Profil
Mr. Kapil Punjabi is a Vice President & Fund Manager of Fixed Income at HSBC Asset Management (India) Pvt Ltd. He joined the firm in March 2014 and has over 12 years of experience in research and fixed income management.
Mr. Punjabi was previously employed as a Manager by Edelweiss Securities Ltd., a Portfolio Manager by Edelweiss Asset Management Ltd., and a Fund Manager by Taurus Asset Management Co. Ltd.
Postes actifs de Kapil Lal Punjabi
| Sociétés | Poste | Début |
|---|---|---|
HSBC Asset Management (India) Pvt Ltd.
HSBC Asset Management (India) Pvt Ltd. Investment ManagersFinance HSBC AM-India is an active, long-term manager which seeks to invest in companies they believe have sustainable business growth and which are trading at a substantial discount to their intrinsic value. The firm adopts a blend of value and growth strategies for stock picking and utilizes a bottom-up approach. HSBC AM-India constructs portfolios primarily following a buy-and-hold strategy. They may hedge portfolios to protect potential downside utilizing F&O and effective use of cash. Their investment decisions are process-driven and involve fund managers and sector specialists. For fixed-income portfolios, HSBC AM-India adapts the HSBC Global Investment Process for Asset Management, monitoring duration, credit, curve positioning and security selection. They employ a combination top-down, bottom-up approach applying the top-down perspective to duration and credit and the bottom-up perspective to curve positioning and security selection. | Portfolio Manager-Fixed Income | 04/03/2014 |
Anciens postes connus de Kapil Lal Punjabi
| Sociétés | Poste | Fin |
|---|---|---|
Taurus Asset Management Co. Ltd.
Taurus Asset Management Co. Ltd. Investment ManagersFinance TAMCO is an active investor which primarily manages portfolios invested in equity, equity-linked securities and fixed-income. The bulk of the firm's investments are held in Indian securities, across sectors and market caps. As a growth-oriented investor they select large-, mid- and small-caps to reduce index specific volatility and aim for long-term capital appreciation. As a value-oriented investor they primarily select small- to mid-cap companies, which are undervalued by the market and have good growth potential. They also manage portfolios which focus exclusively on blue-chips and large-caps. As a fixed-income investor they invest in money market securities and short term, high-quality debts. | Portfolio Manager-Fixed Income | 01/03/2014 |
Nuvama Wealth Management Ltd. (Broker)
Nuvama Wealth Management Ltd. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/11/2009 |
Edelweiss Asset Management Ltd.
Edelweiss Asset Management Ltd. Investment Trusts/Mutual FundsMiscellaneous EAM is an active, team-based, research-oriented manager which follows a disciplined, process-oriented investment approach to help investors achieve their financial goals. The Edelweiss mutual funds portfolio encompasses the entire risk return spectrum and is designed to offer the best opportunity to investors for investment growth, with constant focus on risk and preservation of capital. | Gestionnaire de Portefeuille-Actions | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
HSBC Asset Management (India) Pvt Ltd.
HSBC Asset Management (India) Pvt Ltd. Investment ManagersFinance HSBC AM-India is an active, long-term manager which seeks to invest in companies they believe have sustainable business growth and which are trading at a substantial discount to their intrinsic value. The firm adopts a blend of value and growth strategies for stock picking and utilizes a bottom-up approach. HSBC AM-India constructs portfolios primarily following a buy-and-hold strategy. They may hedge portfolios to protect potential downside utilizing F&O and effective use of cash. Their investment decisions are process-driven and involve fund managers and sector specialists. For fixed-income portfolios, HSBC AM-India adapts the HSBC Global Investment Process for Asset Management, monitoring duration, credit, curve positioning and security selection. They employ a combination top-down, bottom-up approach applying the top-down perspective to duration and credit and the bottom-up perspective to curve positioning and security selection. | Finance |
Taurus Asset Management Co. Ltd.
Taurus Asset Management Co. Ltd. Investment ManagersFinance TAMCO is an active investor which primarily manages portfolios invested in equity, equity-linked securities and fixed-income. The bulk of the firm's investments are held in Indian securities, across sectors and market caps. As a growth-oriented investor they select large-, mid- and small-caps to reduce index specific volatility and aim for long-term capital appreciation. As a value-oriented investor they primarily select small- to mid-cap companies, which are undervalued by the market and have good growth potential. They also manage portfolios which focus exclusively on blue-chips and large-caps. As a fixed-income investor they invest in money market securities and short term, high-quality debts. | Finance |
Nuvama Wealth Management Ltd. (Broker)
Nuvama Wealth Management Ltd. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Edelweiss Asset Management Ltd.
Edelweiss Asset Management Ltd. Investment Trusts/Mutual FundsMiscellaneous EAM is an active, team-based, research-oriented manager which follows a disciplined, process-oriented investment approach to help investors achieve their financial goals. The Edelweiss mutual funds portfolio encompasses the entire risk return spectrum and is designed to offer the best opportunity to investors for investment growth, with constant focus on risk and preservation of capital. | Miscellaneous |
















