Angel One Investment Managers & Advisors Pvt. Ltd. is a newly formed, wholly owned subsidiary of Angel One Wealth, established in May 2024 \r\nCapital Market. Based in Mumbai, the firm is set up as a SEBI-registered entity offering Portfolio Management Services (PMS) and Investment Advisory services.\r\nThe team brings together seasoned professionals with deep expertise spanning quantitative and fundamental strategies, aiming to deliver tailored, results-driven investment solutions. Their strengths lie in a tech-first, solution-oriented approach, building both discretionary and non-discretionary PMS portfolios aligned to client needs and financial goals
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Gaurav Aggarwal is a finance professional with over 7 years of experience in portfolio management, wealth advisory, and ... Gaurav Aggarwal is a finance professional with over 7 years of experience in portfolio management, wealth advisory, and product strategy. Currently, he serves as Portfolio Manager and Founding Member at Ionic Asset, managing multi-asset portfolios and PMS strategies. Previously, he held key roles at Angel One Wealth and Kotak Investment Advisors, where he launched and managed innovative funds like Kotak Optimus. A Chartered Financial Analyst (CFA), Gaurav also holds FRM (Part 1) credentials and has strong expertise in discretionary solutions, asset allocation, and risk management Read More
Harsh is the Fund Manager of the India PIPE Fund at Ionic by Angel One, with deep expertise in Indian public equities. H... Harsh is the Fund Manager of the India PIPE Fund at Ionic by Angel One, with deep expertise in Indian public equities. He has previously served as Director (PID) at NSE IX, GIFT City, and worked as a consultant with Bain (US/UK) on private equity due diligences. A CFA charterholder and INSEAD MBA, he has coauthored two books, is a visiting faculty at ISB, and received the Dr. B.R. Shenoy Award (2022) for Economics. Read More
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