At Credent Asset Management, we have pioneered the team of expert advisors way of working. The authority to make decisions is vested in a committee of stalwarts in place of a single fund manager. Respected names from the industry, with a shared experience of 100 years across the Indian and UK markets. This collective approach facilitates balanced decision-making after considering multiple perspectives and holds the promise of greater stability.
Aditya Kanoria is an enterprising professional with an experience of over a decade in financial services. His expertise spans across the entire spectrum of financial markets . Delivering significant profit across various verticals he managed. He Hails from a business family and comes with the necessary enterpreneurial flair to establish , grow and sustain a new business. He has sussessfully spearheaded various verticals in financial services with companies like Motilal Oswal Financial Serivces and Capital First in Senior Management positions. He has orchestrated processes in establishing distribution network , business and marketing strategy , brand and product development, financial modelling new brands.
Shri Uttam Bagri is a third generation entrepreneur, Promoter Director of the 59 year old BCB Group , a financial services group. A Bachelor of Commerce from University of Mumbai and Holder of Post Graduate Diploma in Management from the prestigious Indian Institute of Management ( IIM ) , Ahmedabad , India , he has more than 19 years of experience in the field of stock broking and allied financial services. In his career , Mr. Uttam Bagri has had the distinction of servicing twice on the Board of BSE Limited , from 2003 and 2005 and thereafter from 2010 to 2012 . He has served on committees of BSE Limited , Central Depository Services ( India ) Limited and Indian Clearing Corporation Limited .He is currently a member od the BSE Advisory Committee ( Trading Member ) of the BSE Advisory Committee ( Trading Members ) and Chairman of Bombay Stock Exchange Brokers Forum .
Group Founder and Managing Director of Pantomath Advisory Services Group – SEBI Registered Merchant Bankers, SEBI Registered Stock Brokers and SEBI Registered Portfolio Managers. The Group has handled maximum number of SME IPOs. Has had the working exposure with leading organisations viz., Reliance Industries Limited, ITC Limited and PricewaterhouseCoopers. Over 15 years of vast exposure. Handled mergers, demergers and various mega corporate restructuring projects. Has expertise in securities law and capital markets including SME listing, IPO, M&A, takeovers, buybacks, rights issue, stock exchange / SEBI related activities.
An elected member on the Central Council of ICSI (Former-Chairman of ICSI-WIRC). Director of Association of Investment Bankers of India (AIBI) , Member at Capital Market Committee, PHD chamber , Member at Kotak Committee on Corporate Governance, SEBI ,Chairman of National MSME Mission, CEO’s Association for Inclusive India (CAII) Chairman of AIBI SME Committee and Member of SEBI and BSE Working Groups on SME Listing , Has been part of various Special Groups formed by ICSI inter alia for preparation of Model Listing Agreement, Compliance Certificate, Guidance Note on Listing, and formulation of representations on regulatory proposals and Co-authored the prestigious SEBI Compendium (2010 Edition).
CFA (ICFAI) , CFA (AIMR-USA) Level II , law graduate , Post Graduate Diploma in Securities Law and Diploma in Export Management •Fellow Company Secretary (Gold Medallist) [On securing the FIRST RANK ALL INDIA in the final (June 2001), Was awarded the ‘ICSI Presidential Gold Medal’ by Shri G. N.Bajpai, the then Chairman, SEBI] •Commerce Graduate [Selected for National Scholarship of Government for ‘Excellent Performance in Graduation’] •Certificate of Hons Graduation in GDR Training in USA & UK, Awarded by The Bank of NewYork Mellon Corp, USA
Mr. Salil Musale is the Executive Director of Astarc Group and Astarc Ventures. As a director, Mr. Musale currently works with multiple group companies for improving business performance through financial and operational analysis. He leads the group’s team building activities f or diversification in to new areas o f growth f or the Group .He has been a critical member of the project management team o f the Group’s thermal power project. He has planned and executed the East Africa operations o f t he Group. Prior t o this, he has led the integration of an American acquisition f or one o f the Group’s manufacturing business. He has led and grown the retail business division of one o f the Group’s decal business. Prior t o joining Astarc Group, Mr. Musale worked with A.T. Kearney where he was involved in project management and business analysis for various clients which included large Indian business houses.
Lalit comes with more than 12 years odd work experience in private equity and investment banking. In his previous assignment he has been Ex Associate Director of Milestone Real Estate Fund. He has worked with investment banking team of Elara Capital and Standard Chartered bank. He was also part of the Credit and Risk consulting team of S&P Crisil. He is a holder of Post Graduate Diploma in Management from the prestigious Indian Institute of Management (IIM), Calcutta, India.
He is also the founder of Home Capital, a fin-tech company focused on helping people buy their first home with down payment assistance at zero interest cost. A product that will make the difference between buying a home or not. Home Capital is attempting to define an industry segment of first time home buyers through its down payment assistance program. The program provides equal contribution to first time home buyers at zero interest cost, accelerating home ownership.
A multi-algorithm-based financial investment analysing platform.
Sumit Agarwal, Managing Partner of DNS Accountants is a highly respected accountant with expertise in helping owner-managed businesses. He is qualified Chartered Accountant. DNS Accountants is one of the largest Asian accounting firm in United Kingdom. Sumit looks after a wide range of clients across the commercial spectrum. He has an interest in professional firms, advising them on organisational and financial development, bringing solutions to the challenges that face the modern professional practice, including succession planning and mediating when problems arise. Additionally, Sumit has acted as expert witness on share valuations, using his practical as well as specialist experience. It is this dedication that made them the winner of the British Accountancy Awards 2013 and were finalist for Best Contractor Accountant Awards 2013. He has written for many business and professional journals on corporate finance and the raising of venture capital for small and medium sized companies.
Independent Director and member of the audit committee of LIC Housing Finance Ltd. And Chairman of Taxation Committee of Bombay Charted accounts Society. He is a member of the Finance & Taxation Panel of CII’s Maharashtra Region.
All India rank holder qualified Charted Accountant 1986 branch. He is a partner at Manohar Chowdhry and Associates .He has spent a large part of his professional career dealing with taxation matters and in the past few years, he has focused on tax matters of FIIs, Banks, Mutual Funds, QFIs and now FPIs.His core practice consists of tax planning, appeals and representations and Information Technology related issues. Lately, he has been focusing on tax related issues pertaining to the financial services sector – particularly FII/FPIs and also NRIs. He has also advised several foreign companies who have set up subsidiaries in India.