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 - Managing Director and Chief Executive Officer Profile
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.I.V.SubramaniamManaging Director of Quantum Advisors Pvt. Ltd.
Managing Director of Quantum Advisors Pvt. Ltd. I.V. Subramaniam “Subbu” has close to 3 decades of experience in the investment management and financial services industry. Since June 2000, Subbu has managed India-dedicated portfolios for Indian clients and since 2005, he has managed India-dedicated portfolios for international clients. Subbu is presently the Managing Director of Quantum Advisors. Subbu received his Bachelor’s degree in commerce from Osmania University in 1983 and his Law degree from Osmania University in 1986. He is a CFA Charterholder.Jimmy Patel - Managing Director and Chief Executive Officer
Jimmy Patel has over 3 decades 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.
Nilesh ShettyCo Fund Manager - Equity
Nilesh has more than 17 years of experience in research. He has been a part of Quantum Asset Management Company since 2009, and at present is the Co Fund Manager for Quantum Long Term Equity Value Fund and Quantum Multi Asset Fund of Funds. 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
Ranked as the 4th best Fund Manager in the world under the age of 40 by Citywire in 2017; Chirag Mehta has more than 18 years of experience in managing commodities. 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 five funds largely in the field of alternative investments that includes both the Quantum Gold Fund, a Multi Asset Fund of Funds and an Equity Fund of Funds and the ESG fund. 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 GuptaCo - Fund Manager - Equity
Qualified as a Chartered Accountant, CFA Level III (Charter Pending), Sorbh Gupta is the Fund Manager for Quantum Tax Saving Fund and Co Fund Manager of Quantum Long Term Equity Value Fund. With more than 15 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.Sneha JoshiAssociate Fund Managaer - Alternative Investment
With over 8 years of experience in economic, credit and quantitative research. Sneha holds a Ph.D. in Economics and has earned an M.A. in Economics from Gokhale Institute of Politics and Economics. She joined Quantum AMC in August, 2015. Prior to joining Quantum, she was associated with Credit Capital Research as a fixed income research analyst.
Sandeep Bhosle Assistant Vice President- Customer Interaction
Mr. Sandeep Bhosle has more than 2 decates of experience of Sales in the Financial Services. He's a Post Graduate in Marketing Management and has Completed Medium and Small Scale Industries Management Development Program from NMIMS. Prior to Quantum AMC, he has been with ICICI Prudential and Birla Sunlife Insurance.