Navin B. Agrawal | Founder & CEO | Mumbai, India
An innovator, Navin was part of the team which created the world’s first depositary receipt index, Skindia GDR Index in 1994, played a key role in restructuring Instanex Capital Inc., USA owned Ownership Indexes (Instanex FII Index, Instanex DII Index and other owner indexes) & created Technidex Stock Futures Index©, the first ever open interest based Stock Futures Index.
An Investment Strategist, he specializes in equity investing using market neutral strategies, structuring portfolios, hedged using derivatives. Navin has created real-time automated analytic models which have outperformed their underlying assets. He writes market reports & analysis based on customized research.
Navin has conceptualized, designed and executed Technidex™, offering specialized products – stock market indexes, advisory services with structured strategies, real-time automated analytic models & specialized reports.
Navin started his career as an equities trader in 1994 with Skindia Finance, one of India’s premier special situations brokerage and investment banking firms. A key member of the core team that developed Skindia GDR Index, he pioneered GDR Arbitrage & Reverse Arbitrage in Indian DRs. Navin advised a major UK-based hedge fund & handled the cross border arbitrage business, the main profit centre of the company.
As Head – Institutional Equities, he restructured & resurrected the Institutional Broking Business by building the dealing, sales & research teams – at IDBI Capital Market Services (a unit of IDBI Bank, one of India’s largest & most respected banks & financial institutions) and SMC Global Securities (a leading domestic broker & investment banker). Navin used his experience at Technidex & Skindia to introduce the desks to Quantitative & Automated Analysis as Alternate Research.
He worked closely with the Investment Banking team and was involved in the presentation, bidding, research & placement of mandates, including disinvestment programs of the Government of India.
Instanex – an India-focused investment, advisory and risk-management firm – is an alternative investment manager, serving the investment needs of private equity investors. In addition to being Head of Advisory Business, Navin played an important role in restructuring Instanex Ownership Indexes & designing Alpha & Market Neutral Strategies.
Navin graduated from H. R. College of Commerce, Mumbai University, in 1994. He lives in Mumbai with his wife and daughter.
Syed Sagheer | Head – Advisory & Strategist | Bangalore, India
Syed has nearly 8 years experience in fundamental equity research, Portfolio & Fund Management as he has the experience & benefit of having worked on the Buy & Sell sides in the Capital Markets.
Syed started his career in 2005 with Karvy Stock Broking, one of the leading Institutional brokers. He was heading the equity research team tracking mid cap stocks across sectors.
In his subsequent stints with other institutional broking companies, Syed managed a team of analysts and expanded his band-with by tracking Shipping, Logistics, Engineering / Cap Goods and Oil & Gas. He was also a key member of the team for designing & implementing business strategies.
Syed played an important role in setting up research functions at IDBI Asset Management Company and put together the Investment Manual, Risk measures, Broker ranking and empanelment process. He thereafter went on to assume the responsibilities of fund management and managed the equity portion of the Monthly Income Product.
In his more recent endeavors, Syed was consulted for a Shariah styled investment firm on their equity strategy and managed a couple of long only equity portfolios for a wealth management firm.
Syed completed his MBA from ICFAI Business School, Hyderabad in 2005 and lives in Bangalore with his wife and son.
Specialization: Syed specializes in fundamental equity research strategy and Portfolio Management. As a strategist, Syed’s forte is managing portfolios using long only fundamental bottom up equity strategies. He also has experience in managing teams and setting up processes in various capacities.