Neeraj Gaurh

Work Exp. 25.00 years

Email ID neeraj.gaurh@axissecurities.in

Mobile No 9500054996

Details As the portfolio manager for Axis Securities' Kaizen investment strategy, responsibilities encompass the full lifecycle of the Kaizen portfolio, from ideation to implementation to ongoing monitoring and optimization. Meticulously researching and identifying promising investment ideas that align with the Kaizen mandate that exhibit the potential for sustainable growth and value creation. Construct a fairly concentrated portfolio (10-20 stocks) designed to capitalize on these opportunities, carefully balancing risk and return to meet the specific needs and objectives of the Kaizen strategy. When necessary, I take proactive steps to rebalance or adjust, implementing timely corrective actions to optimize risk-adjusted returns and ensure the Kaizen portfolio remains on track. Portfolio risk management is a critical part of the role. Beyond the core investment management duties, I also play a crucial role in growing the Kaizen strategy's assets under management. This involves engaging extensively with Axis Securities' distribution channels, and potential investors to educate them on the Kaizen approach and its value proposition.