Akshay

Jain
+91-8882634262

akshay.jain_91@yahoo.com

Gurugram, India 122002

TECHNICAL EXPERIENCE
PROFESSIONAL
09/2024 - Current
SUMMARY
Equity Fund Manager/Head of Equity
A professional well-versed in Kshema General Insurance | India
investment management as a fund
• Managing AUM of ~₹500 crore with a positive alpha of +9% in the first nine
manager for equity, derivatives
months of equity fund management, with hedging through index and stock
(including algorithmic trading
options as regulated by IRDAI/SEBI.
systems), and other asset classes like
• Developed, implemented, and optimised public equity investment strategies,
commodities, fixed income, real
including quant models to drive long-term growth and liquidity management,
estate, etc. Highly effective at
while adhering to corporate objectives, risk tolerance, and regulatory
developing and executing investment
requirements.
decisions to enable growth
• Conducted comprehensive market research using top-down and bottom-up
opportunities in AIF-III/hedge funds
approaches, financial analysis to identify and capitalize on investment
or long-only funds.
opportunities in the equity space.
• Managed a team of equity analysts with diverse sector expertise, leveraging
their specialized research and insights to analyze specific industries and
EDUCATION companies.
• Collaborated with cross-functional teams to ensure compliance with audit,
2023
IRDAI, and SEBI regulatory government bodies and companies' policies.
CFA Institute | USA
• Engaged with investee companies' management, industry experts, and a
CFA Level II: Investment, Portfolio,
strong professional network of institutional investors to gain deeper insights
Economics & Finance
into market trends and businesse quant

2013
04/2022 - 08/2024
Institute Chartered Accountants of
Head of Equity (Research & Risk) - Acting CIO
India | India
Samruddhi Investors (Family Office) | India
Chartered Accountancy: Finance &
Investment • Contribute to the long-term growth of the fund by managing AUM of more
than INR ₹1,500 crores in flexi-cap equity across sectors and other asset
2012 classes, as per the fund's IPS and risk-return objectives.
University of Delhi | New Delhi, DL • Used naked derivatives strategies to generate a strong ROI of more than
B.Com(Honours): Finance & 35%, hedging strategies while neutralising the delta (risk cover), and
Economics arbitrage (risk-free) under the fund structure.
• Developed algorithmic trading models using Python and other programming
2009 languages to automate strategies in the derivatives market. These models
were designed to execute high-frequency and mid-frequency trades based
CBSE Board | New Delhi
on momentum indicators, and arbitrage opportunities.
XII: Commerce with Mathematics
• Implemented robust data pipelines for real-time market data ingestion using
API, signal generation based on technical indicators and AI, order execution,
and performance monitoring using backtesting to ensure accuracy and
CORE COMPETENCIES efficiency in dynamic trading environments.
• Managed stakeholder expectations through effective communication,
• Skills: Industry and Company
ensuring alignment and support for IT initiatives across the organisation.
analysis,
• Conduct in-depth analysis of portfolio companies to identify their competitive
Hedging/Arbitrage/Speculation
advantages over peers, research focus industries, and macro-events from a
through Derivatives, Commodities,
fundamental perspective. Develop and implement an equity investment
 Due diligence, Risk-adjusted Alpha strategy that remains aligned with market trends, economic indicators, and
focus regulatory changes.
• Development: Algorithmic trading • Build and maintain strong relationships with external partners, including
platforms using brokers' APIs, external fund managers, portfolio management services, mutual fund
quant-based multi-factor models, managers, DIIs, FIIs, PE/VC firms, advisors, investment and merchant
financial modelling and valuation, bankers, wealth managers, incubators, and brokers who assist in deal
IRR/NPV projects sourcing.
• Leadership: Stakeholder • Conduct research activities, including data collection, literature reviews, and
communication, team management, surveys. Implement best practices in implementing investment strategy,
risk management portfolio construction, and asset allocation.
• Tools: Bloomberg, S&P Capital IQ, • Conduct thorough financial analysis, valuation and entry/exit pricing of the
Tracxn, MergerMarket, IBIS World, investments based on advanced technical and quant analysis.
Tableau, MS Excel Plug-ins (BB &
Capital IQ terminals) 07/2020 - 04/2022
Senior Manager - Asset Management
KPMG | Gurugram
CERTIFICATIONS • Conducted portfolio reviews and assessed the impact of budgetary changes
and evolving regulatory frameworks on client portfolios for multiple family
• Certificate in Financial Modeling
offices, informing investment decisions.
and Valuations from The Wall
Street School • Conducted strategic business assessments by leveraging market trends and
• NISM Certificates Investment competitor analyses to determine market fit and positioning. Developed
Advisor and Portfolio Manager business cases to support new investments, strategic initiatives, and process
optimizations.
• Executed comprehensive due diligence across financial, tax, legal, and
commercial dimensions, estimating intrinsic company values using valuation
ACHIEVEMENTS methods such as DCF analysis, relative valuation, and precedent
• Accelerated revenue, cut costs, and transactions.
enhanced profitability. • Led financial modeling efforts for business valuation and project financing in
the traditional energy (oil and gas) sector (upstream and downstream) and
• Drove expansion and ensured
renewable energy sectors like solar, performing sensitivity analyses on key
financial stability.
• Ensured risk compliance at a firm performance metrics.
level. • Delivered in-depth financial analysis, market research, and competitive
• Received firm-level awards for assessments, including scenario and sensitivity analyses, while tracking
critical financial metrics and KPIs.
excellence.
• Synthesized industry and company analyses into actionable investment
theses, presenting findings to inform decision-making.
• Identified strategic investment opportunities (buy-side) and optimized asset
INTERESTS liquidation and equity raises (sell-side), managing the full deal cycle from
• Stay updated on the macro- inception to completio
environment, business and financial
news, policies, and regulations. 01/2014 - 07/2020
• Continuous learner with an Manager - Investment Management & Equity Research
analytical mindset. Deloitte | Gurugram, India
• Passionate about travel, • Analyzed the industry in terms of size, growth, and key trends. Assessed the
networking, cricket, and badminton. competitive landscape in terms of SWOT analysis, such as barriers to entry,
purchasing power, technological advancements, and customer and supplier
analysis.
LANGUAGES • Understand the regulatory framework governing the industry, as changes in
regulations can have a significant impact on company operations.
• English and Hindi. • Developed and maintained detailed financial models to assess valuation,
projected returns, and potential risks associated with various investment
opportunities.
• Prepared well-structured investment memos, reports, and presentations to
effectively communicate investment recommendations to clients, senior
management, and investment committees.
• Monitored and tracked the performance of existing investments, conducting
regular reviews and offering recommendations for portfolio adjustments as
necessary.
• Considered macroeconomic factors like interest rates, inflation, and economic
cycles that may affect the industry's performance.
• Performed company analysis with a detailed review of MD&A section and
financial statements, key ratio, quality of management and corporate
governance, competitive positioning, business models with various product
and services.
• Create earnings forecasts and estimates for the company based on the
analysis, taking into account industry trends and company-specific factors.
• Performed financial models for various industries and analysed financial
data to identify the emerging opportunities and risk and provide
recommendations accordingly.

