This presentation is for information purposes only and is not an offer to sell or a solicitation to buy any Securities. The views expressed herein are based on the basis of internal data, publicly available information & other sources believed to be reliable. Any calculations made are approximations meant as guidelines only, which need to be confirmed before relying on them. These views alone are not sufficient and should not be used for the development or implementation of an investment strategy. It should not be construed as investment advice to any party. All opinions and estimates included here constitute our view as of this date and are subject to change without notice. Neither Ksema Wealth Private Limited, nor any person connected with it, accepts any liability arising from the use of this information. The recipient of this material should rely on their investigations and take their own professional advice
Lakshman has over 20 years experience in investment and financial management. On the investment management side he has expertise in equity research, securities valuation and portfolio management. Lakshman also brings experience and focus on risk management, systems and standards, compliance and auditing and portfolio structuring for clients. Lakshman’s ability to marry portfolio management skill along with his attention to business risk has resulted in a track record of leading strategic initiatives to deliver performance to clients whilst minimizing risk. Since 2005, Lakshman held the position of Deputy General Manager for Transgulf Investment Holding Co SAOG based in Oman.
Shankar began his investment career over 20 years ago and has held senior positions with prominent organisations in India and the UAE, and more recently in Singapore. Throughout his career, Shankar has focused on providing investment solutions to High Net Worth Individuals. As a result, Shankar has experience in providing complete financial planning across the spectrum of investments. Most recently, Shankar has held the position as Managing Director for Falcon Investment Advisory FZE and has been responsible for managing assets in excess of $200m. In December 2012, FIA has been approved as Registered Fund Management Company by the Monetary Authority of Singapore.