JINESH GOPANI
A/1401 BRENTWOOD SOCIETY, HIRANANDANI GARDENS, POWAI, MUMBAI 400 076
Phone: 91-22-2570 4386, +91 98 9209 5164 E-mail: jinesh1179@yahoo.co.in
Objective
Striving for excellence is my definition of success. My dream company is one, which represents the values of innovation,
customer focus and employee commitment. By joining such a firm, I intend to put theory to practice, contribute in
strengthening its position and eventually develop a dynamic and fulfilling career for myself.
Work Experience
October 2010 – Till date
Fund Manager, Axis AMC
Mumbai, India
Axis AMC is a domestic investment house with over Rs 100 Bn (debt and equity) of AUM invested in Indian Market. It’s
the 100% sub of Axis Bank
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My responsibilities include:
 Portfolio Management and Fundamental Research across different sectors – SCHEMES MANAGED – Axis tax
saver and axis mid cap fund
 Quality portfolio construction with long term approach post detailed evaluation of the company and its business
model
 Deliver consistent performance based returns in relation to benchmark /absolute
 Maintain and update in house valuation dashboard and models for future references
 Constant traveling to meet industry experts and management to get first hand information on the
sector/company
 Constant monitoring of risk associated with portfolio remains a focal point
May 2008 – Sept 2010
Portfolio Manager, Birla PAS
Mumbai, India
Birla PAS, part of Birla AMC (Aditya Birla Group Co) is a domestic investment house with over Rs 3 bn (inc debt and
equity) of AUM invested in Indian Market.
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My responsibilities include:
 Fund Management across different product baskets ranging from growth, Value, Dividend, Large Caps to Mid
caps
 Quality portfolio construction with strong fundamental approach
 Deliver consistent performance based returns in relation to benchmark /absolute
 Converting idea into investment post detailed analysis of the sector/company outlook, management meeting,
sustainable business model and its financial evaluation.
 Maintain and update inhouse valuation dashboard and models for future references
 Constant traveling to meet industry experts and management to get first hand information on the
sector/company
 Constant monitoring of risk associated with portfolio remains a focal point
Feb 2006 – May 2008
Sr. Research Analyst, Voyager Investment Advisors
Mumbai, India
Voyager Investment Advisory is an USA based foreign investment house with over $350mn invested in India.
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My responsibilities included:
 Construct quality portfolio linked to my sector post thorough detailed analysis of the sector/company outlook,
management meeting, evaluating business model and its financial valuation
 Analyze Financial/Insurance/broking/NBFCs, Infrastructure, FMCG, Logistic sectors and mid cap ideas and
preparing investment cases for the same.
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Maintain and update in-house valuation dashboard and models for future references
Constant traveling to meet industry experts and management to get first hand information on the
sector/company
Constant monitoring the risk associated with the portfolio
June 2002 – Feb 2006
Research Analyst, Emkay Share & Stock Brokers
Mumbai, India
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Emkay Share is one of India’s premier Stock broking firms in the area of Capital Market, offering professional
services to its clients. Emkay's customer base includes a rich-mix of Institutional, High Networth and retail investors.

My responsibilities included:
 Analyzing Financial/Insurance/Broking/NBFCs, Specialty Chemicals, FMCG, Logistic & Fertilizer sectors and
preparing detailed reports on the same. These reports contain detailed analysis of the company’s balance sheet
and its growth prospects based on market information and facts disclosed.
 Constant traveling to meet industry experts and management to get first hand information on the
sector/company
 Interacting with fund houses on regular basis and keeping them abreast with the current updates on the sector
under coverage
May 2001 – May 2002
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Research Analyst, Net worth Stock Broking Limited.
Mumbai, India
My responsibilities included analyzing a company using bottom ups approach and preparing a detailed report on the
same.
Education
1999-2001
1994-1999
Bharti Vidyapeeth Institute of Management Studies and Research
Masters in Management Studies - MMS
Specialization: Finance
Mumbai, India
R. A. Podar College of Commerce and Economics
Graduation.
Mumbai, India
EXTRA CURRICULAR ACTIVITIES
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Participated in Inter Collegiate Management festival held at IIM, Ahmedabad and Symbiosis Institute of Management
Study and Research, Pune
Participated in Inter and Intra collegiate cricket tournaments
Chosen as the best trekker of the year at Lion Heart Camp
Personal Details:
Date of Birth:
1st January 1979
Marital Status:
Married
Reference:
Available on request