Our founder, Sumit Poddar, has over a decade and a half of experience in Equities, Investments and Portfolio Management, working as the Fund Manager and Head of Equities with top institutions of the country like Aditya Birla Sunlife, Star Union Dai-ichi Life Insurance, and Tata Consultancy Services. He has managed over 2,000 Cr of AUM with the above financial organizations. He is an All India Rank holder in Chartered Accountancy, having completed CFA level 2 and Bachelors of Commerce from Mumbai University. During his tenure with the above institutions, he established his wealth-creation skills by formulating and building stock portfolios based on top-down and bottom stock-picking strategies to achieve competitive, sustainable returns. Stock selection and allocation to the portfolio are driven by deep industry/company research, competitive analysis, and due consideration of global/domestic macroeconomics, interest rate environments, and differentiating earnings growth in such environments. He has managed portfolios including Large-cap funds, midcap funds, balanced funds, absolute return funds, and the highest NAV funds. He managed Aditya Birla Sunlife Insurance - Value and Momentum fund, which delivered the highest return in FY17, outperforming the small-cap and midcap funds in mutual funds or the insurance industry, thereby more than doubling the AUM of the fund. Learning from experienced professionals and investment gurus across the span, some of whom are his mentors, and applying his solid foundational skills and tricky figure crunching and analytical talents to uncover investment possibilities. His strength is years of experience in discovering not-so-fashionable investment ideas and building a formidable exposure to gain in multiples. Most of these ideas have had a base of solid fundamentals, differentiated business models, and capable management.