Who We are

Invesco Asset Management (India) Private Limited
With an average asset base of over INR 24,635.39 crores (for the quarter ending June 2019), Invesco Asset Management (India) aims to serve investment needs of individual investors, corporate and institutions through mutual funds and sub-advised portfolios. Our product portfolio is managed by individually focused management teams to create optimum balance and results. We are committed to providing financial care and top class service. We subscribe to sustainable business models and processes that factor in the dynamism of the business in fast changing market scenarios. Investors can expect best-in-class investment products that will leverage on our expertise and global resources of Invesco.
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Invesco
Invesco Limited is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. NYSE: IVZ
For details visit www.invesco.com
Organizational Strength
  • One of the world’s leading independent global investment management firm
  • USD 954.8 billion in assets under management around the globe
  • Dedicated investment professionals 
  • Publicly traded on NYSE, S&P 500 constituent
  • Solid financials, investment grade debt rating, strong balance sheet
  • Objective investment perspective and industry voice

Client Focus
  • “Investors First” Focus and commitment to helping clients pursue their financial goals
  • Dedicated relationship professionals specialized by channel and client needs
  • Dedicated support with a wide variety of business-building solutions and experts to help our clients succeed

Global Presence
  • Portfolio managers, analysts and researchers across North America, Asia-Pacific and Europe
  • On-the-ground presence in more than 20 countries, serving clients in more than 120 countries
  • More than 7,000 employees worldwide
Sources: Invesco. Assets under management and data as of 31st March 2019; Invesco Ltd. AUM includes all assets under advisement, distributed and overseen by Invesco. Invesco PowerShares Capital Management LLC is the sponsor for the PowerShares QQQ and BLDRS products. ALPS Distributors, Inc. is the distributor of PowerShares QQQ, BLDRS Funds and the PowerShares DB Funds. Invesco PowerShares Capital Management LLC and Invesco Distributors, Inc. are indirect, wholly-owned subsidiaries of Invesco Ltd. Invesco Distributors, Inc. is the U.S. distributor for Invesco Ltd.’s retail products. Invesco Ltd. is not affiliated with ALPS Distributors, Inc. or Deutsche Bank.
Senior Management Team
 Saurabh Nanavati
  Principal Officer
 
 

As the Chief Executive Officer, Saurabh oversees all functions, including strategy, investments, operations and sales in India and has been instrumental in the successful establishment and growth of the mutual fund business, since its inception in 2008. Under his astute leadership, the AMC acquired the operations of Lotus Mutual Fund at the peak of the global crisis in November 2008, turned around the operations successfully and expanded the business manifold, both in domestic and global markets during 2009 -2012. Saurabh also piloted the AMC's joint venture (JV) with the global leading independent asset manager, Invesco in March 2013 and within a span of three years has successfully steered the JV to a full-fledged ownership by Invesco in India. His last assignment was with HDFC Standard Life Insurance as Chief Investment Officer; overseeing USD 2 bn across asset classes. Prior to HDFC Standard Life Insurance, he was with Deutsche Asset Management for 4 years. He spent the first 20 months with Deutsche Asset Management in India, as Head of Institutional Sales, when they started their operations. He subsequently moved to Singapore as the Business Manager for their Asia (Ex-Japan) region, primarily focused on general management and overseeing day-to-day operations. He played a pivotal role in establishing Deutsche's Asset Management Joint Venture in China with Harvest Asset Management. His earlier assignments include stints with multinational institutions like Reuters and HSBC India. Saurabh holds an Electronics Engineering degree and is an MBA in Finance from Jamnalal Bajaj Institute of Management Studies. He is also a Director on the Board of Association of Mutual Funds of India (AMFI), MF Utilities India Pvt. Ltd. and was Chairman of the AMFI standing committees on ARN (2015-19) and Operation & Compliance (2011-14).

 
Fund Manager
Amit Nigam
Fund Manager
 
Profile
Joined
:  2018
 
With Team
:  1 years
 
Total Experience
:  18 years
 
 

Amit is responsible for the PMS equity management function at Invesco. He has over 18 years’ experience in the Indian equity markets. In his last assignment, Amit was working with Essel Mutual Fund as Head of Equities where he was responsible for the equity management function at the firm. In the past, he has also worked with companies like BNP Paribas Investment Partners, BNP Paribas Mutual Fund, SBI Funds Management & Reliance Industries Ltd. Amit holds a Mechanical Engineering Degree from Indian Institute of Technology Roorkee and a PGDBM from Indian Institute of Management, Indore.

