A veteran of the financial markets, V. Balasubramanian has seen many different market cycles during his career. These valuable experiences have further enriched his vast knowledge in investing. He entered the markets during the 90s, when FIIs didn't hold any significant stake in the Indian markets. From an era of lacuna of data to information overload, he has learnt the art of sifting information from noise which helps him identify businesses that will evolve and adapt in this disruptive business environment.

He likes to avoid businesses that have high debt. He prefers companies that generate consistent cash flows, have earnings visibility and are helmed by experienced management. His formula for generating alpha is - protecting the downside rather than chasing momentum - and this approach has led to superlative long-term returns.

In his last stint, he was the Chief Portfolio Strategist at Mahindra Manulife Mutual Fund, where under his dynamic leadership, the AMC grew to the size of 1 billion dollars! Due to his rich exposure to the equity, debt & forex markets, he has effectively created scale & also managed that scale consistently, in all his assignments.

Prior to joining Mahindra Manulife Mutual Fund, he had worked as CIO with IDBI Mutual Fund and with the Treasury team at Indian Bank. He has over 35 years of work experience, of which, 25 years have been in the mutual fund industry and 8 years in the treasury dept.

Balasubramanian was instrumental in turning around the performance of many flagship schemes like IDBI India Top 100 Equity Fund, IDBI Diversified Equity Fund, Mahindra Manulife Mid-Cap Unnati Yojana and Mahindra Pragati, among others, which have delivered consistent returns and outperformed their respective benchmarks.

Bala (as he is popular known) has always been an avid sports enthusiast, with a special interest in long-distance running. In his prime, he has also participated in various premium Hockey tournaments. He firmly believes that sports & investing have a lot in common. "Always be fair and you will enjoy both”, says Balasubramanian.

Balasubramanian has joined us at Jain Investment Advisors Pvt. Ltd., in July 2022, as CIO – Portfolio Management Services. Having worked with most of the Top Brands & Names of the industry, he has developed a fine proprietary mindset, which will be useful to deliver superior risk-adjusted returns for our investors.






Wealth Architecture - Jain Investment Advisors Pvt. Ltd.


22

years of foundation

04

distinct strategies

45

registered advisors

330

asset under management

1000+

HNI Investors