AIAlpha Dynamic Equity Portfolio

Satish is a Chartered Accountant with over three decades of experience in the public and private sector, both in India and overseas. He completed his employment stint as the Chief Financial Officer of a listed insurance company in Saudi Arabia before starting off his wealth management ventures from 2009 onwards. With over ten years' experience as a Registered Investment Adviser, he has promoted and set up AiAlpha Financial Advisory Services Private Limited to offer greater and more flexible investing solutions to a larger set of investors. The investment approach is derived from his vast experience over various industries.

Manjusha oversees and manages the entire operations. She is a PGDBA from Symbiosis University and an M Com from the University of Calicut. She has 20 years of work experience in related areas and was earlier associated with Sharewealth Securities Ltd, Sharekhan Ltd and Geojit Financial Services Ltd.

Seasoned media professional with over two decades in financial journalism. Former Director at Sharewealth Wealth Management and Vice President at Equity Intelligence India Pvt. Ltd. Previously Business Editor at Manorama News and Chief of Bureau at Asianet News.

Saji is an experienced, resourceful manager with a long experience in senior positions at a premier Stock Exchange. She has proven proficiency in Live Surveillance activities of Indian Stock Exchanges (equity market) with strong execution capability, excellent analytical ability and impeccable communication skills with experience in working with regulatory, corporate and trading stakeholders. Saji possesses strong analytical and research skills, with extensive experience in preparing and analysing data for management and regulators. She excels in regulatory communication, working closely with regulators, exchanges, investors and trading members. Additionally, she demonstrates refined planning and organizational abilities, balancing daily tasks, team support and ad-hoc responsibilities in a timely and professional manner.

Praveen is a seasoned business development professional with over 21 years of experience in the financial services industry and a strong track record of driving business performance through well-planned marketing initiatives, impactful advertising and event campaigns, and relationship-driven growth. He brings deep expertise in client relationship management, with a proven ability to build and nurture long-term partnerships, particularly within the wealth management and investment ecosystem, ensuring consistent value creation and client satisfaction. He has held leadership roles at Sharewealth Securities Ltd, Indiabulls Securities Ltd, and Cholamandalam Securities Ltd, building extensive experience across equities, commodities, and wealth management solutions. Praveen holds an MBA in Finance & Marketing and an M.Sc. in Physics from the University of Kerala, and is NISM certified.