PORTFOLIO MANAGEMENT

INVESTOR CHARTER AND DISCLOSURE OF INVESTOR COMPLAINTS

Complaint Data
Anti-Money Laundering Policy
Investor Grievance Form
Investor Grievance Policy
PMS Disclosure Document

ANUJ MITTAL

Finance Controller

A member of the Institute of Chartered Accountants of India. With more than 12 years of experience in the Industry and Profession, he has handled several projects and companies of national and international level. He has mastered the activities relating to corporate world such as corporate law matters, acquisitions and mergers, liaison with Government agencies etc., while in practice he has assisted international companies to set up their shops in India.

SANJEEV KUMAR GUPTA​

Managing Partner

Post Graduate in commerce having more than 16 years of experience with deep understanding of Distribution and Marketing of financial products with well known companies such as RR Financial Consultants Ltd, Almondz Global Securities Ltd, A.K.Capital Services Ltd, and Adroit Financial Services Pvt. Ltd. Having served in various Position and capacity, he has successfully set up the Retail Chain of business of financial products through Channel Sales and setting up of New Branches at various location of the country. He is also associated with well known Corporates, Promoter Groups and HNI’s by serving them both side of the Balance Sheet through Debt products and by advising the utilisation of their surplus funds in financial products such as Mutual Funds, Equity, IPO’s Bonds PMS and Structured deals.

GAURAV KUTE

Managing Partner

Gaurav had an extensive experience of more than 12 years in Debt Capital Market of West Region. He had worked with Capri Global Capital Ltd., where he was managing a post of Vice President and worked in Treasury of Religare Finvest and DCM department of A.K. Capital s Ltd.

PREETI JOSHI CHUGH​​

Managing Partner

Equipped with a Masters Degree in Business Economics, Ms. Preeti Joshi Chugh brings with her 13 years of rich experience of Asset Management, Corporate Wealth and Private Banking. She has worked with well known companies such as American Express Bank, SPA Capital, JM Financial Services Pvt Ltd, and BOI AXA Mutual Fund. As an investment professional and a corporate adviser, she has handled product baskets such as Mutual Funds, General Banking, Forex, Trade Finance, Insurance, Fixed Income and Capital Markets. Preeti also conducts trainings and learning sessions on investments, banking and financial planning to employees of large institutions and organizations.

VINEET SURI​

Partner – Investment Banking &
Corporate Finance

Vineet heads the Investment Banking and Corporate Finance business at PRP Professional Edge Associates. He started his career with Citibank in Mumbai and London, and has almost 30 years of Banking / Corporate Finance & Investment Banking experience, having worked with leading banks in Mumbai, London, Riyadh & Bahrain and a Mumbai-based merchant/investment banking advisory company. Vineet’s areas of focus have been Structured Finance, Capital Markets, M&A/Acquisition Financing, ECM, Restructuring, Financial/Project Advisory, Telecom Financing, Debt Syndications and Islamic Financing. Vineet has worked on and led numerous transactions for clients spread across India, Europe, Middle East and Africa. Vineet is a Chartered Accountant trained under Price Waterhouse, and a Bachelor of Commerce from Sydenham College of Commerce & Economics, Mumbai.

KADAMBARI DEODHAR​

Non – Executive Chairman

Kadambari Deodhar is located in Mumbai, is Director Development of LMI India, the Indian arm of LMI Inc USA, one of the largest professional development companies in the world. She is also the founder of Impression & Beyond, a Leadership and Image Consultancy. She holds a master’s degree in Monetary Economics from the University of Bombay. She has had a diversified career spanning over 30 years. Starting with ICICI Ltd in the Market Research Department working closely with the Project Appraisal team. When she joined JM Financial in 1985, she was introduced to the Indian Money and Debt Markets. In 1992 she set up the Corporate desk at Nucleus Securities and subsequently the NSE Desk at Ashok Leyland Investments in 1994 where she became the Head of Operations. In 1998, she moved to Mata Securities as a Director and started the corporate desk there and continued growing the business till 2011.

PRAKHAR PANDEY

Managing Partner & CEO

An MBA graduate along with multiple certifications in Financial Advisory & Insurance Broking (Singapore), he brings in international exposure of having worked with multinationals like Prudential, DBS, & Religare Macquarie. His area of expertise varies in Institutional Banking, Wealth Management and Financial Advisory. With an exclusive outlook towards Singapore’s financial industry and fresh young perspective, he provides a unique approach to PRP.

RASHMI PANDEY

Managing Partner & Director

A post graduate in Personnel Management and an experienced professional having a generalist HR background and management skills that have been honed through managing multi skilled teams. She is accomplished in executing entire gamut of tasks in recruitment encompassing screening, short listing, selection and appointment, of candidates over the years. She has joined PRP as a Managing Partner and is playing a vital role in setting up of HR department.

PUNEET PANDEY​

Managing Partner & CEO

An effective & committed leader with spotless integrity and passion with deep understanding of financial products having more than 27 yrs. of vintage experience with global financial firms in fixed income, treasury management & corporate finance. Mr. Puneet Pandey has dealt in transactional volumes that have been large and difficult to get in. His focus is more on the institutional sector and has been a great aid to the industry. He has also helped in setting up different businesses in the financial sector proving his entrepreneurial skills. His continuous dedication towards work has made him a pioneer in the industry. Having worked with a lot of grit and integrity in firms like – Religare Finvest Ltd., JM Financial s Private Ltd, JM Morgan Stanley Fixed Income Securities Ltd, Mata Securities & Ashok Leyland Finance Ltd – Mr. Puneet Pandey brings in a lot of expertise and focus to PRP.