BS BFSI Insight Summit 2022: Meet the top CIOs of the mutual fund industry | Jobs Vox


Lakshmi Iyer, CEO, Investment Advisor, Kotak Investment Advisors

Lakshmi Iyer, CEO, Investment Advisor, Kotak Investment Advisors, BFSI Summit

Lakshmi Iyer raised eyebrows when she decided to become a financier. She continues to break glass ceilings by continually climbing in an industry that is still largely the preserve of men. She was Chief Investment Officer (Debt) and Product Head at Kotak Mahindra Asset Management Company. This year, she was appointed CEO of the investment advisory business. Iyer is an authoritative voice in the Indian asset management industry.

S Naren, CIO, ICICI Prudential Mutual Fund

S Naren, Executive Director (ED) and Chief Investment Officer (CIO), ICICI Prudential Mutual Fund.

Sankaran Naren is currently the Managing Director and Chief Investment Officer (CIO) at ICICI Prudential MF. He is one of the most renowned investment gurus in the country and is admired for his value-oriented approach. Naren has extensive experience in the financial services industry, including investment banking, fund management, equity research and stock-picking. Naren has been associated with ICICI Prudential AMC since October 2004.

Mahesh Patil, CIO, Aiditya Birla Sun Life Mutual Fund

Mahesh Patil, Chief Investment Officer, Aditya Birla Sun Life AMC

Mahesh Patil is Head of Investments at Aditya Birla Sun Life Wealth Management Company and oversees over Rs 3 trillion worth of assets under management. As CIO, he directly manages funds such as front-line equity, multi-cap and focused equity. Patil has over 30 years of experience and has been with the fund house since 2005.

R Srinivasan, CIO, Equity, SBI Mutual Fund

R. Srinivasan

In the year R Srinivasan, who joined SBI Mutual Fund in 2009, has been heading the equity group at India’s largest fund house since 2013. It currently manages more than 10 schemes, ranging from focused equity funds to flexi-cap funds, small-cap funds. With over 28 years of experience in the financial industry, he has previously worked in many leading organizations. Srinivasan is a graduate in commerce and holds an MFM degree from the University of Mumbai.

Rajeev Thakkar, COA, PFAS Mutual Fund

Rajeev Thakkar, P.P.F.S

Rajeev Thakkar is currently the CIO and Director of PPFAS Mutual Fund. He has more than two decades of experience in various sectors of capital markets such as investment banking, corporate finance, securities brokerage and equity management of clients’ investments. Thakkar is a strong believer in the “value investing” school and is heavily influenced by the approach of Warren Buffett and Charlie Munger. He has a strong desire to see companies with low prices.


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