Akhilesh Gupta

Who..* A Passionate Long Term Multi Asset Investor to create "nest egg" who has managed money with Purpose for "Widows"; Board Investment & ALM Committee Member & invited to Board Meetings as Key Managerial Person (KMP) since 2013.* Thought Leader in the areas of

Blue Ocean Strategy, Innovative Investment Strategies, Risk Management, Finance, Sustainable Finance & Technology to enhance value to all stakeholders.* Investment Philosophy: “Seeking values commensurate with risk while maintaining consistency in performance with Discipline, Dispassion, and Focus. The hallmark of Investment is to create wealth with the highest governance standards.”* Signature Competencies: Navigating uncertainty and ambiguity; Poise under pressure; Daily Homework boost confidence, Multi-cultural experience; Leading from the front; Delegation, Coaching Team. Super Powers:* Meticulous, Rule-based, Process-oriented & Analytical CIO who spearheaded, executed & delivered sustained long-term outperformance of ~2%, in a rare blend of across multi-asset classes, which includes, Public Equities, Fixed Income, Derivatives & FX for the last 25 + years;

Investment Committee Member of Carpediem Capital; Confidant of "CEO" to collaborate on strategy, competitive products & profitability.* Generated better performance than the guaranteed return for Non- Linked Funds as well as maintained ALM within the tolerance level which was the prime contributer to the profits of Life Insurance companies.* Navigated & thrived through Asian Financial Crisis, Dot Com bubble, Global Financial Crisis, Taper Tantrum and Covid 19.* Managed Portfolio of INR 160 billion and INR 60 billion in Fixed Income & Equities respectively. Why:* Beliefs: Act of Serendipity; Good Luck is when opportunity meets preparation; Focus on controlling the controllable to thrive in "Fake World".* Love Prudential Norms & Audits: Day to day habit of adherence creates discipline and rule-based approach to navigate "Drawdown" (which happens) & come out triumph eventually.* Excellent relationship manager with the ability to articulate complex concepts with ease to secure trust.* Storytelling: Clear and Concise engagement & communication strategies to encourage investment through fostering collaboration.* Influencers:Wayne W Dyer: How to believe in yourselfWarren Buffet: Dispassionate thinking Speakers of Parliament: Resilient, always 🙂 & thinking on feet. Anil Aggarwal: Mentor, who taught everything to how to compound the capital.* Visiting faculty: IIMs, NMIMS, IMT, TAPMI, Welingker, BHU, ITM, IBS.