Premal Kamdar
Mumbai
Summary
Investment strategist with 15 years of experience in macroeconomics and equity research. Expertise in developing impactful investment strategies and providing actionable insights. Skilled in financial modeling and communication, facilitating informed asset allocation decisions and enhancing client engagement through effective presentations.
Overview
15
15
years of professional experience
Work History
Lead Portfolio Strategist
Kotak Alternate Asset Managers
Mumbai
09.2024 - Current
- Manage client portfolios with a collective AUM of INR 1,000 crores (US$ 120 million). Spearheaded investment strategies aligned with market trends, with a focus on long-term wealth creation.
- Provide financial advice to UHNIs, HNIs, and create bespoke investment strategies aligned with their investment objectives. Fostered strong client relationships through transparent communication, and data-driven strategies.
- Publish thought leadership reports on thematic investments, macroeconomic research, and market outlook to provide valuable insights to our clients.
- Conduct in-depth market research to navigate economic cycles, and assess investment risks. Deliver strategic assessments on asset allocation to maximize portfolio resilience.
- Collaborate with cross-functional teams to refine and execute portfolio strategies. Cultivate a strong work ethic by mentoring, training, and guiding junior analysts.
Director, Head India Equities
UBS Wealth Management
Mumbai
01.2024 - 08.2024
- Formulated and implemented investment strategies for equity portfolios based on market analysis and economic trends.
- Delivered essential market insights to support internal stakeholders in informed investment decisions.
- Provided recommendations for asset allocation as a member of India Investment Committee.
- Published comprehensive research reports on macroeconomics and asset class analyses, emphasizing thematic investments.
- Created tailored marketing presentations for client events, showcasing market trends and investment proposals.
- Engaged with clients to deliver impactful presentations that highlight thematic investment ideas.
- Analyzed corporate earnings, funds flow, and geopolitics to inform investment strategy adjustments.
- Monitored policy actions and company updates to ensure alignment with investment objectives.
Vice President, Equity Analyst
Credit Suisse Wealth Management
Mumbai
07.2015 - 12.2023
- Conducted in-depth analysis of individual stocks, sectors, and market trends to identify investment opportunities and risks. Initiated investments in multiple midcap companies, generating substantial returns.
- Performed extensive thematic research on technology disruptions, corporate restructuring, and quant-based strategies.
- Delivered insights and recommendations during investment committee meetings to guide asset allocation decisions.
- Collaborated with internal stakeholders and communicated effectively with clients regarding market insights and stock recommendations.
- Provided advice on asset allocations based on thorough analysis of market conditions.
- Uncovered key investment themes through rigorous analysis of structural trends.
- Facilitated informed decision-making by presenting valuable insights at investment committee meetings.
Senior Research Analyst
CRISIL
Mumbai
01.2010 - 06.2015
- Supported lead equity analyst in analyzing Australia's metals and mining sector, conducting company analysis and developing valuation models.
- Designed and managed commodity demand-supply models and macroeconomic databases to enhance market insights.
- Created high-impact marketing presentations to effectively communicate analysis results.
- Trained and mentored new recruits on Bloomberg usage and advanced financial modelling techniques.
Education
Charted Financial Analyst - Level 3 Candidate
CFA Institute
United States01-2025
MBA - Finance
University of Mumbai
Mumbai, MH01-2009
B.Com - Accounting And Finance
University of Mumbai
Mumbai, MH01-2006
Skills
- Macro economics
- Equity research
- Thematic research
- Equity strategy
- Portfolio management
- Asset allocation strategy
- Financial analysis
- Financial modelling
- Valuation
- Microsoft office
- Effective communication
- Collaboration
Accomplishments
- Promoted to Head of Equities for the India Wealth Management business, overseeing equity investments.
- Selected as a voting member of the India Investment Committee, contributing to investment decisions and strategies.
- Maintained a superior track record of portfolio performance, delivering returns that consistently exceeded benchmarks.
Timeline
Lead Portfolio Strategist
Kotak Alternate Asset Managers
09.2024 - Current
Director, Head India Equities
UBS Wealth Management
01.2024 - 08.2024
Vice President, Equity Analyst
Credit Suisse Wealth Management
07.2015 - 12.2023
Senior Research Analyst
CRISIL
01.2010 - 06.2015
Charted Financial Analyst - Level 3 Candidate
CFA Institute
MBA - Finance
University of Mumbai
B.Com - Accounting And Finance
University of Mumbai