Almondz Financial Services Limited (AFSL) is a SEBI registered Merchant Banker. The firm is a well diversified financial services company which offers a broad range of financial products and services to a substantial and varied client base including Corporate, Institutional, High Net Worth individuals and Retail clients. The firm covers the entire spectrum of financial services including Mutual Funds, Portfolio Management Services, Research Analyst, Wealth Management, Valuations, IPO's, Private Equity, amongst others. The firm focuses on relationship rather than transaction.
Sorted by 3-year return. Returns are TWRR, net of fees; CAGR above 1 year.
Almondz AIM Multi Cap Investment Approach
Mr. Mangesh Kulkarni
Principal Officer
With close to 35 years of experience in equity research and portfolio management, Mangesh is recognized for his deep market insights and analytical expertise. Over the course of his career, he has held senior roles in institutional equity research, where he specialized in banking, non-banking financial companies (NBFCs), power, and mid-cap sectors. Since joining Almondz Group in 2007, Mangesh has been instrumental in shaping the firm's research division, eventually leading the Institutional Equity Research team. He now heads Portfolio Management Services at Almondz Financial Services Ltd., where he leverages his vast experience to craft tailored investment strategies for a diverse clientele. He also holds advanced certifications in finance and capital markets and is certified by NISM as a Portfolio Manager and Research Analyst, underscoring his commitment to professional excellence.
Mr. Ashit Kothi
Compliance Officer
Ashit brings with him vast experience in capital markets in various areas of compliance, financial products distribution, equity, commodity broking. He is associated with Almondz group for two decades now.
Sanjay Dewan
BoardDirector
A veteran investment banker, Sanjay is currently leading the Strategic Advisory Group at Almondz. He has over thirty three years of experience in Capital Market advisory. Armed with exemplary analytical skills, he has led over 60 Capital Market transactions across a range of industries including financial services, distillery, textile, infrastructure, power, electronics, chemical, pharmaceuticals and technology. Sanjay has also provided leadership as Director and CEO of a healthcare company under the Almondz banner for six years. His current areas of focus now include evaluating and developing strategic business plans, future growth strategies and financial projections; advising clients on M&A; capital raising; turnaround and restructuring advisory after evaluating balance-sheet and understanding business models. He has strong ability to analyze businesses, industries and their workings as he understands the legal framework, rules, acts, and applicable laws.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Manoj Kumar Arora
BoardDirector
An integral part of the Almondz for over twenty-five years, Mr. Arora heads the Wealth and Investment management services. He currently leads a team of 40 finance professionals, in the field of distribution of financial products and providing mentorship to younger employees. With a firm grasp on market conditions and trends, he has a proven track record of maximizing returns by credibly evaluating businesses and investment opportunities. His real-world experience has given him a distinct advantage over new business development, growth and diversification. Mr. Arora is a core member of the Almondz and plays a huge role in the decision making process for the company.
Mr. Ashok Kumar Gupta (FCS)
BoardDirector
FCS
Mr. Ashok Kumar Gupta is a commerce graduate and a fellow member of The Institute of Company Secretaries of India. He has vast experience in the field of finance, accounts and secretarial matters of the Companies.
Mr. Jagdeep Singh
BoardWholetime Director
FCA
With over twenty five years of experience in the Financial and Capital Markets (Broking and Retail Distribution), Mr. Singh leads the Business Transformation Advisory services at Almondz. He is also well versed with BOT projects, concession agreements & risk management, matrices, regulatory condition for BOT type projects for several infrastructure related projects and rendered financial advisory services to various Client/ Concessionaire in the field of project financing. He is presently a Whole Time Director on the Board of AGSL and promoter representative in its group companies. He is a Science Graduate - B. Sc. Math (Hons.) and a qualified Chartered Accountant.
Anuj Kalia
BoardDirector
MBA
Mr. Kalia holds an MBA from IMT Ghaziabad with more than 28 years experience in Securities Markets. His core areas of work at Almondz include Capital Market Operations, Risk Management and Compliance. He presently is responsible for the complete Risk management and compliance activities of the Equity broking division of the company.
G. P. Agrawal
BoardDirector
LLB, FCS, B.Com
Mr. Agrawal is LLB, FCS, B.Com with vast professional experience of more than 35 years in drafting and negotiating contracts and financial documents and handling Legal and Secretarial Matters involving Procurement and Contract Management. He has expertise in the contract.
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