Where wealth meets vision

Ms. Radhika Gupta

Radhika Gupta, the MD and CEO of Edelweiss Mutual Fund (Asset Management Company Limited), is a transformative young leader in the Indian financial landscape. Her career, particularly her tenure at Edelweiss, has been transformative and significantly impactful on the asset management sector.

Professional Metamorphosis Radhika's professional voyage commenced with technology giant Microsoft, transitioned to consulting at McKinsey, and further evolved in the finance domain at AQR Capital Management. The entrepreneurial spirit shone brightly with the inception of Forefront Capital Management in Mumbai, which was later acquired by the Edelweiss Group in 2014, marking her entry into the asset management sector. In 2017, at the age of 34, Radhika assumed the position of CEO at Edelweiss Mutual Fund.

Visionary Leadership Under Radhika's stewardship, Edelweiss Asset Management witnessed a meteoric rise in Assets Under Management (AUM) from over INR 6.5K crore (as of 31st March 2017) to close to INR 1.05 lakh crore (as of 31st March 2023). Notably, she led the acquisition of JP Morgan Mutual Fund and seamlessly integrated it into Edelweiss in 2016-2017. Additionally, Radhika spearheaded the launch of Bharat Bond ETF in 2019, India’s first corporate bond ETF.

Radhika’s vision extended far beyond the conventional, as she was instrumental in carving out a niche for Edelweiss as a robust retail financial brand, even in the face of a highly competitive and dynamic industry landscape. Her emphasis on creating innovative and customer-centric solutions has not only resonated with the marketplace but also helped cement Edelweiss Mutual Fund’s place as a top-tier performer, soaring to the 13th position by September 2023 from the 30th rank in March 2017. This strategic positioning is a clear reflection of her unwavering focus on building a retail financial brand that stands out for its excellence and resilience in a crowded industry.

She has been an influential figure on the board of the Association of Mutual Funds in India (AMFI) since 2017 and served as the Vice Chairperson for two consecutive terms from 2021 to 2023. Her insights and leadership have been integral to the industry's growth and innovation.

Industry Recognition Radhika's exceptional contributions to the industry have earned her a slew of prestigious awards. These include the Economic Times 40 Under 40 Business Leaders Award (2021), Business Today's Most Powerful Women in Indian Business Award (2019 & 2021), Fortune India's 50 Most Powerful Women in Business (2020), and Forbes Women Power's Self-Made Women accolade (2022). Further solidifying her global reputation in the finance domain, she was distinguished as a Young Global Leader in 2022 by the World Economic Forum.

Advocacy and Empowerment Transcending her corporate identity, Radhika stands as a compelling voice on financial literacy and mental well-being. Often referred to as the "girl with a broken neck", her resilience and drive resonate deeply with many. She penned 'Limitless', a ground-breaking guide steering the journey of self-investment towards success. Her dynamic presence in motivational sessions at corporate events and podcasts amplifies her dedication to enlightening others on both fiscal understanding and mental strength.

Investment Acumen Radhika’s investment acumen is well-regarded. She often shares her investment journey, offering invaluable insights to both seasoned and young investors, emphasizing prudent financial management and education.

Connections Stay connected with Radhika Gupta through her LinkedIn or follow her on Twitter (@iRadhikaGupta) and Instagram (@iamradhikagupta) for more insights into her professional journey and financial wisdom.

Mr.Trideep Bhattacharya

With PGDBM in Finance from SP Jain Institute of Management & Research, Mumbai and B.Tech in Electrical Engineering from IIT, Kharagpur, meet our CIO Equities – Mr. Trideep Bhattacharya.

Trideep comes with over two decades of experience in Equity investing across Indian and Global markets. Prior to joining Edelweiss AMC, he was instrumental in building a market leading PMS business at Axis Asset Management Company, as Senior Portfolio Manager – Alternate Equities.

He has also spent a significant amount of time as a Portfolio Manager at State Street Global Advisors and UBS Global Asset Management (London, UK). When not occupied with work, Trideep loves playing Tennis, Bridge and is hands on with few musical instruments.

Mr. Dhawal Dalal

Dhawal joined Edelweiss Asset Management Limited in 2016 just before the integration with local mutual fund schemes of JP Morgan Asset Management (India). He is responsible for overall growth of fixed income assets through a healthy mix of retail and institutional clients

Under his leadership, total fixed income assets have grown more than 10x with total fixed income AUM of more than Rs. 80,000 crore as on March 31, 2024. He played a key role in winning the sole mandate from the Government of India and launching of India’s first Target- Maturity CPSE bond ETF program called BHARAT Bond ETF (BBETF) in Dec 2019. It became an instant hit with clients and set the trend for further development of passively managed bond ETFs & bond index funds as an asset class.

Dhawal has developed a keen sense of analyzing market signals. His investment approach is solutions-oriented, adaptive and data-driven. When not occupied with work, he enjoys following emerging trends in the global markets, geo-political developments and other developments which may have a lasting impact on the fixed income markets. He enjoys movies and music with his family. A humble person and life-long student of financial markets, Dhawal strongly believes that every individual should have a sense of purpose in life!

Before joining Edelweiss AMC in 2016, Dhawal spent more than 18 years with DSP BlackRock Investment Managers Pvt Ltd. His last title was EVP and Head – Fixed Income. He also spent around two years with Merrill Lynch Asset Management in New Jersey, US before coming home.

Mr. Bhavesh Jain

Bhavesh started his career with Edelweiss Asset Management in January 2008 and has over 15 years of rich experience in the financial markets. He had joined in the Low Risk Trading team which is responsible for looking at arbitrage between SGX Nifty and NSE Nifty along with normal cash-future and index arbitrage.

Today, he’s the Fund Manager with us managing several funds which are part of Risk Adjusted Returns Strategies in addition to ETFs.

With a Masters in Management Studies in Finance from N.L. Dalmia Institute – Mumbai University he strongly believes that one should keep it simple, honest and most importantly Real!

Mr. Bharat Lahoti

Bharat has 16 years of experience in areas of portfolio management, macro and sector research. He has earlier worked with marquee investment banks and asset management companies. His last assignment before joining Edelweiss Asset Management Limited was with DE Shaw Group, a global hedge fund, as a senior manager working on fundamental and quantitative research ideas.

With Master in Management Studies (MMS) in Finance from N.L. Dalmia Institute of Management and Bachelor in Engineering (BE) in Electronics and Telecom from Mumbai University, he strongly believes that discipline and persistence are the most important qualities that can make or break you!