Souvik Biswas, CIMA® — Head of Research · Bajaj Capital Ltd

Souvik Biswas, CIMA® — Head of Research · Bajaj Capital Ltd · Bengaluru, Karnataka, India.

Direct contact

No direct contact on file for Souvik yet.

About

Financial analyst with 17 yrs experience in strategy and investments. Manager selection professional after spending time in distressed debt investments in a hedge fund, strategy and consulting in a large IT services organisation etc. My primary focus is towards manager selection by building belief statements, quantitative tools, qualitative research templates, fund and ESG ranking methodologies. Have experience in coverage of Developed market equity managers and equity-oriented Multi-assets, ESG and Portfolio structuring targeted at advisory services.

Experience

Head of ResearchCurrent
Bajaj Capital Ltd · India
Jan 2025 – Present
Heading the Research function of the firm to develop the varied lines of businesses - Financial Advice, Private Wealth, Retirement and Distribution through various Model Portfolio solutions via Indian and Global funds, Direct equities, and Private Market funds. Introducing and Socializing a portfolio-centric approach to investment propoitions versus the prevalent product oriented approach.
Independent Consultant
Jun 2023 – Dec 2024
Manager selection and portfolio construction using global and domestic Indian funds for Indian multi-family office clients

Education

IAMT, Ghaziabad, India — PGDM, Finance & IT · 2002 – 2004
St. Xavier's College (Autonomous), Kolkata — Bachelor of Science - BS · 1999 – 2001

Skills

Research Process Automation