Kunal Shah CFA

Co-Founder

Mumbai, Maharashtra, India20 yrs experience
Highly Stable

Key Highlights

  • Over 21 years of experience in Fixed Income Funds management.
  • Expertise in Private Equity and Venture Capital investments.
  • Proven track record in Portfolio Management and Financial Analysis.
Stackforce AI infers this person is a seasoned finance professional with expertise in investment management and portfolio strategies.

Contact

LinkedIn

Skills

Other Skills

BankingBusiness StrategyCustomer ServiceFinancial AnalysisInvestmentsManagementMicrosoft OfficePortfolio ManagementRisk ManagementSales

About

Over 21 years of experience in managing Fixed Income Funds, other alternate areas: PE, VC AIFs, Real Estate..

Experience

Sure

Co-Founder

Jan 2025 – Present · 1 yr 2 mos · Mumbai, Maharashtra, India

Bajaj allianz life insurance company limited: - leading company

Head of Fixed Income Investments (Executive Vice President)

Nov 2022 – Feb 2025 · 2 yrs 3 mos

Aviva life insurance company india ltd

Head of Fixed Income Investments

Aug 2020 – Dec 2022 · 2 yrs 4 mos · Mumbai, Maharashtra, India

Kotak mahindra old mutual life insurance company limited

Fund Manager

May 2008 – Jun 2020 · 12 yrs 1 mo

  • Portfolio Management

Bajaj allianz life insurance company limited: - leading company

Assistant Fund Manager

Jan 2006 – Apr 2008 · 2 yrs 3 mos · Pune Area, India

Education

Sinhgad Institute Of Management

Master of Business Administration (M.B.A.) — Finance

Jan 2002 – Jan 2004

Symbiosis Institute of Management Studies

Bachelor’s Degree

Jan 1998 – Jan 2001

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