Your Wealth, The Firm's Expertise: Personalized Portfolio Management for Lasting Growth
We're Cosmea PMS providing smarter investing for everyone. Finance professionals with decades of experience in portfolio management and research. Deep understanding of the financial services industry along with a strong DNA to leverage technology, makes the financial journey not only rewarding but also enhances the overall user experience. Customer-first approach with diversified offering to deliver better risk-adjusted return is the core principle of the organization.
Sorted by 3-year return. Returns are TWRR, net of fees; CAGR above 1 year.
ALL WEATHER STRATEGY
ALPHA COMPOUNDERS
Hemal Shah
Fund managerFund Manager
14 years of experience in financial services and capital markets. Previously worked with Sharekhan, Angel Broking, Edelweiss Financial Services, ICICI Securities, Aditya Birla Capital and Anand Rathi Securities. Was part of the PMS team at Aditya Birla Money and Anand Rathi Shares & Securities Pvt Ltd managing AUM of approximately INR 500 crores. MBA from Welingkar Institute of Management.
Ankit Doshi
Fund managerPrincipal Officer and Fund Manager
M.S. in Financial Engineering, MBA (Finance)
16 years' work experience in research & trading across quant, options, and factor-based strategies. He has previously worked with Alphaniti, Capitalmind & Choice International. In his previous stint he was part of Quant division at Capitalmind, working with fund managers building alpha models in factor investing. He has done his M.S. in Financial Engineering and an MBA (Finance).
Sam Ghosh
Founder & Chairman
Sam Ghosh is the Founder and Chairman of Cosmea Financial Holdings, the parent group of Cosmea Investment Management. He is a Fellow Chartered Accountant (ICAEW) and a Mechanical Engineer from London University. He founded the Cosmea Group (which also operates under the 'Torus' brand) with the aim of providing all financial services under a single roof. He has led Cosmea's expansion across capital markets, PMS, AIF, mutual funds, and insurance, and guided the group toward SEBI approval for a mutual fund in January 2025.
Nadia Daredia
Head – AIF / Compliance Contact
Nadia Daredia is the SEBI-designated contact person for the Cosmea Quantamental Cat III AIF Master Trust, handling AIF compliance and regulatory matters at Cosmea Investment Management Private Limited.
Soumen Ghosh
Director
Approximately 30 years of experience in the financial services industry. Held CXO-level roles at Allianz Australia, Bajaj Allianz General Insurance, Bajaj Allianz Life Insurance and Reliance Capital Ltd. Founded the Cosmea Group (operating under the 'Torus' brand) to provide integrated financial services under one roof. FCA (ICAEW) and Mechanical Engineer from London University.
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.
Gaurang Vashi
Head of Research
20+ years of work experience covering Financial services, Capital Markets and Exchanges. He has previously worked with ICICI Securities, Edelweiss, HDFC Sec, Techno Shares and MCX. In his decade long association with ICICI Securities, he was part of PMS & Advisory team managing AUM of ~ INR 500 crs. He is Commerce Graduate and holds Post Graduation in Mass communication from Mumbai University.
Arindam Ghosh
BoardDirector
Over 2 decades of experience in financial services in India and Asia-Pacific region across Investment Management, Wealth Management, NBFCs and Fintech. Previously, CEO of Mirae Asset India - he launched and established their Mutual Fund organization from inception. Head of Asia Pacific Business for Mirae Asset Global. Associated with Fidelity International and covered key markets in the Asia Pacific Region (ex-India) and comprising of Japan, Australia, Hong Kong, Korea, Taiwan and Singapore. Senior leadership roles across leading domestic organizations including Tata and AV Birla Group. Also, Board member of multiple Reputed Corporates.
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