Mr. Navneet Munot

Executive Director & Chief Investment Officer

Navneet Munot joined SBI Funds Management as Chief Investment Officer in December 2008. He has over 25 years of rich experience in Financial Markets. In his role, Navneet is responsible for overseeing investments worth over USD 54 billion across various asset classes in mutual fund and segregated accounts. In his previous assignment, he was the Executive Director & Head – multi – strategy boutique with Morgan Stanley Investment Management.

Prior to joining Morgan Stanley Investment Management, he has worked as Chief Investment Officer – Fixed Income and Hybrid Funds at Birla Sun Life Mutual Fund and worked in various areas such as fixed income, equities and foreign exchange.

Navneet is the chairman of Indian association of Investment Professional (India society of CFA charter holders with over 2000 members). His articles on matters related to financial markets have widely been published.

Navneet is Nominee Director on the board of SBI PENSION FUNDS (P) LTD

Navneet is a postgraduate in Accountancy and Business Statistics and a qualified Chartered Accountant. He is also a Charter Holder of the CFA Institute and CAIA Institute. He has also done FRM.

Mr. Anup Upadhyay, CFA

Head of Research

Anup joined SBIFM in 2007 after completing Post-graduate Diploma in Management from IIM Lucknow. He was set on the learning path of equity market, as an Equity Analyst for the IT Services industry. He got an opportunity to cover Telecom, Media and some Capital Goods stocks also later. He is now contributing as the Head of Research and as the Fund Manager for Equity Opportunities Fund and SBI IT Fund. He worked as a programmer for Tata Consultancy Services for a year after graduating from IIT Kharagpur in 2004. He is also a Charter holder of the CFA Institute, USA, like most analysts in the team.

Mr. R Srinivasan

Head of Equity

R Srinivasan joined SBI Funds Management as a Senior Fund Manager in May 2009; he is now the Head of Equity and also directly manages a number of funds. He has an experience of more than 25 years in equities having worked with Future Capital Holding, Principal PNB, Oppenheimer & Co (later Blackstone), Indosuez WI Carr and Motilal Oswal, among others. Srinivasan is a post graduate in Commerce and has an MFM degree from the University of Mumbai.

Mr. Ruchit Mehta

Analyst & Fund Manager

Ruchit joined SBIFM in 2010. Ruchit joined us from HSBC Asset Management where he was an analyst and assistant fund manager for four years. Prior to HSBC, Ruchit was as a sell side analyst with leading broking firms like ASK Raymond James and Prabhudas Liladhar for two years. Ruchit is a Commerce graduate from Mumbai University and holds Master’s Degree in finance from Lancaster University, UK. He is also a Charter holder of the CFA Institute, USA.

Mr. Ajit Dange, CFA

Fund Manager & Head of PMS

Ajit has been working with SBI Funds Management Pvt Ltd for the past 12 years and is presently heading the Portfolio Management Services division. He holds Bachelor of Engineering in Metallurgy and MBA (Finance) degrees and is a CFA charter holder. He has been supporting the Investments team at SBIFM in the ESG assessment activity and assisting the Chief Investment Officer in representing the Organisation at various ESG related initiatives, forums and groups for the past 7 years.

Ms. Aparna Shanker

Fund Manager

Aparna holds Bachelors’ Degree in Science and General Law, MBA Finance and PG Diploma in Forex and Treasury Management. She has completed Management Development Program and is an Alumni of IIM Ahmadabad.

Aparna Shanker has been working for more than 28 years in Mutual Fund industry in India. She joined SBI MF in 2007 as Equity Research Analyst and was subsequently promoted as a Portfolio Manager in August 2012. She is heading and managing Equity PMS from its launch in July 2016. The fund – SBI Growth with Values Portfolio invests in companies which follow positive standards of ESG. She was co-managing International Institutional PMS till March 2018. Prior to joining SBIFM, she has worked with Unit Trust of India, Birla Global Finance and Sahara Asset Management.

She, with her school mates financially support around 40 students from the weaker section of the society.

Ms. Priyanka Dhingra

ESG Analyst

Priyanka Dhingra joined SBIFM as an ESG analyst on September 2019. She has 9 years of experience in the space of environmental policy, advocacy and outreach, corporate engagement on environmental and social issues, sustainability reporting and extra financial (ESG) analysis. Prior to joining SBIFM, she worked with MSCI as an Associate, ESG Ratings. Previously, she had worked as the Assistant Director, Environment and Climate Change, with Federation of Indian Chambers of Commerce & Industry (FICCI). She has also taught the course of Environmental Studies at the University of Delhi. She has a Masters in Science (Environmental Studies) from TERI University and BSC (Hons.) Biotechnology from Banasthali University.

Mr Rajesh Disale

Equity and ESG Analyst

Rajesh Disale joined as an Equity Analyst in February 2019. He has worked and studied in USA and Hong Kong. Prior to joining SBIFM, he was associated with Pelican Growth Holdings as an equity associate. He is a Chartered Accountant from Institute of Chartered Accountants of India and has Masters in Business Administration from George Washington University. He is driven by his awareness of and passion towards social and environmental issues.

Ms. Satyavati Deo

Senior Manager

Satyavati has been working with SBI Funds Management for the past 22 years. She holds a Bachelors’ Degree in Commerce and Masters’ in Library and Information Science. She has been handling Proxy Voting activities for the past 9 years. She also handles the documentation related to Corporate Social Responsibility (CSR) activities of the company.