08/2010 - 08/2013
Senior Associate
V. K. Verma & Company | New Delhi, India

• Equip investors with clear, standardized financial statements adhering to

IFRS which enabled accurate assessment of the fund's financial health,
supporting informed investment decisions.
• Diligently tested financial statements, such as account balances, transaction
classifications, and disclosure requirements, enhance transparency and
reduce misleading data risk.
• Successfully led the transition to IFRS standards, showcasing dedication to
consistent, globally recognized financial reporting. Strengthened
comparability and eased cross-border investment evaluations
• Performed loan growth and Non-Performing Asset (NPA) assessments, while
providing investors insights into investment health within banking sectors.
Facilitated understanding of financial implications and investment stability.
• Executed revenue audits for hotel investments, ensuring accurate income
source reporting and alignment with industry benchmarks. Boosted investor
confidence in hospitality-related investment performance.
• Performed cost-benefit analyses for oil exploration units, delivering
profitability insights for investor ventures. Empowered strategic investment
decisions by unraveling financial implications of oil exploration.
• Directed audits of group financial statements, providing holistic insights into
the investment portfolio. Enabled investors to assess overall performance,
risks, and opportunities across diverse investment vehicles.

FUNCTIONAL EXPERIENCE
• Successfully drove business growth through well-defined strategies.
• Proficient in building and maintaining client relationships, identifying new
investment opportunities, and ensuring high levels of client satisfaction.
• Skilled in delivering retun expectations on time while effectively managing
risks and ensuring stakeholder alignment.
• Implemented effective practices to maximize team members' potential,
including clear performance expectations, regular feedback, coaching, and
growth opportunities.
• Demonstrated strong financial leadership, contributing to the organization's
financial success and stability.