Kaushik has over 23 years of experience in Indian Capital Markets in the areas of Fund Management, Equity Research and Portfolio Management. He has worked with some of the large Portfolio Management Companies in India including Reliance Wealth, Karvy, KR Choksey and Sharekhan. In his previous role he was a leading Portfolio Manager responsible for managing various discretionary strategies. The Midcap PMS Strategy there had a good track record of outperforming the benchmark Index over long periods. He has also worked with Mutual funds like Birla Sunlife Mutual Fund and Peerless Mutual Fund. At Peerless MF, he was the key Equity Fund Manager and also headed Equities. He has done his MBA in Finance from Canadian School of Management and Graduation from Mumbai University.
The investment objective of the strategy is to generate long term wealth by investing in securities irrespective of market cap, including MF units to make a balanced portfolio.
Investment Approach
Concentrated portfolio of maximum 25 stocks across market capitalization. Low churn portfolio, losses controlled by pre-determined stop loss.