Sahil Modi

• Formulate and implement a long-term investment strategy aligned with the family’s financial goals, risk appetite, and legacy vision.
• Deciding on investment policy and framework for investment funds.
• Managing and overseeing investment portfolios to maximize returns.
• Oversee and actively manage a diversified investment portfolio, including equities, fixed income, alternatives, real estate, and private equity.
• Conduct in-depth research and analysis of public and private equity opportunities; construct and manage equity portfolios to achieve superior risk-adjusted returns.
• Design strategic and tactical asset allocation frameworks; monitor and mitigate portfolio risks through robust risk management practices
• Ensuring compliance with all financial and regulatory policies.
• Track and analyze investment performance; prepare detailed reports and present portfolio updates to family members, trustees, and advisors.
• Identify, evaluate, and monitor third-party fund managers and investment products; negotiate terms and ensure ongoing alignment with investment objectives.
• Collaborate with family members to understand priorities, educate next-generation stakeholders, and incorporate family values into the investment process
• Source and evaluate direct investment opportunities, including private equity, venture capital, and real assets, tailored to the family’s interests and network.

• To lead the portfolio management vertical as Principal Officer and Head/Fund Manager.
• Manage the existing equity schemes, and deliver superior risk-adjusted returns.
• Manage the PMS activities that are incidental and ancillary to PMS including operations & compliance.
• Actively involve yourself in the business development activities with internal and external stakeholders for growth.
• Actively communicate the investment philosophy and performance attributes with current and prospective clients.
• Participate in client and business events, including outstation visits.