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Sameer Limaye — Head of Treasury · Golden Ratio Funds Private Limited · Pune Division, Maharashtra, India.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
Strategic planning of investments across group entities and family members keeping in view taxation, return expectation and cash flow requirement Dynamic allocation of portfolio across asset classes such as debt, equity, realty, foreign equities, precious metals (Gold & Silver), etc. best suiting the market conditions Involves active decision making for investments into direct debt & direct equity Also involves long term planning of investments through direct equity, debt & equity mutual funds, PMS schemes, AIFs, ETFs, etc. Managing return expectations keeping a focused approach on risk Providing leadership on active credit quality monitoring of the portfolio Providing leadership on aligning group activities & treasury investments based on changing global and local macro-economic conditions Providing leadership on maximizing yield on investments by taking reasonable risks in line with group values Leading the treasury function towards operational efficiency and making it a Centre of Excellence
Experience
Head of TreasuryCurrent
Golden Ratio Funds Private Limited · Pune, Maharashtra, India
Jun 2021 – Present
Head of Family Office and Corporate Treasury
Kisha Private Limited (Family Office of Texport Overseas Private Limited) · Bengaluru, Karnataka, India
Aug 2020 – Jun 2021
Head of Family Office and Corporate Treasury Managing investments across debt and equity Strategic planning of investments facilitating Family centric decision making across group entities and family members Areas of excellence include: - Direct Equity - Debt & Equity Mutual Funds - Corporate & Government Debt - Real Estate - PMS / AIF - Insurance - Foreign Equities - Gold / Silver
Education
Skills
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