
Neeraj brings nearly two decades of invaluable experience in the financial services industry, encompassing diverse roles in corporate banking, equity research, and investment management. In his capacity as a Fund Manager, he assumes the responsibility of delivering superior risk-adjusted returns that align with the specific mandates of our clientele. In his most recent position ,Neeraj served as the Director and Head of Research at Equirus PMS ,where he oversaw the research process as well as played an active role in generating investment ideas within its Multi-cap PMS scheme. Prior to this, Neeraj held the position of Vice President – Equities, within the Investment Management Team at Franklin Templeton India, which managed portfolios with assets exceeding $6 billion in domestic funds and over $3 billion in offshore funds. Neeraj's rich and varied experience also includes significant roles at prominent Indian banks and multinational investment banks, including ICICI Bank, Axis Bank, Lehman Brothers, and Nomura Securities. Neeraj is passionate about analyzing businesses and thrives on conducting hands-on, ground-level research by engaging with customers, vendors, and company management. Neeraj is an engineer from M.N.I.T. Jaipur and he did his P.G.D.M./MBA from the Indian Institute of Management Kozhikode. Neeraj is also a CFA charter holder from the CFA Institute, USA
Axis Kaizen strategy focuses on manufacturing theme with exposure to 11 sectors. The core investment style is quality along with growth, and with a focus on under-represented segments of Indian listed markets. The objective is to deliver returns that are significantly above the benchmark index BSE 500 TR which will translate into long term value creation.
Selection of the stock depends on: Lean Production and process innovation capabilities , Scalable category or segment, Prudent capital allocation policy- Focus on working capital management, Leadership team with good track record of profitability and management of labour, Significant domestic market plus proven potential or proven export credentials ,Promoter holding is greater than 50%.







