IndiaBulls

Funds managed

Fund name	Asset Class	License
IndiaBulls Dual Commercial Asset Fund	Hedge fund	SEBI AIF Cat 3
Indiabulls investment trust	?	IN/AIF3/18-19/0619

Indiabulls AIF (Cat II) (Registration no. IN/AIF2/14-15/0133), Indiabulls Investment Trust (Cat III) (Registration no. IN/AIF3/18-19/0619) and registered as a Portfolio Manager (Registration no. INP000004938). Mutual Fund, AIF and Portfolio Management services are managed by the separate fund management team.

About

Key staff

Ambar Maheshwari, CEO – looks after the Asset Management business at Indiabulls. A Chartered Accountant, Ambar brings with him substantial deal-making and structuring experience in the Real Estate sector. Prior to joining Indiabulls AMC, Ambar was associated with JLL as Managing Director, where he successfully ran five businesses including Corporate Finance, Education, Healthcare and Social Housing, Special Development Initiatives and Infrastructure. He had worked with DTZ for over five years profitably leading the Investment Advisory business for India which included Capital Raising, Valuations and Strategic Consulting Services. Additionally, the firm’s presence in West India for other service lines that included Commercial Leasing, Project Management and Research were set-up under Ambar’s leadership. With an overall experience of over 20 years in India and Australia, Ambar has been focusing on the Real Estate sector for the last 10 years. His non real estate stints as an investment banker included IL&FS where he set up the Fee Based Investment Banking business for India, Ambit Corporate Finance and KPMG.

Vishnukumar Zingade, fund manager – He did Post Graduate Diploma in Business Management from Prin. L.N. Welingkar Institute of Management Development & Research, and Bachelors of Commerce from Mumbai University. 15+ years of experience across Commercial Real Estate, Private Wealth Management and Retail Banking

Investment Philosophy (for firm)

• Achieve consistent superior risk adjusted returns on strategic investments across residential and commercial real estate
• Execute efficient financial structuring to ensure regular income, downside protection and capital appreciation
• Compliance and adherence to investment objective / fund strategy and investment processes as per fund mandate
• Strong security package, pro-active asset management and prudent investor protection measures

Investment Process

Media

No media Interviews

Analyst questions

Peer review – Shivani Kadam

Date – 11th May 2020