
India-centric investment management firm for the conservative investor
Courser Park Advisors LLP is a SEBI-registered portfolio management firm (Reg no: INP000008303), based out of Bangalore. It was founded by Chaitanya, who is a first-generation entrepreneur with an investment experience of nearly 20 years and an extraordinary passion for public markets. The firm is a sector and horizon agnostic investment management firm with deep local knowledge and network. It advises clients on investing in stable businesses with a track record of excellence in capital allocation, governance, management bandwidth and ethical conduct.
Sorted by 3-year return. Returns are TWRR, net of fees; CAGR above 1 year.
Courser Park Advisors LLP - GARP
COURSER PARK ADVISORS LLP FOCUS
Chaitanya Jagarlapudi
Principal Officer & Founder
IIT Madras (Chemical Engineering), MBA (Indian School of Business)
Chaitanya is the Founder of Courser Park Advisors LLP, a SEBI registered portfolio management firm. Prior to this, he founded RW Investment Advisors LLP, a SEBI registered investment advisory firm. He is a Chemical Engineer from IIT Madras and holds an MBA from Indian School of Business. He is extremely passionate about public market investing and applied-tech in improving investing outcomes. He has nearly 20 years of experience in capital markets including investing in public and private markets. Prior to starting RW, his last role was as VP managing $ 300 MM at Argonaut Private Equity; a diversified global private equity fund with more than $6 bn AUM. He built Pivotapp, an algorithmic investing tool that combines formulaic investing with momentum and helped in building algorithms to automate investing in mutual funds. His previous positions include working as an Investment Banker at Lazard and was an Equity research Analyst at Irevna (CRISIL).
Mohit Bajaj
Partner
Chartered Accountant
Mohit, a Chartered Accountant with 17 years of experience, has been actively involved in the Financial Services domain in diverse areas like investments, financial planning, portfolio management, stock broking, mutual funds etc. He has been a ranker in CA course (15th rank in Final, 3rd in PCC) and has actively trained over 300 student interns from various colleges under him. He handles client relationships aside from lending research support to the team. He has been instrumental in assisting a lot of clients in improving their financial well-being, achieving life's goals and taking them through the path of wealth creation and wealth preservation. He has also been an advocate for financial independence and has actively conducted various sessions across the country on the importance of Savings, Insurances and Investments. He is an avid reader and loves to communicate.
Bismith Nayak
Senior Analyst
Master of Commerce, CS
Bismith is the Head of Research at Courser Park Advisors. At the firm, his role is to understand companies without any bias for sectors and sizes. He is responsible for understanding portfolio companies deeply through both primary and secondary research. Previously he was an Associate with Tech Mahindra, where he had researched upon private equity, venture capital and M&A deals across industries and geographies. He has a Master of Commerce from Ness Wadia College of Commerce and a university rank holder in bachelors and masters as well as CS. He enjoys discussions on technology, behavior, literature and history and is an avid Counter Strike fan.
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.
Sarang Sanil
Analyst
B.Com (Hons.), CISI associate member, CFA Level II cleared
Sarang is focused on IT and Technology sector primarily, where he analyses and diligently keeps track on the companies in his radar. In addition to that, he also keeps track of key names in logistics and consumer sectors. He also enjoys developing tools that simplify the workflow at the firm and is involved with operations and client outreach as well. Having completed his Bachelor of Commerce (Hons.) degree from Christ University, he is also an associate member of The Chartered Institute for Securities & Investment (CISI) through which he developed his skillset in the field of Finance and Investment. He has cleared CFA Level-II as well. He is a national-level table tennis player and loves to spend a few hours every week on his training. He is also a cinephile and enjoys films across genres and languages.
Gayathri Vittal Rao
Compliance Officer
Corporate Secretaryship, Masters in Financial Management, MBA
Gayathri will be handling Compliance at Courser Park Advisors and has been associated with the team at RW Investment Advisors as well. She has graduated in Corporate Secretaryship from MOP Vaishnav College for Women, Madras University, Chennai, did her Masters in Financial Management from Loyola College, Chennai and has completed her MBA from Narsee Monjee Institute of Management Studies, Bangalore. She has a natural flair for learning languages, is a voracious reader and loves solving crosswords.
Ashok Danesh
Manager - Back-Office Operations
BBM
Ashok will be responsible for handling back-office functions at Courser Park Advisors. Ashok has been with the advisory firm right since inception and was responsible for operations including trade execution, managing accounts, audit and taxation-related matters related to the firm. He shares an excellent rapport with our clientele and is the go-to man for all their queries and requests. He was previously associated with AHN Consultants, an audit firm where his role involved working on accounting and audit for the firm's clients and managing compliance to company law requirements. He has more than 6 years of experience in this field and has a BBM (Bachelor of Business Management) degree from LBSC, Bangalore. He enjoys traveling and is a passionate music keyboard player.
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