Service oriented brokerage house
Consortium Securities, a renowned financial market intermediary, is one of the oldest stock broking companies in India. Established in 1993 with just Delhi Stock Exchange membership, the firm has come a long way and is now a member of all leading exchanges (National Stock Exchange- Capital Markets and F&O, Bombay Stock Exchange, MCX, NCDEX and MSEI), a Depository Participant with NSDL, an AMFI registered Mutual Fund Distributor, a SEBI Registered Investment Advisor and a SEBI Registered Portfolio Manager. With a presence in more than 50 locations through its network of branches, franchisees and sub-brokers, the firm serves customers PAN India.
Sorted by 3-year return. Returns are TWRR, net of fees; CAGR above 1 year.
Consortium Securities Value PMS
Flexi Cap
P. S. Kalra
Chairman
Chartered Accountant
Mr P. S. Kalra is one of the leading luminaries of the stock broking arena of the northern region. A chartered accountant by qualification, Mr Kalra has had extensive experience in taxation, finance and company law before entering the stock broking field. He was the Founder Director of Consortium Finance Ltd., a leading non-banking finance company in North India. He is also a member of the institute of internal auditors.
Madan Mohan Singh
Managing Director
LLB
Madan is the Managing Director of Consortium Securities and has diverse experience of over 28 years in the securities market and financial services. Madan heads the Broking & Clearing Division of Consortium Securities Private Limited. His key roles & responsibilities include business development, risk management, technological up-gradation and administration of day-to-day activities. Madan is a postgraduate in Mathematics from University of Delhi and a Law Graduate (LLB).
Harveer Singh Kalra
CEO
MBA (London Business School), BBA (University of Texas)
A passionate investor, Harveer started the Portfolio Management Services (PMS) division at Consortium Securities in 2013. He follows a value investing philosophy inspired by Munger and Buffett and is a specialist in identifying quality businesses with durable moats that can compound in value over time. Harveer has over 15 years of experience in Financial Services, Private Equity and Management Consulting with companies such as Right Management and Standard Chartered Private Equity. MBA in Finance from London Business School and BBA in Business Honors from the University of Texas.
Bikramjit Singh Kalra
Director
MBA (INSEAD), BSc Computer Science, BA Mathematics
Bikram manages the Mutual Fund Division at Consortium Securities and prior to taking on this role, he started the Investment Advisory division at Consortium Securities in 2018. Bikram has over a decade's investment management experience. In his last role before joining Consortium, Bikram was an investment analyst with Fidelity International advising the fund on their investments in the Healthcare & Financial sector. In addition, Bikram has almost 5 years of industry experience in the Technology sector in the US with Microsoft and a tech start-up. MBA from INSEAD and BSc in Computer Science & BA in Mathematics from the University of Texas at Austin.
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Norbert D’Souza
Director Finance
NORBERT DSA is a director of Consortium Securities and has been with the company for 25 years. Norbert is managing the finance and back office activities of the company and has in depth knowledge of financial and accounting procedures and financial regulations. Norbert is a graduate of Mangalore University (Karnataka) and has over 30 years experience in Finance and Capital markets.
Pardeep Raj
Head - Risk & Compliance
Pardeep is the Compliance Officer at Consortium Securities and has been with Consortium for over 25 years. Skilled in internal audit, risk management and well versed with various SEBI Rules & Regulations and other statutory laws. His responsibilities range from handling all types of inspections, conducting branch/sub-broker audit, monitoring and handing Anti-money laundering policy and Grievance handling across divisions at Consortium.
Sarika Sood
Director
Sarika is a Director of Consortium Securities and heads the trading desk. She has over 25 years experience in capital markets and has managed high net worth individuals as well as institutional clients. Prior to Consortium, Sarika worked with Brisk Securities in the Institutional and Retail Desk. Sarika is a BA Honours (English) and holds an Honours diploma in Systems Management.
Bhavna Sodhi
Manager
MBA (Infinity Business School)
Bhavna manages the Mutual Fund division and has over 15 years of banking & investment experience having worked with Standard Chartered Bank and IIFL Wealth. In her last role, Bhavna was heading the North India Priority Banking segment at Standard Chartered Bank leading a team of over 100 employees. MBA from Infinity Business School with undergraduate degree from Jesus & Mary College.
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