Sahil Modi
Surat
Summary
Dynamic CIO/CEO and fund manager with 13 years of proven track record, excelling in investment management and corporate strategy. Expert in portfolio optimization and client relationship management, driving substantial growth. Visionary leader for high productivity and efficient task completion.Excel in communication, decision-making, and problem-solving to drive company success. Committed to innovation and growth through effective leadership.
Overview
15
15
years of professional experience
1
1
Certification
Work History
CIO/CEO & Fund Manager
Starlight Investment Advisors LLP
Surat
07.2024 - Current
- Developing and executing corporate strategies to drive business expansion and profitable growth.
- Deciding on investment policy and framework for investment funds.
- Managing and overseeing investment portfolios to maximize returns.
- Establishing and maintaining relationships with stakeholders, investors, and key partners.
- Ensuring compliance with all financial and regulatory policies.
- Leading the executive team and fostering a culture of innovation and excellence.
- Monitoring financial performance and implementing strategies to enhance growth and sustainability.
- Representing the company at key industry events and forums.
Fund Manager / Principal Officer
Arham Wealth Management Private Limited
Surat
12.2022 - 07.2024
- 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.
Reseach & Product Head
Arham Share Consultant Private Ltd
Surat
01.2019 - 12.2022
Investment Advisor
Shree Rudraksh Wealth Management
04.2014 - 12.2018
Research Analyst
Jainam Share Consultants Private Ltd
04.2012 - 03.2014
Sr. Research Analyst
Nisharg Share Broking Ltd ( MM Commodities)
08.2011 - 04.2012
Research Analyst
Rk Bosamiya Shares & Stock Pvt. Ltd
04.2010 - 05.2011
Education
PGDM - Finance
MIT-School of Business(MITSOB)
Pune02-2010
BBA - Finance
VNSGU
Surat04-2008
Skills
- Investment management
- Portfolio optimization
- Strategic business growth
- Wealth management
- Process improvements
- Problem solving
- Regulatory compliance
- Client relationship management
Certification
- NISM Series XXI B: Portfolio Managers Certification Examination
- NISM-Series-XXI-A: Portfolio Management Services Distributors Certification Examination
Timeline
CIO/CEO & Fund Manager
Starlight Investment Advisors LLP
07.2024 - Current
Fund Manager / Principal Officer
Arham Wealth Management Private Limited
12.2022 - 07.2024
Reseach & Product Head
Arham Share Consultant Private Ltd
01.2019 - 12.2022
Investment Advisor
Shree Rudraksh Wealth Management
04.2014 - 12.2018
Research Analyst
Jainam Share Consultants Private Ltd
04.2012 - 03.2014
Sr. Research Analyst
Nisharg Share Broking Ltd ( MM Commodities)
08.2011 - 04.2012
Research Analyst
Rk Bosamiya Shares & Stock Pvt. Ltd
04.2010 - 05.2011
PGDM - Finance
MIT-School of Business(MITSOB)
BBA - Finance
VNSGU
Similar Profiles
Divya GhaiDivya Ghai
Senior Accounts Executive at Abundance Investment Advisors LLPSenior Accounts Executive at Abundance Investment Advisors LLP
Christian JobinChristian Jobin
Community Manager - Resident Relations at Devon Properties - StarLight InvestmentCommunity Manager - Resident Relations at Devon Properties - StarLight Investment
Shane A. O’BrienShane A. O’Brien
Senior Wealth Advisor at PEAK AMERICAN INVESTMENT ADVISORSSenior Wealth Advisor at PEAK AMERICAN INVESTMENT ADVISORS