Insightful Investment Trust

Anil is a commerce graduate and a rank holder Chartered Accountant and Graduate Cost and Works Accountant. Anil brings a rich experience of Indian capital markets spanning over 35 years. He started as an equity research analyst at DSP Merrill Lynch. Post which from 1996 he spent about 16 years at ABN Amro Asia Equities covering various roles including Institutional Sales, Head of Sales and Head of Equities for the India business. He then moved on to the fund management side in 2012 joining Aditya Birla Sun Life AMC as a portfolio manager. From 2012 to 2023, Mr. Shah served as the Co-Head Equities and Senior Portfolio Manager at Aditya Birla Sunlife Asset Management Company, where he was instrumental in managing key funds such as ABSL Flexicap Fund, Midcap Fund, Gen Next, and Manufacturing Fund, with a combined AUM of approximately INR 25,000 crore.

Vikram has been a dedicated professional in Financial Planning since 2006 and founded INSIGHTFUL in 2014, driven by the belief that there is a lot of value to be created for individuals by providing unbiased financial advice and wealth management services. He holds an 'MBA in Finance', a 'Post Graduate in Financial Planning' from Canada, and was a 'Certified Financial Planner' (CFP) there for 8 years. His experience includes working for international banks, the government, and has a good understanding of both Indian and international markets and products. He is passionate about personal financial management, financial literacy and is a strong advocate for financial advice that focuses solely on the individual.

Vijay Shah is a commerce graduate and Chartered Accountant with an MBA from NMIMS, Mumbai. From 2009 to 2024, he served as Executive Director, Head of Advisory and Sales, Wealth Management for Credit Suisse India, initially joining as an Investment Counsellor advising HNIs on diversified investment portfolios across asset classes, eventually ascending to Head of Advisory and Sales in senior management.