Rupesh brings in more than 17 years of experience spread across listed equity investments, private equity real estate investments, credit risk assessment and evaluation of infrastructure projects.
Rupesh Patel joined Tata Mutual Fund in May 2008 and served assignments in equity research and as head of Portfolio Management Services vertical. Rupesh is presently the fund manager at Tata Mutual Fund managing the equity portfolio.
Prior to joining Tata Asset Management, he worked with Indiareit Fund Advisors Private Limited in their investments team and also held directorships to represent Indiareit Fund Advisors Private Limited on the boards of investee companies.
He also worked as head of the corporate sector ratings group at Credit Analysis & Research Limited (CARE).
Rupesh is a graduate in engineering from Sardar Patel University, Gujarat and holds a master’s in business administration from Sardar Patel University, Gujarat.
Pradeep Gokhale : Co - Fund - Manager
With over 25 years of experience, Pradeep Gokhale serves as the Senior Fund Manager at Tata Asset Management Limited.
Pradeep joined Tata Asset Management in September 2004 in investment department and was head of research prior to becoming a fund manager.
Prior to joining Tata Asset Management, he worked for 9 years with Credit Analysis and Research Ltd (CARE), where he was the head of financial sector ratings.
Pradeep started his career as a finance executive with reputed companies like Lubrizol India, Tata International and Bombay Dyeing.
Pradeep is a Chartered Accountant and a Chartered Financial Analyst. He also holds a Bachelor’s degree in Commerce.
Sonam Udasi : Co-Fund Manager
Sonam Udasi - backed with 19 years of his expertise in Equities Research is presently the Fund Manager for many of the equity schemes at Tata Asset Management, since April 2016.
Sonam joined Tata Asset Management as Head Research in April 2014. He has also served as the Principal Officer for the Portfolio Management Services vertical of Tata Asset Management.
Prior to joining Tata Asset Management, Sonam headed the Research Team at IDBI Capital Market Services Ltd. for 4 years. During this tenure, IDBI Capital Research Team was rated as No. 3 “Top Most Award Winning Team” by Thomson Reuters Starmine Awards for Excellence for Fiscal Year 2013.
He started his career as an Analyst with the Quantum Group headed by Ajit Dayal, building expertise in sectors like Consumer Staples, Retail, Media, Pharma and Utilities.
He later joined JM Financial AMC as Senior Analyst reporting to the CIO. Apart from this, he has also worked with erstwhile ASK Raymond James and BRICS Securities (Head – Consumer Vertical).
Sonam has a Post Graduate Diploma in Business Administration, specializing in Finance.