Path To Profit is our opportunity to interact with you and understand your investment needs. We travel across various cities in India and guide our investors, both existing and potential, through the investment process.
Meet Our Speakers
Jimmy Patel - Associate DirectorProfile I. V. Subramaniam - Associate DirectorProfile
Journey of Path To Profit
In 2009, Mr. Ajit Dayal, Founder - Quantum Advisors Pvt. Ltd. started the Path To Profit as a road trip covering 4,000 kilometers in South India
to create awareness about the benefits of investing in mutual funds. The road trip covered 7 cities starting with Bangalore,
and then moving on to Mysore, Coimbatore, Madurai, Salem, Pondicherry and Chennai.
Our journey to educate investors still continues... and till date we have covered more than 200 locations across India, meeting investors and guiding them on building wealth.
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Ajit Dayal Founder - Quantum Advisors Pvt. Ltd.
Ajit Dayal has more than 3 decades of experience in the Indian capital market and 8 years of experience in the international stock market as an analyst and a portfolio manager. He has a Bachelor of Arts degree in Economics, Mumbai University and an MBA from The University of North Carolina. Ajit is the founder member of Quantum, which was established in 1990.Jimmy Patel - Associate DirectorManaging Director & CEO, Quantum Asset Management Co Pvt Ltd
Jimmy Patel has close to 26 years of experience in the financial services sector, and has held various key management roles. Along with holding a Chartered Accountant’s degree, Mr. Patel has also completed his L.L.B. from the University of Mumbai. Mr. Patel is a Fellow of the Chevening Standard Chartered Financial Services Leadership Programme at Kings College, London. He has been a Director on Association of Mutual Funds In India (AMFI) Board and also has been a member of various AMFI and SEBI Committees.
I. V. Subramaniam - Associate Director Director - Quantum Asset Management Co Pvt Ltd
Mr. Subramaniam has around 3 decades of experience in the financial services industry. He began his journey with the Quantum family in 1996, when he joined Quantum Advisors Pvt Ltd. Mr. Subramaniam's previous work experiences include tenures with Securities Capital (I) Ltd, an independent equity research firm, D. B. T. Kumar, a stock broking firm, Clarity Finance, an independent equity research house and investment advisor, and Karvy Consultants.Atul KumarHead - Equity Funds
Atul Kumar has 16 years of experience in the Indian capital markets as an Analyst and Portfolio Manager. In addition to being Quantum’s primary analyst for financials and power utilities, Atul is the Fund Manager for the Quantum Long Term Equity Value and Tax Saving Funds. Prior to joining Quantum, Atul worked for Sahara AMC as a research analyst. Atul received his Bachelor’s Degree in Commerce from Delhi University in 1997 and his Post Graduate Diploma in Business Management from ICFAI Business School, Hyderabad in 1999. He has cleared 3rd and final level of CFA.Nilesh ShettyAssociate Fund Manager - Equity
Nilesh has more than 13 years of experience in research. He has been a part of Quantum Asset Management Company since 2009, and at present is the Associate Fund Manager for Quantum Long Term Equity Value Fund and Quantum Multi Asset Fund. Nilesh is a qualified CFA (Chartered Financial Analyst), ACMA (CIMA, UK) and has completed his Masters in Management Studies (Finance) from the Mumbai University.Chirag MehtaSenior Fund Manager - Alternative Investments
Chirag Mehta has 11 years of experience in handling commodities and a total experience of more than 13 years. He also specializes in the field of alternative investment strategies. Chirag is a qualified CAIA (Chartered Alternative Investment Analyst), and has also completed his Masters in Management Studies in Finance. He currently manages four funds largely in the field of alternative investments that includes Gold Fund, a Multi asset fund and an Equity fund of funds. He joined the Quantum group in 2006 after gaining hands on experience in the physical commodities market during internship and continued association with Kotak & Co. Ltd and working on projects for the Federation of Indian Commodities Exchanges.Sorbh GuptaAssociate Fund Manager - Equity
Qualified as a Chartered Accountant, CFA Level III (Charter Pending), Sorbh Gupta is the Associate Fund Manager for Quantum Tax Saving Fund. With more than 11 years of experience in equity research as well as managing funds; Sorbh brings with him a wealth of experience of having tracked varied sectors in his previous work assignments. Prior to joining Quantum, Sorbh was associated with Siddhesh Capital Private Ltd.Harshad ChetanwalaHead - Customer Delight
Harshad Chetanwala has more than 15 years of experience in financial services. He has been associated with Quantum Asset Management Company since April, 2008. Prior to Quantum Asset Management Company, he has been with HDFC Securities Pvt. Ltd. He is a Certified Financial Planner and has completed his PGDM (Marketing) from Welingkar Institute of Management Development & Research.
Sandeep Bhosle Assistant Vice President- Customer Interaction
Sandeep Bhosle has more than 18 years of experience in Financial Services and Market Research. He has been associated with Quantum Asset Management Company since Sept, 2011. Presently he is AVP –Customer Interaction and managing the Customer Interaction Team. He is Graduate in Arts with Medium and Small Scale Industries Management Development Program from NMIMS. Prior to Quantum AMC, he has been with ICICI Prudential and Birla Sunlife Insurance and has been instrumental in developing Rural Markets and New Initiatives , Process Quality, Loyalty Programs, R&R Initiatives.