was with JM Morgan Stanley Fixed Income Securities Pvt. Ltd. as Head of Finance and operations for about 4 years. Prior to that, he was part of the Finance & Accounts team at JM Morgan Stanley Pvt. Ltd. (Investment Banking Arm) for about 4 years and with JM Financial & Investment Consultancy Services Pvt. Ltd. for about 15 years, overseeing the integral part of finance functions.
Mr. Aket Dingal has more than 10 years of experience in Information Technology. He is associated with JM Financial Asset Management Private Limited (the “AMC”) since June 2006. Prior to joining the AMC, he has worked with Credit Information Bureau (India) Limited as Senior Manager – Information Technology, Zenta Limited and SBI Funds Management Private Limited. Currently, he is responsible for handling the Information Technology and Systems at the AMC.