Past positions: Part of the asset liability management group at ANZ Grindlays Bank.
Investment mantra: To be successful in the markets one must manage risk efficiently.
Best call over the past few months: Early believer in the transformation of the Indian economy.
Worst call over the past few months: Not buying enough when markets fell.
Top picks right now: Industrial capital goods, financial services, and oil and gas services.
Advice to small investors: Treat equity as a long-term asset class and not as a short-term trading market.
Worst mistake small investors make: Small investors are swayed by the market noise rather than driven by long-term fundamentals.
The one thing they must never forget: Understand the risk in your portfolio.
By Rajiv Anand, Head of Investments, Standard Chartered Mutual Fund
