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Business Standard
14-07-2025
- Business
- Business Standard
Quantum Advisors launches FamilyOffice offering
PRNewswire Mumbai (Maharashtra) [India], July 14: Quantum Advisors Private Limited, Sponsor of Quantum Mutual Fund and a SEBI registered Portfolio Manager managing and advising FPIs, with a total AuM over Rs 20,200 crore (As on 30th June 2025) has appointed Nitasha Shankar as the CIO of Quantum Advisors' Outsourced CIO Strategy. The differentiated services offered under FamilyOffice, is focused on ensuring wealthy families protect and enhance their wealth. * Appoints Nitasha Shankar as Chief Investment Officer Ajit Dayal, the Founder of Quantum Advisors, said, "As a pioneer of long-term investing we have managed India allocations for some of the world's highly respected investors from Sovereign Wealth Fund to Pensions to Family Offices and Endowments. In fact, Quantum Advisors has a trademark for the label 'FamilyOffice' since 2005. Over the past few months, we have interacted with many wealthy individuals in India who have been impressed with our focus on asset allocation to protect and compound their wealth over market cycles - rather than adopt speculative strategies for the wealth the families have generated from building operating businesses. We are delighted to welcome Nitasha Shankar as the Chief Investment Officer of FamilyOffice - Quantum Advisors' OCIO Strategy." Wealth management in India is witnessing exponential growth as large families have seen their wealth grow in the booming economy as new age entrepreneurs sell equity stakes in their business to operating partners or Private Equity funds. As per a Knight Frank Wealth Report, India ranks 4th globally with 85,698 HNIs, and 3rd globally in terms of number of billionaires. A report by Techsieresearch, estimated Indian families controlled USD 154 billion of assets in 2024. This wealth can be either managed internally by a team set up by the family (hence, the term Family Office) or it can be outsourced to external investment firms, like Quantum Advisors - who act as the 'Outsourced Chief Investment Officer'. I V Subramaniam, Managing Director of Quantum Advisors, said, "Quantum's OCIO strategy is designed as a tailor-made approach, with client portfolios comprising a diversified mix of equities, debt, and commodities via a basket of selected mutual fund or direct investments. Nitasha, with over a decade of experience in managing and advising clients, will spearhead our OCIO solutions under the FamilyOffice services to meet the evolving needs of our clients." Expressing her enthusiasm, Nitasha Shankar, Chief Investment Officer for Quantum's OCIO Strategy, said, "Quantum Advisors has earned a distinct reputation in the industry for its values-driven approach, built on simplicity, transparency, and investor centricity. Subbu and Ajit have established Quantum Advisors as one of the trusted names in the investment industry and I had the opportunity to work with them many years ago. I am excited to return to the Quantum family and be part of a team that embodies these principles and is committed to delivering meaningful outcomes for clients." Nitasha holds a Post Graduate Diploma in Business Management (PGDBM) from Birla Institute of Management Technology. Prior to joining Quantum, she served as President - Fund Management & Head of Equity Strategy at YES Securities India Ltd, where she was responsible for constructing investment portfolios for individual investors, family offices, and institutional clients. For further information, please email FamilyOffice@ OR visit About Quantum Advisors: Quantum Advisors is registered as Portfolio Manager with Securities and Exchange Board of India (SEBI) vide registration number INP000000187. It is also registered with the U.S. Securities and Exchange Commission as an Investment Adviser and as a Restricted Portfolio Manager in the Canadian Provinces of British Columbia (BCSC), Ontario (OSC), and Quebec (AMF). (Note - Registration with the above regulators does not imply any level of skill or training). Disclaimer: For detailed description of Quantum OCIO Strategy such as investment objective, asset allocation pattern, investment strategy and philosophy, associated risk factors and other details, please refer to the Disclosure Document available at The views expressed in this article are for general information purpose only and are neither meant to serve as a professional guide / investment advice nor are intended to be an offer or solicitation for the purchase or sale of any financial product or instrument. Prospective investors are advised to consult their own investment consultant and read the Disclosure Document carefully before taking any investment decision. Information sourced from third parties cannot be guaranteed and was not independently verified. All of the forward-looking statements made in this communication are inherently uncertain and we cannot assure the reader that the results or developments anticipated will be realized or even if realized, will have the expected consequences to or effects on, us or our business prospects, financial condition or results of operations.
