Team
Management
Kunal Yogesh Valia
Kunal Yogesh Valia has been part of Private Banking/Wealth Management Industry for more than 2 decades and have worked for firms like DSP Merrill Lynch, Credit Suisse and other Large Wealth Management and Investment Advisory Companies
An Investment Management Specialist with experience spanning across
- Multi Factor Investing and building quantitative Stock Selection Models with Significant track record of generating consistent Alpha
- Has vast experience in building Quantitative Asset Allocation Models & Quantitative Equity Allocation Model
- Life cycle management of various Investment Products
- Due Diligence & Advisory of India Onshore and Offshore Funds
- Portfolio Management Services
- Structured Products/Market Linked Debentures
- Alternative Investment Funds
- Factor based Smart Beta Investing
- Kunal is an MBA (MMS) from University of Mumbai
Satyashree Narayan
Satyasree Narayan is a highly accomplished and dynamic professional with a strong background in management accounting and general management. She holds a Master’s degree in Commerce (M.Com) with a specialization in Management Accounting, where she honed her analytical skills and financial acumen.
To further augment her knowledge and leadership capabilities, Satyasree pursued an Executive MBA from the prestigious Indian Institute of Management (IIM) Calcutta, focusing on general management. This transformative experience at IIM Calcutta empowered her with advanced business acumen, strategic thinking, and the ability to drive results in complex corporate environments.
With a career spanning over 20 years, Satyasree has excelled in various roles across different industries. Her early professional journey began in the banking industry, where she showcased exemplary skills in assurance and treasury back office operations. Her keen attention to detail and deep understanding of financial processes enabled her to efficiently manage risk and ensure the smooth functioning of critical financial operations.
Consultants
Krishna Kumar
Krishna kumar or KK as he is known in the Indian Fund Management Industry, brings over 25 years of experience in Indian equity markets.
- KK is the Founder of Lion Hill Capital (LHC), an investment management firm that offers financial services and business consulting services. Prior to founding LHC in 2022, KK was the Chief Investment Officer, Equities at Sundaram Asset Management Company (Sundaram AMC).
- KK has about three decades of corporate experience across manufacturing and investment management, across organisations such as Pricol, Lucas TVS, Anush and Sundaram Mutual Fund. He joined Sundaram AMC in 2003 as Head of Research. During his tenure he has handled various roles within Fund Management and was elevated to the post of Chief Investment Officer, Equities at Sundaram AMC in April 2015.
- KK is widely recognised for his skills in identifying good long term investments opportunities in the mid, small and microcap space, which are relatively less researched in India. He has been voted among the Top 10 Fund Managers by Economic Times in 2016 and Outlook Business in 2017.
- KK is an Engineering graduate from NIT, Trichy and holds a Post Graduate Diploma in Business Administration with specialization in Portfolio Management from Loyola Institute of Business Administration, Chennai.
Jamil Saudagar
Jamil Saudagar has a corporate work experience of close to two decades across a wide spectrum of Banking and Financial Services verticals. His diverse exposure includes: Corporate Banking, Capital Markets and Fixed Income Markets.
- He has been associated with companies like Citigroup, IL&FS and Morgan Stanley in the past
- Jamil’s vast experience spans across multiple functions like Product Development; Software Development; Business Process re-engineering and many more
- At Statlane; Jamil is primarily involved in strategy ideation; strategy back-testing; database management and algorithm creation.
- Jamil has completed his M.M.S. (Finance) from the University of Mumbai.