Manish Bhandari

Founder

Mumbai, Maharashtra, India26 yrs 8 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Founder of Vallum Capital Advisors since 2010
  • Recognized as a Wizard of Dalal Street
  • Expert in Indian capital markets with 25 years of experience
Stackforce AI infers this person is a seasoned investment management expert specializing in Indian equities and portfolio strategies.

Contact

Skills

Core Skills

Investment ManagementPortfolio Management

Other Skills

Equity InvestmentsAsset AllocationFinancial AdvisoryEquity ResearchInvestment AdvisoryMutual FundsMiddle market InvestingIndian EquitiesFinanceManagementEquitiesHedge FundsCapital MarketsDerivativesFinancial Markets

About

Iโ€™m Manish Bhandari, the Founder, CEO, and Portfolio Manager of Vallum Capital Advisors, a Mumbai-based investment management firm that I established in 2010. Vallum is focused on delivering strategic, long-term investment solutions for ๐…๐š๐ฆ๐ข๐ฅ๐ฒ ๐Ž๐Ÿ๐Ÿ๐ข๐œ๐ž๐ฌ, and ๐‡๐๐ˆ๐ฌ. Our flagship strategy, Vallum India Discovery, is designed to uncover high-potential opportunities in India's evolving markets, ensuring that we remain ahead of market trends while delivering consistently strong returns for our clients. With over 25 years of experience in the Indian capital markets, I have navigated the complexities of various market cycles, specializing in equity investments and asset allocation. Before founding Vallum Capital, I served as Vice President and Portfolio Manager at ๐ˆ๐๐† ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ ๐Œ๐š๐ง๐š๐ ๐ž๐ฆ๐ž๐ง๐ญ, where I managed large portfolios and developed a strong foundation in global equity markets. My tenure at ING provided me with the tools to deliver value in volatile markets & further reinforced my belief in disciplined, research-driven investment strategies. Throughout my career, Iโ€™ve earned recognition as one of the "๐–๐ข๐ณ๐š๐ซ๐๐ฌ ๐จ๐Ÿ ๐ƒ๐š๐ฅ๐š๐ฅ ๐’๐ญ๐ซ๐ž๐ž๐ญ," a title awarded to a select few for their expertise in the Indian financial markets. This recognition highlights my ability to think ahead of the curve, employing innovative strategies that maximize opportunities for clients, even in challenging market conditions. I am also proud to serve as a ๐ƒ๐ข๐ซ๐ž๐œ๐ญ๐จ๐ซ on the Board of the ๐€๐ฌ๐ฌ๐จ๐œ๐ข๐š๐ญ๐ข๐จ๐ง ๐จ๐Ÿ ๐๐จ๐ซ๐ญ๐Ÿ๐จ๐ฅ๐ข๐จ ๐Œ๐š๐ง๐š๐ ๐ž๐ซ๐ฌ ๐ข๐ง ๐ˆ๐ง๐๐ข๐š (๐€๐๐Œ๐ˆ), where I work closely with industry leaders to shape the future of portfolio management in India. On the academic front, I hold a ๐‚๐ˆ๐ˆ๐€ designation from Switzerland, with a specialization in Portfolio Management and Research. Additionally, I completed a ๐๐†๐ƒ๐๐€, focusing on Finance & Information Technology, further enabling me to merge financial acumen with the growing influence of technology in investment strategies. My insights on market trends, investment strategies, and the Indian economy are regularly featured on top media platforms like CNBC and ET NOW, where I engage in discussions on capital market movements and the broader economic landscape. I also contribute articles to leading financial publications, offering a deep dive into the trends shaping the future of Indian finance.

Experience

Vallum capital advisors

Founder, CEO and Portfolio Manager

Mar 2010 โ€“ Present ยท 16 yrs ยท Mumbai, Maharashtra, India

  • Vallum Capital Advisors is a boutique investment firm and Portfolio Manager based in Mumbai. Firm advises Institutions, Family Offices and HNIs on equity investments in India.
Investment ManagementEquity InvestmentsAsset AllocationPortfolio ManagementFinancial Advisory

Ing investment management

Vice President and Portfolio Manager

May 2004 โ€“ Dec 2009 ยท 5 yrs 7 mos

  • I was managing and advising $500 mn Indian equity portfolio for ING Investment Managment.
  • Key achievements :
  • 1. ING CUB Fund - Ranked 66th best performing fund in the world by Lipper (among 29000+ funds) in CY2007. Ranked 43rd best performing fund in the world by Lipper (among 29000+ funds) in 2QCY09.
  • 2. ING Domestic Opportunity Fund - Awared 5 Star (Highest among all Diversified Mutual funds scheme on three year risk adjusted basis) by Value Research, India
  • 3. ING Dividend Yield Fund - Awared 5 Star (Highest among all Diversified Mutual funds scheme on three year risk adjusted basis) by Value Research, India
Portfolio ManagementEquity ResearchInvestment AdvisoryInvestment Management

Hdfc securities

Institutional Equity Research Analyst

Apr 2002 โ€“ Apr 2004 ยท 2 yrs

Tower capital

Research Analyst

Jan 1999 โ€“ Jan 2002 ยท 3 yrs

Education

Certified International Investment Analyst, Switzerland

CIIA โ€” Portfolio Management & Reserach

Jan 2004 โ€“ Jan 2007

IBS, New Delhi

PGDBA โ€” Finance & IT

Jan 1997 โ€“ Jan 1999

Jai Narain Vyas University

B Com (Hons) โ€” Accounting and Business/Management

Jan 1994 โ€“ Jan 1997

St Pauls, Jodhpur

Jan 1987 โ€“ Jan 1992

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