Yahoo
14-07-2025
- Business
- Yahoo
Quantum Advisors launches FamilyOffice offering
Appoints Nitasha Shankar as Chief Investment Officer MUMBAI, India, July 14, 2025 /PRNewswire/ -- Quantum Advisors Private Limited, Sponsor of Quantum Mutual Fund and a SEBI registered Portfolio Manager managing and advising FPIs, with a total AuM over Rs 20,200 crore (As on 30th June 2025) has appointed Nitasha Shankar as the CIO of Quantum Advisors' Outsourced CIO Strategy. The differentiated services offered under FamilyOffice, is focused on ensuring wealthy families protect and enhance their wealth. Ajit Dayal, the Founder of Quantum Advisors, said, "As a pioneer of long-term investing we have managed India allocations for some of the world's highly respected investors from Sovereign Wealth Fund to Pensions to Family Offices and Endowments. In fact, Quantum Advisors has a trademark for the label 'FamilyOffice' since 2005. Over the past few months, we have interacted with many wealthy individuals in India who have been impressed with our focus on asset allocation to protect and compound their wealth over market cycles – rather than adopt speculative strategies for the wealth the families have generated from building operating businesses. We are delighted to welcome Nitasha Shankar as the Chief Investment Officer of FamilyOffice – Quantum Advisors' OCIO Strategy." Wealth management in India is witnessing exponential growth as large families have seen their wealth grow in the booming economy as new age entrepreneurs sell equity stakes in their business to operating partners or Private Equity funds. As per a Knight Frank Wealth Report, India ranks 4th globally with 85,698 HNIs, and 3rd globally in terms of number of billionaires. A report by Techsieresearch, estimated Indian families controlled USD 154 billion of assets in 2024. This wealth can be either managed internally by a team set up by the family (hence, the term Family Office) or it can be outsourced to external investment firms, like Quantum Advisors – who act as the 'Outsourced Chief Investment Officer'. I V Subramaniam, Managing Director of Quantum Advisors, said, "Quantum's OCIO strategy is designed as a tailor-made approach, with client portfolios comprising a diversified mix of equities, debt, and commodities via a basket of selected mutual fund or direct investments. Nitasha, with over a decade of experience in managing and advising clients, will spearhead our OCIO solutions under the FamilyOffice services to meet the evolving needs of our clients." Expressing her enthusiasm, Nitasha Shankar, Chief Investment Officer for Quantum's OCIO Strategy, said, "Quantum Advisors has earned a distinct reputation in the industry for its values-driven approach, built on simplicity, transparency, and investor centricity. Subbu and Ajit have established Quantum Advisors as one of the trusted names in the investment industry and I had the opportunity to work with them many years ago. I am excited to return to the Quantum family and be part of a team that embodies these principles and is committed to delivering meaningful outcomes for clients." Nitasha holds a Post Graduate Diploma in Business Management (PGDBM) from Birla Institute of Management Technology. Prior to joining Quantum, she served as President – Fund Management & Head of Equity Strategy at YES Securities India Ltd, where she was responsible for constructing investment portfolios for individual investors, family offices, and institutional clients. For further information, please email FamilyOffice@ OR visit About Quantum Advisors: Quantum Advisors is registered as Portfolio Manager with Securities and Exchange Board of India (SEBI) vide registration number INP000000187. It is also registered with the U.S. Securities and Exchange Commission as an Investment Adviser and as a Restricted Portfolio Manager in the Canadian Provinces of British Columbia (BCSC), Ontario (OSC), and Quebec (AMF). (Note - Registration with the above regulators does not imply any level of skill or training). Disclaimer: For detailed description of Quantum OCIO Strategy such as investment objective, asset allocation pattern, investment strategy and philosophy, associated risk factors and other details, please refer to the Disclosure Document available at The views expressed in this article are for general information purpose only and are neither meant to serve as a professional guide / investment advice nor are intended to be an offer or solicitation for the purchase or sale of any financial product or instrument. Prospective investors are advised to consult their own investment consultant and read the Disclosure Document carefully before taking any investment decision. Information sourced from third parties cannot be guaranteed and was not independently verified. All of the forward-looking statements made in this communication are inherently uncertain and we cannot assure the reader that the results or developments anticipated will be realized or even if realized, will have the expected consequences to or effects on, us or our business prospects, financial condition or results of operations. Quantum Advisors provides a direct on-boarding option to clients who wish to avail our services, without intermediation of persons engaged in distribution services. Photo: View original content to download multimedia: Sign in to access your portfolio
