Noshir Khambatta (CMD)
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11 Years as active partner in M/s. Russi S. Khambatta (member of BSE). 14 Years
as Chairman & Managing Director after conversion of M/s. Russi S. Khambatta into
Limited Company Khambatta Sec. Ltd.
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Sunil Shah (Director)
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Over 20 Years experience in secondary market.
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Satish Betadpur(CEO/Head of Research)
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Satish Betadpur, CFA has been working in the financial services industry for more
than 22 years. He started his financial services career at TIAA-CREF, one of the
worlds largest private pension fund based out of New York City. At TIAA-CREF, he
worked in various roles including Equity, Fixed Income, Derivatives and Alternate
Assets, rising to the level of Managing Director at the firm. Since relocating back
to India in 2004, he has managed multiple businesses within the financial services
sector. Satish is a Chartered Financial Analyst (CFA), obtaining his charter in
1996. He holds a Bachelor in Mechanical Engineering, Masters in Mechanical Engineering
and Masters in Computer Science from Missouri University of Science and Technology,
Rolla, Missouri. He also obtained a MBA in Finance & International Business from
University of Illinois, Urbana-Champaign.
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Ronak Jhaveri (Executive Director)
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Ronak Jhaveri has over 12 years’ experience in capital markets, research, commodities and equities. On completing his MBA, Ronak joined the commodities team at one of India’s leading brokers Anand Rathi as an associate. Based on his ability to analyse data and convert them into trades, Ronak was soon promoted as a Research Analyst, covering ferrous and non-ferrous metals. A topper in Finance with a strong academic background, Ronak was chosen by the Reserve Bank of India for its summer internship programme, where he researched the global financial crisis and analysed the asset quality of Indian banks. At Khambatta Securities, Ronak currently heads the Merchant Banking division from the Mumbai office and looks after the mutual fund distribution. He is an MBA Finance from the N. L. Dalmia Institute of Management Studies and Research, Mumbai, a commerce graduate from Mumbai University, and a CFA level-2 aspirant.
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Sudhir Joshi (Executive Director)
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Born on 15th August 1951, Mr. S K Joshi is a member of the Institute of Chartered
Accountants of India. He holds an MBA degree from the University of Hull, UK. He
is Ex-Director (Finance) of Bharat Petroleum Corporation Limited (BPCL), a fortune
500 company, engaged in oil and gas sector. He has a vast experience in the industry
of over 3 decades. Besides being a head of Finance function, he was looking after
the Information Technology and Investor Relations. He has extensively dealt with
Global and Domestic Institutional Investors for over two decades. He has closely
followed the Investment process of the Foreign Institutional Investors (FII) and
Pension Fund in managing there Long Term investments. He was instrumental in formulating
the Risk Management policy for BPCL & setting up the derivatives desk for hedging
the refining margins. Currently, he is an Executive Director with Khambatta Securities
ltd, heading Wealth Management / Investment Advisory Services.
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Atul Suchak (Head of Sales )
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Atul Suchak, a commerce graduate and holding AMFI & IRDA certification for distribution
of Mutual Fund and Insurance products, has a cross sectional experience of over
20 years in the financial industry of which around 16 years’ experience is in the
mutual fund industry. He has a thorough understanding of cash management, dealing,
investments, backoffice and investor servicing. He has worked with Unit Trust Of
India for a period of 10 Years in the Investment Department (8 years) and Operations
(2 years) doing analysis of Balance Sheets of Companies as well as preparing Project
Finance Reports. He has also handled Cash management of all UTI schemes. Thereafter,
he has also handled and was responsible for client management and servicing of 5
closed-ended schemes as a Product Manager.Thereafter he has worked with Merwanjee
Securities Limited for a period of 18 months as sales dealer in equity sales (Institution).
He has also worked closely with Taurus Mutual Fund for establishing their systems
and procedures for client servicing activities.He has also worked, for about 9 years,
for Infrastructure Leasing and Financial Services Limited as a Manager and was independently
in charge of back office operations of Oppenheimer & Co. India Fund Inc. an US$500
mn for which IL&FS acted an Advisor. Also worked as an Investor Relations Manager
for IL&FS Mutual Fund and was responsible for all client servicing functions
and liaisoning with R&T Agents as well as banks.Thereafter, since August 2002,
he started his own business for distribution of financial products which included
Mutual Funds, Life Insurance, Fixed Deposits, RBI Bonds, Real Estate.
