Mahindra Manulife Investment Management

About

Mahindra Manulife Investment Management Pvt Ltd (Formerly Mahindra Asset Management Company Pvt Ltd) registered its new name with SEBI on June 1, 2020.

The joint venture of Mahindra & Mahindra Financial Services Limited and Manulife Investment Management (Singapore) Pte. Ltd. brings together Mahindra’s domestic market strength and track record of successfully building businesses focused on meeting customer needs and Manulife’s global wealth and asset management capabilities and richness of experience in servicing the needs of Asian consumers across developed and developing markets.

Key staff

Ramesh Iyer, Vice Chairman & Managing Director – also a Member of the Group Executive Board of Mahindra & Mahindra Limited and manages the Financial Services Sector of the Mahindra Group. He holds a Bachelor’s Degree in Commerce and Master’s Degree in Business Administration.

Anthony Heredia, Managing Director & Chief Executive Officer – is a Chartered Accountant and has over 26 years of experience in the investment management industry. He was previously Managing Director of Morgan Stanley Investment Management, CEO & Whole Time Director of Baroda Asset Management India Limited and Chief Executive Officer of BOI Axa Investment Managers Pvt. Ltd.

Krishna Sanghavi, Chief Investment Officer, Equity – CMA from Institute of Cost and Works Accountants of India and has also done MMS in Finance. He has over 24 years of work experience of which around 11 years have been in the Mutual Fund Industry and around 8 years in Life Insurance Industry. He was also associated with Canara Robeco Asset Management Company Limited, Kotak Mahindra Asset Management Company Limited and Aviva Life Insurance Company India Ltd. as Head of Equities.

Rahul Pal, Chief Investment Officer, Fixed Income- a Chartered Accountant. He was previously at Taurus Asset Management Company Limited as Head of Fixed Income. He has also worked with Sundaram Asset Management Company Limited.

Investment Philosophy (for firm)

Mahindra Manulife Investment Management have built continuously evolving in-house process models for equity and debt portfolios.

Selection of securities in portfolios is guided by GCMV Process “GCMV is an internal investment framework used for determining fair valuation of stocks which further helps in estimating valuation gaps” which evaluates companies on the basis of growth estimates, cashflow analysis, management and valuations. For debt securities, they follow the Risk Guard Process “Risk Guard Process is our robust internal evaluation system adopted to assess, predict and manage risks better” for credit assessment and monitoring and go beyond the conventional analysis of business, management and financial qualities. https://www.mahindramanulife.com/about-the-company

Media

Mahindra Manulife Mutual Fund announces appointment of Anthony Heredia as MD & CEO
Mahindra Manulife Mutual Fund, has announced appointment of Mr. Anthony Heredia as the Managing Director and Chief Executive Officer of Mahindra Manulife Investment Management Private Limited on 1st April 2022. Mr. Heredia will succeed Mr. Ashutosh Bishnoi, who retired on 31st March 2022.
https://www.mahindra.com/news-room/press-release/mahindra-manulife-mutual-fund-announces-appointment-of-anthony-heredia-as-md-and-ceo

Prepared by Supriya Murmu, Aug 2022