Time of India
15-06-2025
- Business
- Time of India
Christy Mathai, Fund Manager- Equity, Quantum AMC
Let's start with your personal story How did you land up in this job? Live Events Which funds are you currently managing? What is your investment philosophy and how would you describe your strategy? What motivates you while managing other people's money? I hail from Palakkad in Kerala, but thanks to my parents' postings in the armed forces, I ended up changing schools 6–7 times across the country. While it was challenging at the time, it gave me early exposure to diverse cultures, languages, and people—something I deeply value school, I pursued engineering. A standout experience was my internship with the Mumbai Monorail project—India's first attempt at this form of urban transport. It offered a real-world view of infrastructure planning and execution, and it was here that I first came across financial concepts like project viability and IRR (Internal Rate of Return). Post engineering, I joined TCS and worked at CRL (Computational Research Laboratories), which developed 'EKA'—the 4th fastest supercomputer in the world at the time. It was used by ISRO during the Chandrayaan mission. Working with professionals across fields on cutting-edge applications like weather modelling, drug discovery, and Formula 1 simulations was incredibly this time, I became increasingly curious about what makes companies and management teams succeed. Conversations with colleagues who actively invested in equities pushed me to explore further. I started taking finance courses and enrolled in the CFA program to build a structured strengthen this interest, I pursued an MBA in Finance from IMT Ghaziabad. My internship during the MBA introduced me to value investing through two mentors whose guidance shaped my thinking. That experience was pivotal—and it eventually led me to begin my investing career at internship experience in value investing reaffirmed my desire to pursue investing as a full-time career. Around the same time, I discovered that my father had been a long-term investor with Quantum AMC and appreciated its long-term, disciplined investment approach. I also admired Quantum's thought leaders like Ajit Dayal and I. V. Subramaniam (Subbu).As luck would have it, Quantum Advisors —the parent company of Quantum AMC—was hiring around the time I was completing my MBA. I joined the Emerging Markets (EM) team, where I covered sectors like Indian IT services, Chinese internet, and Asian semiconductors. I had the privilege of being mentored by Aureole Foong and Francisco Alzuru—industry veterans in global value investing. Working with them helped me gain a deeper understanding of how industries evolve across geographies and the importance of global time, I transitioned to tracking additional sectors, constructing portfolios, and eventually began focusing exclusively on the Indian equity market.I currently manage the Quantum Value Fund and the Quantum ELSS Tax Saver the funds follow a disciplined value investing approach—focusing on fundamentally sound companies available at a discount to their intrinsic value. While our Value Fund is a diversified, benchmark-agnostic equity fund, ELSS Tax Saver Fund combines long-term investing with tax-saving benefits under the ELSS investment philosophy is straightforward: we aim to invest in stocks of companies trading at a minimum 25% discount to their fair or intrinsic value. Often, these opportunities arise because the market is fixated on short-term disappointments, while we take a long-term perspective. However, every investment must meet our rigorous filters of corporate governance, liquidity , and estimate fair value, we focus on what we believe are the company's normalised earnings two years ahead. We have a large team covering various sectors and we spend considerable time understanding and analysing that. A visible catalyst—something that can help the stock move toward its intrinsic value—is also a stock approaches its fair value, we may consider trimming or exiting the position, unless there is a material change in its earnings trajectory. As a result, in a bull market, we may end up holding cash because many stocks hit our sell thresholds and there are new ideas to deploy. In a bear market , however, we may be fully portfolio is benchmark-agnostic and has a large-cap tilt due to our liquidity filters. It is a fairly concentrated portfolio with characteristics like valuation, growth, and dividend yield reflecting a clear value bias.A mutual fund is an excellent vehicle to help investors reach their long-term financial goals. Managing other people's money is both a privilege and a responsibility. I see it as stewardship—something that must be approached with care, discipline, and a long-term mindset.