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Atis Chattopadhyay (Senior Advisor)
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Atis Chattopadhyay, a Chartered Accountant after acquiring B.Com.(Hons.) degree
from University of Calcutta, has worked for a couple of years with Lovelock &Lewes
(Chartered Accountants ) and India Paper Pulp Co. Ltd. Thereafter he switched on
to the Financial Service Industry. He worked for The Oriental Insurance Company
Limited in their Investment Department in various capacities for five years. Later
he switched to Unit Trust of India to work in the Investment Department. He served
there for ten years as Manager, Assistant General Manager, Deputy General Manager
& at last as a CEO of Unit Trust of India Investment Advisory Services Limited an
advisory company to the India Growth Fund Inc., listed on the New York Stock Exchange.
In UTI he has handled both the Money and Equity Market. Prior to the present occupation
he worked as Chief of Institutional Business with Pratibhuti Viniyog Limited & Sovereign
Securities (P.) Limited.
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Atish Matlawala (Assistant Vice President )
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Atish R Matlawala has more than eight years experience in the field of Equity research.
He has worked with several Domestic institutional brokers and has tracked sectors
like Cement,Infrastructure, Power & Capital goods. He has a strong acumen for picking
stocks that has given superior returns compared to peers. He is an MMS – Finance
from Jamnalal Bajaj institute of Management studies, Mumbai and a Chemical Engineer
from Mumbai University.
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Ritwik Bhattacharjee (Assistant Vice President
)
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Ritwik has over 9 years experience into research, principally into the capital markets
and equity research. After working for a couple of years in the non-profit sector
and the microfinance industry, Ritwik joined a research services firm called Netscribes
following the completion of MBA. Thereafter in 2006 Ritwik joined and helped establish
the Indian subsidiary of the independent research firm IIR Group Plc, where he was
the Joint Country Manager until the end of 2010. Currently Ritwik looks at the Indian
economy and the Financials sector as AVP, Institutional Research at Khambatta Securities
Limited. Ritwik obtained an MSc degree from Calcutta University in Economics and
an MBA from the Indian Institute of Social Welfare and Business Management (IISWBM),
Calcutta University.
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Fathima Khan (Assistant Vice President )
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Fathima has over 3 years experience in research, principally into the capital markets
and equity research. After training with a pharmaceutical company to be a product
manager, Fathima joined the independent research firm IIR Group Plc, where she gained
experience as a research analyst specializing in the Pharmaceutical sector until
the end of 2010. Currently Fathima looks at the Indian Pharmaceutical sector as
AVP, Institutional Research at Khambatta Securities Limited. Fathima obtained a
BSc degree from Mumbai University in Microbiology and a MBA in Biotechnology Business
Management from the South Indian Education Society College Of Management Studies.
She also obtained a Post Graduate Diploma in Securities Market Program from Indian
Institute of Capital Markets.
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Nirav Shah (Assistant Vice President )
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Nirav shah has experience of more than 7 years in the financial services industry.
After completing MBA in finance from N. L. Dalmia Institute of Management Studies
and Research, Nirav worked with Netscribes (India) Pvt. Ltd as an equity analyst
and was involved in giving out equity recommendations on major global companies
in the Oil & Gas and Utility sector, based on detailed analysis. After that Nirav
was with IIR Group Plc, as Senior Equity Research Analyst and headed a team of analysts
conducting sector study and equity research on global companies and IPOs. At IIR
Group Plc he also worked as a Project Manager for equity research project with a
foreign client. Currently Nirav works as AVP for Investment banking operations of
Khambatta Securities Ltd. and also tracks a portfolio of Indian Oil & Gas stocks.
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Devang Bhatt (Assistant Vice President )
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Devang Bhatt has been working for about five years in the field of Equity Research.
During his previous stint with IIR Group Plc he has worked as a Senior Equity Research
Analyst covering Telecom & IT companies. He has not only successfully led and handled
a team of analyst but also played a vital role in introduction of various value
added research products & models in the organization. He holds a Bachelors in Commerce
from Mumbai University and has obtained a MBA in Finance from NL Dalmia Institute
of Management Studies and Research, Mumbai .
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Prashant Gattani (Assistant Vice President )
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Prashant Gattani has around four years of experience in the field of Investment
Research. Prior to joining Khambatta, he worked as a senior research analyst in
a leading financial KPO where he successfully set and led an equity research team.
Before that he has worked as an equity research analyst with IIR Group Plc, one
of the leading global independent equity research firm for three years. At IIR Group,
he covered global banking & financial services and telecom & media sectors. Prashant
has consistently achieved top position among various analyst ranking surveys for
a portfolio of stock under his coverage. He is an MBA –Finance from NL Dalmia Institute
of Management Studies and Research, Mumbai and BBA gold medallist from JNV University,
Jodhpur.
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Ronak Jhaveri (Assistant Vice President)
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Ronak Jhaveri has over four years experience in research, commodities and equities.
