Safeguarding capital and creating wealth on a long-term basis with focus on absolute returns
Promoted by Sri. K. Ravindra Babu as a division of ZEN Securities Ltd. in 1994, ZEN Wealth Management Services Ltd. (ZEN Wealth) has been providing Portfolio Management Services to clients since 2004. The firm is managed by experienced professionals with more than 25 years of domain knowledge in the areas of Research, Advisory and Fund Management. The firm is reputed for a working style that emphasizes a "CLIENT FIRST" philosophy, as a promoter-driven professional Research and Fund Management Organization.
Sorted by 3-year return. Returns are TWRR, net of fees; CAGR above 1 year.
Emerging Opportunities Strategy
Multicap Strategy
Rama Krishna Neti
Fund managerFund Manager
Rama Krishna serves as Fund Manager and is having close to 20 years of experience in Equity Research and Investment Management. Before joining, ZEN Wealth, Rama Krishna has been part of Investment teams at ING Vysya Bank (now Kotak Mahindra Bank), HSBC and State Bank of India. He holds a Masters degree in Finance.
Satish Kantheti
Chief Investment Officer (CIO) & Managing Director
CFA (ICFAI), MBA in Finance
Satish serves as a Chief Investment Officer (CIO) and Managing Director. Prior to this, he was heading the Equity Research Division at ZEN Securities Limited, a group company engaged in offering various Financial Services and Products. Satish has a cumulative experience of over 23 years in Equity Research and Investment Management space. For the last 2 decades, Satish has been involved in spreading investor awareness in Andhra Pradesh and Telangana, through media and investor meets. Satish is a CFA (ICFAI) and also has an MBA in Finance.
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