Ajay Sharma
President
Ajay Sharma is a seasoned expert in fund management and equity research. He has a deep understanding and a successful track record of managing capital for prestigious institutions, endowments, foundations, and family offices. Before joining Edelweiss, Ajay was the Managing Partner at Calibrium Capital. His entrepreneurial spirit is evident from his founding roles at Flowering Tree Investment Management, mangotown.in.
His career also includes significant tenures at Asian Management (JH Whitney), CLSA, and JM Morgan Stanley, enriching his industry experience.
He is an alumnus of the Indian Institute of Management, Ahmedabad (IIM -A), complemented by a Bachelor of Pharmacy from the Indian Institute of Technology, Varanasi.
Ajay has a unique skill, he has analysed and invested in companies not just in India, but also China, Japan, Australia, and South East Asia. He brings a truly global perspective to investing.
Ajay is an award-winning analyst. He was the top-rated analyst by Asiamoney & Business Today. He published some thought-provoking research of the healthcare industry and predicted severe price deflation in generics.
He has built businesses from scratch which include Asset Management, 3D Printing and Therapy Centres for special needs children.
Having been an entrepreneur himself and interacted with many, Ajay understands entrepreneurs, he can relate to the difficulty they face in building out businesses through all the ups and downs, the peaks and the valleys.
From the 25 years of being an investor and entrepreneur, Ajay has formulated a unique investment philosophy. The G2G Framework, Buy businesses during 1) Good-to-Great phases, and Avoid 2) Great-to-Good pitfalls. He believes everything is cyclical including businesses we invest in. His portfolio construction and risk management is driven by a disciplined and process-driven approach, which leads to better investment outcomes.
Ajay is a voracious reader and tennis player.
Gautam Berry
Fund Manager
With over a decade in the finance industry, Gautam Berry has earned the moniker "Hustler" within his team due to his ability to juggle multiple roles. Growing up surrounded by investors and traders ignited his fascination with equities, leading him to pursue an MSc in Finance and earn the prestigious CFA Charter after completing his engineering studies.
Gautam's career has spanned research, trading, operations, and spearheading processes for new fund launches, demonstrating his adaptability and leadership in navigating the complexities of financial markets.
Outside the office, Gautam embraces a laid-back demeanour, cherishing moments with his family, playing with his toddler, and enjoying enriching conversations with friends over coffee. Balancing these facets of life enhances his perspective and fuels his effectiveness both professionally and personally.
Gautam's journey is a fusion of passion, expertise, and a commitment to continuous growth, enriching his role in finance and his interactions across all aspects of life.
Melroy
Rodrigues
Dealer
Melroy Rodrigues has over eight years of experience in the finance industry. His career began at a broking firm as a Research Associate, a role he held for more than a year. In 2017, he joined PGIM India Asset Management Pvt. Ltd. (formerly known as DHFL Pramerica Asset Managers Pvt. Ltd.) as a Research Associate.
In 2019, he transitioned to the PMS department and began his role as an Equity Dealer. Since then, he has thrived in this position, managing both PMS and later the Mutual Fund side of the business. Melroy holds a Master of Management Studies (MMS) degree in Finance from the Xavier Institute of Management & Research and a Bachelor of Commerce (BCom) degree from R.A. Podar College of Commerce and Economics.
Beyond his professional life, Melroy loves travelling and exploring new places. Travelling gives him a fresh perspective and allows him to immerse himself in new cultures and appreciate diverse flavours and culinary traditions. He also enjoys strategic games like chess and table tennis, finding them both relaxing and intellectually stimulating. Additionally, he has a passion for exploring local restaurants and trying new cuisines.
Rupesh Jadhav
Head,
Operations
Rupesh Jadhav has 13 years of experience in accounts, finance, and fund accounting operations. His approach to work is detail-oriented, managing and overseeing financial operations with precision. He holds a commerce degree.
He has been responsible for a range of tasks related to fund operations, such as recording and reconciling transactions, preparing and reviewing financial statements, ensuring compliance with accounting policies and regulations, and communicating with auditors, regulators, investors, and other stakeholders.
Outside of work, Rupesh enjoys spending time with his two kids and prefers activities away from screens and numbers.
Seema Bhosle
Operations
With 19 years of dedicated experience in client servicing, particularly in the account opening department, Seema has cultivated a profound understanding of the intricacies and dynamics of the industry.
At Edelweiss, Seema further refined her skills and embraced new challenges, consistently delivering high-quality service and maintaining the highest standards of client engagement.
In addition to her professional pursuits, she believes in maintaining a well-rounded and fulfilling personal life. Seema enjoys listening to music, shopping, and watching dramas during her free time.
Swati Mehta
Executive
Assistant
With over 12 years of experience, currently, she supports the Chief Investment Officer/ President at Edelweiss Financial Services Limited. Swati has completed her graduation in BCom.
As an Executive Assistant, she specialises in calendar management, travel arrangements, vendor and events management, and payments settlement.
During her free time, she likes to spend time with her child and loves cooking.
Sayma Yusuf
Operations
Sayma is a dedicated professional with three years of experience in the field of Investor Services. Sayma holds an MBA in Finance.
Sayma excels at managing and resolving requests as well as concerns from distributors and clients, ensuring a seamless and satisfactory experience for all stakeholders.
For leisure, Sayma enjoys reading books.