On completing his MBA, he joined Anand Rathi Commodities as an associate. Spotting
his abilities to analyse data and convert them into a trade, he was soon promoted
to a Research Analyst where he covered ferrous and non-ferrous metals. With a strong
academic background and as a topper in Finance, he was marked by the Reserve Bank
of India for the summer internship programme, where he researched the global financial
crisis and analyzed the asset quality of Indian banks. Currently he analyzes large-cap
stocks in Metals and Mining as AVP, Institutional Research at Khambatta Securities.
He is an MBA Finance from the N. L. Dalmia Institute of Management Studies and Research,
Mumbai, a commerce graduate of Mumbai University and a CFA level-2 aspirant.
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Raj Jha (Assistant Vice President)
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Raj Kumar Jha, a Master in Economics and MMS in Finance from NL Dalmia Institute
of Management Studies and Research, has experience of more than five years in Equity
Research. His previous assignment was with BNK Capital where he worked as a Senior
Equity Research Analyst covering BFSI & Infrastructure sector. Prior to BNK Capital
he was in CNI Research Limited where he successfully led a team of research associates
while playing a significant role in globalization of the company.
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Malika Pal (Research Analyst - Investment Banking)
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Malika has cumulative experience of over a year. She has a BE (Electronics) Degree
from Mumbai University. Thereafter, she attended London School of Economics to learn
Managerial Accounting and Financial Control. She has gained professional training
from School of Investment Banking. After her training, she worked as an associate
to the VP at IFIN (IFCI GROUP), in equity research, tracking the capital goods sector.
She is now working as an Investment Banking analyst at Khambatta Securities Limited.
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Ravikant Sangepag (Analyst)
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Ravikant has three years of experience in financial services sector, After working
with ICICI Prudential Life Insurance Company Ltd. and Capgemini India Ltd. he joined
research team in Sep 2011. Ravikant is Mechanical Engineer and a candidate of CFA
level II exam conducted by CFA Institute, USA
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Avinash D’silva (Admin/HR)
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Avinash has more than eight years of experience in Financial Services organization
in the area of Administration and HR services. He has worked at CRISIL and IIR Group,
prior to joining Khambatta Securities Limited. Currently, Avinash is handling administrative
tasks involved in empanelment, mutual fund sales and HR related activities at Khambatta
Securities Limited. Avinash has a Bachelor of Arts degree from Mumbai University.
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Ritwik Bhattacharjee (Assistant Vice President)
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Ritwik Bhattacharjee has over 18 years' experience in research, consulting, investment advisory, and knowledge services. Ritwik has successfully set up businesses, built and led large teams, and managed research operations, global delivery, client engagement, and people in the financial services, consulting, and knowledge services sectors. His broad areas of expertise are investment research, business research, industry research, business modelling and valuation, and development consulting. Ritwik founded Impaxsus, a development research and consulting firm operating in the CSR, sustainable business and not-for-profit sectors. Earlier, Ritwik set up the Indian subsidiary and research practice of Independent International Investment Research Plc, one of the UK's leading independent investment research providers. At Khambatta Securities, Ritwik leads research, execution of valuation/business advisory projects, and other knowledge initiatives. He holds an MBA degree with Finance specialisation from the Indian Institute of Social Welfare & Business Management, Kolkata, and an MSc in Economics & Econometrics from Calcutta University.
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Chandan Mishra (Assistant Vice President, Company Secretary)
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Chandan Mishra has 6 years’ experience in merchant banking during which he has managed a number of IPOs and over 100 different transactions including valuation of securities and businesses. He is an Associate Member of the Institute of Company Secretaries of India and a commerce graduate from the University of Delhi. After working 3 years with Sarthi Group, a leading investment banking and financial services company, Chandan joined Khambatta Securities in 2017. His current role includes supervision of due diligence for the Merchant Banking division, managing regulatory compliance of the company, and liaising with regulators such as SEBI, RBI and the stock exchanges.
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Vinay Pareek (Assistant Vice President)
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Vinay is a member of the Institute of Company Secretaries of India. He has over 5 years of experience in Merchant Banking. He started his career in Merchant Banking as a CS article with Sarthi Capital Advisors Pvt Ltd where he was later absorbed as a permanent employee because of his skills and a never ending pursuit for new and different tasks. He has handled over 15 IPOs apart from Further Issues, Buyback, Direct Listing, Migration, etc. He was entrusted with the task of due diligence of the client companies while closely understanding their businesses. Currently he is looking after the various Merchant Banking activities ranging from IPO, M&A to Valuations in Khambatta Securities Ltd. He has done SEBI-Research Analyst with multiple other Certification courses from NSE.
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