Portfolio Management Services

Amisha Vora owns and runs PL Group. She is one of the leading women entrepreneurs in India’s financial services sector.

Her association with PL began in 2000 as the VP-FII Sales. In 2006, she achieved her first milestone by becoming the Joint MD of the Group, and acquired 24% equity stake. Since then, she has risen the ranks to become the Chairperson and Managing Director, and now holds 96% stake in the PL Group.

She is a member of the CII Capital Markets Committee for 5 years and sits on the board of the Association of Portfolio Managers of India (APMI) and is an Independent Director on the Board of Prince Pipes and Fittings.

She is a Chartered Accountant by qualification and an equity market expert by profession, with experience spanning over 35 years. Amisha has won several prestigious awards, including the Rashtriya Udyog Ratan Award for Corporate Leadership and the Annual Impact Creator Award by the Governor’s office & Government of Maharashtra in 2021. She was also regarded as one of the Top 100 Women in Finance, 2020 by Association of International Wealth Management of India (AIWMI).

Dr. Punita Kumar Sinha has 30+ years of experience in investment management in emerging and international markets. She is the Founding Partner of Pacific Paradigm Advisors, USA, an independent investment advisory and management firm focused on Asia. She has served on the boards of Infosys Limited, Fairfax India Fund, Blackstone Embassy REIT, JSW Steel Limited, Lupin Limited, to name a few. She is also on the Board of Governors of the CFA Institute and has also served as Chairperson of InCred AMC. 

Prior to founding Pacific Paradigm Advisors, she was a Senior Managing Director of Blackstone and the Chief Investment Officer of Blackstone Asia Advisors. She was also the Senior Portfolio Manager and CIO for The India Fund (NYSE:IFN), the largest India Fund in the US, for almost 15 years, The Asia Tigers Fund (NYSE:GRR), and The Asia Opportunities Fund.

She holds a Ph.D. and a Master’s in Finance from the Wharton School, University of Pennsylvania; CFA Charter holder; completed chemical engineering with distinction from IIT Delhi.

Her significant contributions have led to her inclusion in the list of India’s Top 100 most influential women by Business World magazine.

Siddharth Vora spearheaded PL’s foray into Quantitative Research and Asset Management. Currently, he heads the Quantitative Investment Strategy division and is the Fund Manager of the Group’s Portfolio Management Services business. He is also the Executive Director of Prabhudas Lilladher Private Limited. 

He is one of India’s youngest and most innovative fund managers, having introduced two path – breaking investment strategies – MADP Alpha and AQUA. 

Multi – Asset Dynamic Portfolio (MADP) Alpha is India’s 1st multi – asset PMS that deploys quantitative technology for asset allocation and AQUA, (Adaptive; Quantitative; Unbiased; Alpha) is India’s 1st style agnostic and style adaptive investment strategy. 

His expert insights and perspectives are often cited in leading business publications and channels like CNBC, ET Now, The Economic Times, Mint, Business Standard, Moneycontrol, Forbes and The Financial Express. He is also frequently invited to prestigious seminars and conclaves to share his deep understanding of the capital markets and the power of quant investing. 

Before his move to the funds management business within the group, Siddharth had also worked in the institutional research, investment strategy and investment advisory verticals in PL. 

Siddharth has also developed his proprietary investment frameworks and quantitative meters and strategies. The 6F framework for MADP Alpha and the 6S framework for AQUA serve as the core pillars of PL’s systematic investment strategies. 

He is a Chartered Accountant and a CFA and has completed his M.Sc. in Management for Business Excellence with a double diploma in World Politics from the University of Warwick. He has also completed programmes from renowned institutions such as Harvard, the London School of Economics, and Cornell. 

Nupur Patel is the Head of PMS Sales & Marketing at PL Asset Management. 

Since joining PL in 2015, Nupur has played a pivotal role in scaling the group’s asset management arm. Nupur’s deep understanding of capital markets and his client -first attitude have shaped his success in the last 20 years.  

He handles the overall business as well as the operational aspects of PL’s asset management business.

Before joining PL, Nupur spent around 5 years at KR Choksey as the Vice President (Sales & Marketing). 

Nupur has completed his Master’s degree in Commerce and Finance from Sydenham College in Mumbai.