Mr. Deepu Awasthi – Associate Director

Deepu brings to the team personal finance competence of more than one a half decades. He has core experience of Equity/Debt Research and Portfolio Management. He is building a personal finance platform to serve Small/Mid Corporates, Trusts and HNIs in most ethical and transparent manner.

In his last assignment, he worked as Head of the Research & Dealing Desk of the Investment Department of a large group.  He was responsible for managing the portfolios of Provident Fund, Pension Fund and Gratuity Fund trusts of the group along with the main portfolio. He also contributed as Member of the Investment & Loan Committee, Asset Liability Committee, Risk Management Committee and Capital Market Services Division Supervisory Committee of the Company. He has also been delivering lectures on different dimensions of financial markets at various colleges or corporates.

 His Academic qualifications include MBA (Finance), CFA (ICFAI) and FRM (GARP, USA).

 He can be reached at deepu@smevalueadvisors.com