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Although active investing dominates India’s investment landscape, passive investing is fast gaining in popularity. This space has witnessed exponential growth in assets under management in the past few years. While low costs, consistent methodologies, and transparent rules are endearing investors to passive funds, favourable government policies are also aiding growth. For investment professionals, new and exciting career opportunities are on offer.

In this webinar, Anil Ghelani, CFA, head of Passive Investments and Products at DSP Investment Managers, helps us understand the passive investing landscape in India, the opportunities it has to offer, and how CFA® charterholders and candidates can make a successful career in this space.

Learning outcomes:

  • Gain an overview of the passive investing landscape in India
  • Learn about career opportunities for CFA charterholders and candidates
  • Discuss hiring practices, roles, and responsibilities
  • Identify career paths and competencies required

This is the archived version of a live webinar that took place on 4 February 2020

About the Speaker(s)

Anil Ghelani picture
Anil Ghelani CFA

Mr. Ghelani has been working for the DSP Group since 2003. The DSP Group has a legacy of more than 150 years, making it one of the oldest and most respected financial services firms in India. He is currently head of passive investments and products. Previously, he served as the business head and chief investment officer at DSP BlackRock Pension Fund Managers. Earlier in his career at DSP, he led the risk and quantitative analysis team, providing quantitative research inputs and buy-side credit research on companies across various sectors.
Mr. Ghelani has also worked at IL&FS Mutual Fund and at S. R. Batliboi, a member firm of EY. He has been a volunteer with the CFA Society India for more than a decade and currently serves as the vice chairman on the board. Mr. Ghelani is a CFA charterholder, Chartered Accountant and holds a Bachelor of Commerce degree.

Rajendra Kalur CFA

Rajendra Kalur, CFA, is the founder of TrustPlutus Wealth Managers (India) Private Limited and TrustPlutus Family Office & Investment Advisers (India) Private Limited. He has more than 25 years of experience in the financial services domain, including asset management, investment banking, wealth management, and insurance. Kalur has worked across the value chain and has proven expertise in nurturing nascent businesses and transforming business models. Kalur is currently an independent management consultant. Until recently, he was the director and CEO of TrustPlutus. Before joining TrustPlutus, Kalur worked in various capacities with RBS N.V., ABN AMRO N.V., Wealth Advisors India Pvt. Ltd., ICICI Prudential AMC, DSP Merrill Lynch, and General Insurance Corporation of India.

Kalur holds an MBA from the Cranfield School of Management, United Kingdom, and holds a post-graduate diploma in marketing from the Chartered Institute of Marketing, United Kingdom. He is also a Chartered Financial Analyst®, from CFA Institute, United States, and a Certified Financial Planner from FPSB, India. Kalur is a public speaker, an occasional blogger, and a newspaper columnist, as well as a long-distance runner and cyclist.