Investment Simplified. Turning Opportunities into Powerful Strategies.
At Athena Investments, the firm offers growth oriented investment strategies through the firm's Alternative Investment Fund (AIF) and Portfolio Management Services (PMS). The firm's transparent, disciplined approach seeks to deliver risk-adjusted returns that are higher than broad benchmark. The firm is powered by the legacy of TRUST Group, India's leading institutionalised multi-line and multi-asset financial services platform. The firm's vision is to empower investors with simplified, transparent, and cost-efficient investment opportunities for long-term financial growth.
Gurpreet S Arora
Fund managerSVP - Senior Fund Manager, Athena Investments
PG in Management (MSRIM, Bangalore), PG Diploma in Securities Law (GLC, Mumbai)
Gurpreet (GS) carries over 18 years of multi-cycle experience in active fund management and equity research. He joins us from Aviva Life Insurance India (2019-2024), where he was independently managing the equity portfolios across PSU, Infrastructure and Hybrids funds. He carries rich money management experience in fast paced environments across corporate treasury, family office, PMS and insurance. His specialties include bottom-up stock picking, thematic research and portfolio management.
Kaizad Hozdar
Fund managerFund Manager, Athena Investments
Chartered Accountant, MBA in Finance (Pune University)
Mr. Kaizad Hozdar, bringing a wealth of knowledge to Athena Investments, has 17 years of experience in equity research, advisory, and portfolio management. Kaizad's career includes notable roles at Waterfield Advisors, BNP Paribas Wealth, Barclays Wealth, and Kotak Securities. His diverse background as an equity advisor and portfolio manager has equipped him with a keen ability to identify market trends and seize opportunities. At Athena, Kaizad's role as a Fund Manager is pivotal, and his analytical approach ensures your portfolio is consistently aligned with market opportunities, balancing growth with risk management.
Dishank Kothari
Fund managerFund Manager, Athena Investments
Chartered Accountant, 2 levels of CFA completed
Dishank Kothari is the fund manager at Athena Investments. He has 8 years of experience in the financial services industry, dedicating the latter half to derivatives and technical analysis.
Sameer Kaul
CEO, Athena Investments
MBA in Finance (University of Illinois at Urbana-Champaign)
With a rich experience of over 27 years, Sameer has held various positions heading operations, mortgages, retails banking, private banking and wealth management across leading domestic and global entities. In his earlier role, Sameer held several senior leadership positions at Citigroup over a span of more than two decades. He began his journey with Citi in 1995 in NRI Operations, followed by a stint as Investment Products Manager (1997-2000). He then went on to lead the Insurance Distribution business (2000-2005), before taking charge as Mortgage Business Manager (2005-2007). From 2007 to 2012, he served as Head of Branch Banking Business in India, and subsequently, from 2012 to 2018, as Head of Citi Private Banking in India.
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Chetan Pandya
Managing Director & Principal Officer PMS, Prajana Advisors Private Limited
MBA in Finance, Certified Financial Risk Manager (GARP, New York)
With over 25 years of experience across Investments and Banking, he has led key assignments in Investment Advisory, Institutional Sales, Product Strategy, and Asset Allocation. Previously associated with RBS, Motilal Oswal, Kotak Bank, and ICICI Bank, he brings a cross-asset perspective rooted in simplicity and value creation. Since 2014, he has been leading the Advisory practice at TrustPlutus, serving families, family offices, and enterprises. Ranked among the Top 3 Financial Planners in Asia by Planplus (2016), he combines deep domain expertise with a framework-driven approach. He views volatility as distinct from risk and focuses on building resilient portfolios through framework-driven decisions.
Jitendra Upadhyaya
Senior Analyst, Athena Investments
MBA in Finance, M.Com (Mumbai University)
Mr. Jitendra Upadhyay brings over a decade of experience in equity research, having worked with reputable firms such as Morningstar Inc., Bonanza Portfolio Ltd., and Athena Divitie Financial Services. As a Senior Analyst at Athena Investments, Jitendra contributes in-depth research that shapes the firm's investment strategies, ensuring you benefit from well-informed, data-driven decisions tailored to bring equitable returns.
Alekhya
Pharma and Healthcare Investment Analyst, Athena Investments
Alekhya is a Pharma and Healthcare Investment Analyst at Athena Investments, with over five years of experience spanning equity research and pharmaceutical R&D. At Athena, she conducts fundamental research on 25 coverage companies, builds financial models, performs valuations, and delivers actionable investment recommendations. Previously, she worked at CLSA as an Equity Research Associate, where she covered 15 Pharma companies, analysed quarterly results, and authored market trend reports. Her career began in R&D with Lupin and Micro Labs, where she gained strong technical expertise in analytical method development and solid oral dosage formulations.
Karan Shah
Head of Sales, Athena Investments
CFA charterholder
Mr. Karan Shah has built a strong foundation in the financial services industry, bringing 8 years of experience and a robust understanding of diverse financial products. Karan's expertise spans mutual funds, AIFs, bonds, and offshore investments, which he expertly managed during his tenure at the Trust Group. His in-depth knowledge of product research and development has been invaluable in crafting the firm's offerings. As Head of Sales at Athena Investments, Karan is dedicated to providing tailored solutions that match your financial goals.
Uddhavraj Yadav
Manager - Compliance & Operations, Prajana Advisors Private Limited
Chartered Accountant
Uddhavraj Yadav is a Chartered Accountant currently serving as the AIF Operations Manager at Prajana. He has prior experience in Fund Accounting from his role at Axis Bank. Uddhavraj began his career in taxation and auditing, where he worked for over five years, gaining valuable experience in financial compliance and reporting.
Badal Rawat
Analyst, Athena Investments
CFA Level 1 candidate
With over 2 years of experience, Mr. Badal Rawat brings fresh insights and expertise to our research team, particularly in the consumer space. A graduate from Hinduja College, Mumbai, and a CFA Level 1 candidate, Badal's enthusiasm for equity research drives his ability to cover consumer sector companies with precision.
Vineet Bagri
SEBI Contact Person
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