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Harsha Upadhyaya
Chief Investment Officer at
KOTAK MAHINDRA MUTUAL FUND - KOTAK NIFTY 200 MOMENTUM 30 ETF
Profile
Mr. Harsha Upadhyaya, CFA, is Chief Investment Officer of Equity & Debt at Kotak Mahindra Asset Management Co. Ltd. He heads the equity desk at the firm.
He has over two decades of experience spread across equity research and fund management.
Mr. Upadhyaya's has previously worked with DSP BlackRock, UTI Asset Management, Reliance Group and SG Asia Securities.
He completed his Bachelor of Engineering Mechanical from National Institute of Technology, Suratkal and holds a Post Graduate Diploma in Management Finance from Indian Institute of Management, Lucknow.
He also holds Chartered Financial Analyst charter from the CFA Institute, US.
Harsha Upadhyaya active positions
| Companies | Position | Start |
|---|---|---|
| KOTAK MAHINDRA MUTUAL FUND - KOTAK NIFTY 200 MOMENTUM 30 ETF | Chief Investment Officer | 2012-07-31 |
Former positions of Harsha Upadhyaya
| Companies | Position | End |
|---|---|---|
UTI Asset Management Co. Ltd. (Investment Management)
 UTI Asset Management Co. Ltd. (Investment Management) Investment ManagersFinance UTI-IM considers asset allocation and sector allocation to be as important as stock picking and therefore combines top-down and bottom-up approaches, adapting portfolios to varying market conditions and making sure investment opportunities are not overlooked. They make investments based on their in-house research. | Portfolio Manager-Equities | 2010-12-31 |
Sg Asia Securities (India) Pvt Ltd.
 Sg Asia Securities (India) Pvt Ltd. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Reliance Gateway Net Ltd.
 Reliance Gateway Net Ltd. Specialty TelecommunicationsCommunications Provides telecommunications services | Corporate Officer/Principal | - |
DSP Asset Managers Pvt. Ltd.
 DSP Asset Managers Pvt. Ltd. Investment ManagersFinance DSP Finance is an active, growth-oriented manager which invests in Indian equity and debt across market caps. The firm aims to achieve consistent, long-term results through a research-based, methodical approach to investing. The investment team concentrates on rigorous fundamental and quantitative management that seeks to achieve the best balance between risk and opportunity. They offer a range of fixed-income products for a variety of risk/return profiles. Their equity investment philosophy combines focused portfolio management, proprietary research and significant group resources. | Portfolio Manager-Equities | - |
Training of Harsha Upadhyaya
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
10
1st degree connections
7
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Reliance Gateway Net Ltd.
Reliance Gateway Net Ltd. Specialty TelecommunicationsCommunications Provides telecommunications services | Communications |
UTI Asset Management Co. Ltd. (Investment Management)
UTI Asset Management Co. Ltd. (Investment Management) Investment ManagersFinance UTI-IM considers asset allocation and sector allocation to be as important as stock picking and therefore combines top-down and bottom-up approaches, adapting portfolios to varying market conditions and making sure investment opportunities are not overlooked. They make investments based on their in-house research. | Finance |
DSP Asset Managers Pvt. Ltd.
DSP Asset Managers Pvt. Ltd. Investment ManagersFinance DSP Finance is an active, growth-oriented manager which invests in Indian equity and debt across market caps. The firm aims to achieve consistent, long-term results through a research-based, methodical approach to investing. The investment team concentrates on rigorous fundamental and quantitative management that seeks to achieve the best balance between risk and opportunity. They offer a range of fixed-income products for a variety of risk/return profiles. Their equity investment philosophy combines focused portfolio management, proprietary research and significant group resources. | Finance |
Kotak Mahindra Asset Management Co. Ltd.
 Kotak Mahindra Asset Management Co. Ltd. Investment ManagersFinance KMAMC’s portfolio management services include equity and fixed-income solutions. For equities, they offer a special situations value portfolio which seeks to invest in value opportunities and special situations in individual stocks and related instruments which are trading at a discount to their intrinsic value. For fixed-income, the firm seeks to invest in companies with strong fundamentals and cash flow and a mix of PSU and Private Issuer fixed-income instruments. KMAMC invests through their mutual funds in equity funds, fixed-income funds, balanced funds, ETFs and fund of funds. | Finance |
National Institute of Technology (Surathkal)
 National Institute of Technology (Surathkal) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Indian Institute of Management Lucknow
 Indian Institute of Management Lucknow Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sg Asia Securities (India) Pvt Ltd.
Sg Asia Securities (India) Pvt Ltd. Investment Banks/BrokersFinance Provides brokerage services | Finance |
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