Our equity investment philosophy is centered on generating capital appreciation for the investor. The primary emphasis is on providing the investor with a degree of capital appreciation, superior to that of the returns from the equity class as represented by a market index over the longer term. Our core investment premise is that the equity markets are not completely efficient. A well-organized and thorough research effort combined with a disciplined portfolio management approach will enable out performance of the market index over time.

A key pillar of our disciplined approach is to stay true to the mandate of the specific fund as specified in the offer document under all circumstances. This is key to generating superior performance over time even though there could be times when staying true to the mandate may result in short-term underperformance. Our investment philosophy is a matrix framework of Company, Industry, Economic and Technical analysis. The equity team will provide many of the inputs for this framework, but we will also use inputs from external sources as and when required. This open framework is combined with an environment that encourages regular and constant debate; which we believe leads to superior decision making.

Mutual Fund Online Investment
Stock categorization system
The objective of our stock categorization system is to enable us to identify stocks that are likely to be the best investments from within our universe. Each category of stock has a description of fundamental attributes that we expect the company to possess. The categorizations are as follows:
Stock
Category
Descriptions
(eg.)
Growth Prospects (eg.) Company Attribute
(eg.)
Financial Parameter (eg.)
Star Young companies High growth Entrepreneur vision, scalability Operating Leverage
Leader Established companies In line or better than industry Track record of leadership, globally competitive Industry leading margin / ROE
Warrior Young / established companies Better than industry Unique proposition and / or right place, right time Margin & ROE expansion
Diamond Company with valuable assets Low growth Management intent to unlock value Value of asset / business
Frog Prince Company in a turnaround situation Back to growth Intrinsic strengths in core business P2P, ROE expansion
Shotgun Opportunistic investment Positive surprise Corporate event, restructuring, earnings news Event visibility
Commodities Call on the cycle is paramount Positive Integration, cost efficiency, globally competitive Profit leverage
*  P2P - Path to Profit, ROE - Return on Equity
Stocks that fit into one of these categories typically display superior return profiles, but more importantly this enables fund managers to focus on the attributes that drive stock price performance and keep a watch for red flags.

The philosophy for managing fixed income portfolios revolves around optimizing risk adjusted returns for the investor by investing in high quality credit assets, managing interest rate risk and minimizing liquidity risk.

Our fixed income investment philosophy is based on a top down research oriented model with focus on economic data analysis. We strive to generate optimized risk adjusted returns by providing for safety of capital, liquidity of funds and investment income for the investors. The portfolios are actively managed for both the interest rate risk, credit and liquidity risk. The interest rate risk is managed across duration buckets and portfolio composition is managed through active asset allocation across credits and the liquidity risk through a well-diversified portfolio.

The investment team follows a disciplined research oriented investment process to meet fund-specific investment objectives on a long-term investment horizon. The fund manager strives for outperforming the benchmark by selecting superior credits, based on the in-house analytical credit research and interest rate direction calls without compromising on the liquidity risk.

The credit risk assessment constitutes an integral part of the investment process and is carried out across sectors covering manufacturing, finance and services. By applying the credit model, we determine and monitor the credit worthiness of an issuer and assess the credit exposure limit. Our internal credit rating acts as a powerful risk containment tool that allow the fund manager to narrow down select credits to match the credit strategies of individual funds.

Fixed Income Mutual Funds
What Sets Us Apart?
Ours is a culture founded on innovation, integrity and intellectual rigour, combining a disciplined investment approach with an unwavering commitment to exceptional, individualized service. Our team of portfolio managers and analysts provide our clients access to unique insights, deep intellectual capital and a range of investment solutions across multiple strategies. Our Fund Management Team is experienced in designing and executing cost-effective, value enhancing investment approaches to preserve and grow wealth for the long term.

Build your career with us

We believe employees are important stakeholders in the growth and development of our organization. We value, nurture and reward the application of intellectual expertise across our company. We back this up by actively encouraging people to develop their skills and build on their professional qualifications.

We work in a knowledge driven environment that fosters and demands cohesive teamwork, unconventional thinking and continuous learning. The atmosphere is one of knowledge generation and sharing.

We aim to provide employees with an invigorating and professional work environment based on respect, openness and trust. A strong commitment to perform with a passion for excellence is what we expect from our employees.

If you're interested in pursuing a career with Invesco Mutual Fund or any of our Invesco affiliates, please visit the Invesco career center to review our opportunities. Research what makes our company one of the premier investment leaders in our industry and learn about some of the many benefits of working here.



Visit Invesco Careers

 
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