Anush Modi

About Anush Modi

It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price. – Warren Buffett A piece of valuable advice given by Mr. Buffett through one of his letters to his shareholders, it serves as one of my basic tenets of investing, using which, I help my clients achieve their investment goals. As an expert in building clients’ direct equity portfolios, I have an eye for spotting high-quality businesses that will continue to deliver profits. Also, a wonderful company for me is one whose intrinsic value is self-evident and one which I can fully comprehend. To hone my professional skills, I have completed certifications from AMFI and IRDA, in addition to, an Executive Course in Portfolio and Investment Management from IIM Bangalore. Also, I have pursued Bachelors and Masters’ degrees in Commerce. I commenced my career (and still continue my professional journey) with Kotak Mahindra Group. Here, I have progressed from grassroots level to become an integral member of Kotak Securities’ leadership team. My ability to analyse clients’ (HNIs, large business houses, and seasoned professionals) needs and structure their investment portfolios; manage/mitigate investment portfolio risks; and apprise clients on fair prices of wonderful companies helped me achieve several successes throughout my tenure. Currently, I am a Senior Vice President of Kotak Securities’ Private Client Group, where, I manage direct equity business, Non-Discretionary PMS and Block trades for Kotak Private. Key highlights in this role include growing the business’ topline and creating structures for deals. When I am not busy creating/preserving clients’ wealth, I enjoy playing and travelling to play golf. Golf not only helps me improve my focus, but also, teaches me the importance of commitment. Let’s connect! You can write to me at a••••••••@gmail.com.

Experience

1. Senior Vice President

   Kotak Neo

   May 2022 — Present · Mumbai, IN

   Lead and mentor team for managing direct equity portfolios for Kotak Wealth Management and Kotak International business units. Also, manage broking business for both the business units, advise clients on unlisted ideas, and drive efforts for growing margin funding book. Key Highlights: Grew wealth business\' top line by several crores (INR). Also, grew MTF book by several thousand crores (INR) by acquiring marquee investors/traders Created successful structures as per needs of clients Established company\'s presence (direct equity business) in tier II and tier cities of India Recognised for driving maximum business volume across Kotak Securities

Education

• Indian Institute of Management Bangalore

  Executive Course in Portfolio and Investment Management

  2010 — 2012

• JAI HIND COLLEGE, MUMBAI

  Bachelor of Management Studies (BMS)

  2003 — 2006

• Lala Lajpatrai Institute Of Management

  Master of Commerce

  2006 — 2008

Skills

• Capital Markets
• Equity Research
• Finance
• Portfolio Management
• Equities