Economic Times
15-06-2025
- Business
- Economic Times
Christy Mathai, Fund Manager- Equity, Quantum AMC
I hail from Palakkad in Kerala, but thanks to my parents' postings in the armed forces, I ended up changing schools 6–7 times across the country. While it was challenging at the time, it gave me early exposure to diverse cultures, languages, and people—something I deeply value today. After school, I pursued engineering. A standout experience was my internship with the Mumbai Monorail project—India's first attempt at this form of urban transport. It offered a real-world view of infrastructure planning and execution, and it was here that I first came across financial concepts like project viability and IRR (Internal Rate of Return). Post engineering, I joined TCS and worked at CRL (Computational Research Laboratories), which developed 'EKA'—the 4th fastest supercomputer in the world at the time. It was used by ISRO during the Chandrayaan mission. Working with professionals across fields on cutting-edge applications like weather modelling, drug discovery, and Formula 1 simulations was incredibly formative. During this time, I became increasingly curious about what makes companies and management teams succeed. Conversations with colleagues who actively invested in equities pushed me to explore further. I started taking finance courses and enrolled in the CFA program to build a structured strengthen this interest, I pursued an MBA in Finance from IMT Ghaziabad. My internship during the MBA introduced me to value investing through two mentors whose guidance shaped my thinking. That experience was pivotal—and it eventually led me to begin my investing career at internship experience in value investing reaffirmed my desire to pursue investing as a full-time career. Around the same time, I discovered that my father had been a long-term investor with Quantum AMC and appreciated its long-term, disciplined investment approach. I also admired Quantum's thought leaders like Ajit Dayal and I. V. Subramaniam (Subbu). As luck would have it, Quantum Advisors —the parent company of Quantum AMC—was hiring around the time I was completing my MBA. I joined the Emerging Markets (EM) team, where I covered sectors like Indian IT services, Chinese internet, and Asian semiconductors. I had the privilege of being mentored by Aureole Foong and Francisco Alzuru—industry veterans in global value investing. Working with them helped me gain a deeper understanding of how industries evolve across geographies and the importance of global time, I transitioned to tracking additional sectors, constructing portfolios, and eventually began focusing exclusively on the Indian equity market.I currently manage the Quantum Value Fund and the Quantum ELSS Tax Saver the funds follow a disciplined value investing approach—focusing on fundamentally sound companies available at a discount to their intrinsic value. While our Value Fund is a diversified, benchmark-agnostic equity fund, ELSS Tax Saver Fund combines long-term investing with tax-saving benefits under the ELSS investment philosophy is straightforward: we aim to invest in stocks of companies trading at a minimum 25% discount to their fair or intrinsic value. Often, these opportunities arise because the market is fixated on short-term disappointments, while we take a long-term perspective. However, every investment must meet our rigorous filters of corporate governance, liquidity, and estimate fair value, we focus on what we believe are the company's normalised earnings two years ahead. We have a large team covering various sectors and we spend considerable time understanding and analysing that. A visible catalyst—something that can help the stock move toward its intrinsic value—is also important. Once a stock approaches its fair value, we may consider trimming or exiting the position, unless there is a material change in its earnings trajectory. As a result, in a bull market, we may end up holding cash because many stocks hit our sell thresholds and there are new ideas to deploy. In a bear market, however, we may be fully invested. The portfolio is benchmark-agnostic and has a large-cap tilt due to our liquidity filters. It is a fairly concentrated portfolio with characteristics like valuation, growth, and dividend yield reflecting a clear value bias. A mutual fund is an excellent vehicle to help investors reach their long-term financial goals. Managing other people's money is both a privilege and a responsibility. I see it as stewardship—something that must be approached with care, discipline, and a long-term mindset.
