Abhay Agarwal is the founder and fund manager of Piper Serica Advisors Pvt. Ltd. that manages various funds including Piper Serica India Numero Uno fund based in Mauritius and Piper Serica Leader Portfolio Strategy PMS based in India. Abhay started his investment career with Citibank in 1993 by managing its investment program. In 1998 he joined Chase Capital & worked in Hong Kong & Singapore as part of a team that invested in companies in Asia. As part of this team, he invested in upcoming companies like HDFC Bank, ICICI Bank, Marico etc. & provided seed capital to companies like Jubilant Foodworks, HDFC Securities & MTR Foods. He uses his 25 years of extensive investment experience to manage funds in a disciplined & systematic manner in order to compound the wealth of investors for a long period of time with minimal volatility.
Rajni Agarwal did an MBA from Jamnalal Bajaj in 1993. She immediately joined SBI Funds Management as a Research Analyst. As a researcher, she supported the fund managers and reported directly to the investment committee. She was, subsequently promoted to the role of fund manager of one of the largest debt instrument and her role involved ensuring an appropriate risk-adjusted return to investors. She was involved in regular credit monitoring and credit appraisal of the Portfolio companies. Her role at Piper Serica involves extensive research of various industry segments. Some of these include banking, healthcare, consumer durables, and industrials. She supervises a team of research analysts and also looks after the finance and accounts function.
Ajay is an electronics and telecom engineer from the University of Pune. He also holds a certificate in Investment Research & Analysis from CISI Institute, London & is also a CFA Level 3 Candidate, CFA Institute USA. Ajay has been a part of Piper Serica for 5 years. Prior to this he worked at KPO for Thomson Reuters where he created detailed financial models for some of the world’s largest asset management companies viz. Aberdeen AMC, Nomura, Rothschild & Co. and also developed deal marketing materials for large corporates viz. BMW Group AG, AVIS Rent A Car, BHP Billiton etc. At Piper Serica, his role involves primary & secondary research, & portfolio management. He also looks after compliance for Piper Serica PMS.
Team Piper Serica: 11 members:
Research Team: 5 Members
Investor management: 2 Members
Accounts & Finance: 2 Members
Operations, Compliance & Administration: 2 Members