Why A Career In Fund Mangement

Growth Potential

Very High Income Potential

Low Fund Mananger Base

Geographic Flexibility

Low Overheads

Growth Potential

PAST RECORD

  • Market Cap of Indian Listed securities has grown from  just Rs35.0 lakh Crores in 2005 to Rs.438.0 Lakh crores in 2025
  • Nifty 50 Index has grown from 5500 points to 25000 points during 2005-2025
  • No of listed Cos in NSE has grown from 785 to 2670 during 2005-2025
  • No. Of Demat Accounts have grown 50 million to 205 millions during 2005-2025
  • Mutual Fund holding value has grown from Rs.15.0 lakh crores Rs. 75.0 lakh crores during 2005-2025
  • Equity Mutual Fund folios have grown multifold to 24.57 crores

FUTURE POSSIBILITIES

The Govt of India has always been pro-active in its policies and to consistently aid the market growth, capital formation, investor protection. The reforms process is a continuous excercise in course correction.

With our economy expanding, Capital Market participation also is raising rapidly-especially from the middle and upper class investors moving beyond Fixed Income securities. What has been achieved today will become a strong base or platform on which  future growth will  become a certainty. Even moderate inflation can make Fixed income securities less attractive and with further tax incentives possible for Equity as a class,  which now witnesses only moderate taxation, can explode as an asset class to unexpected levels, as has happened in many developed economies 

If one looks from our growing population and the per capita growth possible  in Equity investments,  the Market Capitalisation of NSE can double every decade

Very High Income Opportunity

  • Fund managers fees are linked to performance and it could range in the mid- teens, as  a percentage to the profits achieved in the account during a year
  • By the end of 3rd or 4th year of practice any reasonably successful  Fund manager can expect to make Rs.3-4 crores fee and which can only further  go up in successive years(will explain to you the details in  person)
  • At present there are at-least a 1000+ Fund managers in Mumbai / Pune / Ahmedabad / Delhi / Hyderabad, Bengaluru earning in the above bracket and at-least 10 to 15% of these fund managers earn Rs.50 crores plus  p.a. and have built a net-worth exceeding Rs.500 crores, wealth built through fees and smart investments

Low Fund-Manager Base 

  • Most successful managers are in Mumbai, Bengaluru, Pune, Ahmedabad only. Their present strength  is not geographically well distributed, particularly in Tier-2. Tier3 cities.
  • Even otherwise for the population of our size and under-penetrated equity culture, the present strength  fund-manager  pool is in-adequate looking  from the stand point of future growth.
  • In the next decade demand for individual fund managers is expected to surge and  at-least 10,000 fund-managers would be required to fill the gap, according to an estimate

Geographic Flexibility

INTERNATIONAL PRACTICE

As a professional Fund Manager, you could manage Equity investments in all developed markets, particularly English speaking markets like U.S.A, Canada, U.K, Australia, etc. as the theory / practice followed there is quite similar to the one followed in our markets

In U.K. ISA  accounts investments in equity shares attract tax-free status and it is a very large unpenetrated market with huge growth possibilities

NRI / PIO investors residing in these western countries will feel more comfortable dealing with their Indian brethren, who can speak their language and understand their need and aspirations better

Training for Students in India, USA & UK

  • Finance students aspiring to build a career in FUND MANAGEMENT, especially those based in the USA and UK can fully benefit from our training, which are cost-effective and affordable, particularly when we are enabling them to build a great and rewarding career
  • Flexible scheduling to suit different time zones
  • Common Curriculum for all the trainees
  • With focus on Companies listed in their respective countries(NYSE/NASDAQ/LSE)

Low Overheads

  • The Administrative overheads of  your office will not go up in proportion to the funds managed or the number of accounts managed, as most of the back-office work is attended to buy the brokerage firm which handles the client trading/demat accounts. They provide all the relevant data In digital form
  • The subscription fees for research report is not very expensive and brokerage houses, where the clients’ accounts are maintained do extend research support services to their valued clients

Additinal Income Areas

  • Property sale / tax filing / funds repatriation services to NRI clients
  • Tax efficient investment solutions to NRIs 
  • Loan against property arrangements
  • Fund management for NRIs in their own country of residence

Why A Career In Fund Mangement

Growth Potential

Very High Income Potential

Low Fund Mananger Base

Geographic Flexibility

Low Overheads

Growth Potential

PAST RECORD

  • Market Cap of Indian Listed securities has grown from  just Rs35.0 lakh Crores in 2005 to Rs.438.0 Lakh crores in 2025
  • Nifty 50 Index has grown from 5500 points to 25000 points during 2005-2025
  • No of listed Cos in NSE has grown from 785 to 2670 during 2005-2025
  • No. Of Demat Accounts have grown 50 million to 205 millions during 2005-2025
  • Mutual Fund holding value has grown from Rs.15.0 lakh crores Rs. 75.0 lakh crores during 2005-2025
  • Equity Mutual Fund folios have grown multifold to 24.57 crores

FUTURE POSSIBILITIES

The Govt of India has always been pro-active in its policies and to consistently aid the market growth, capital formation, investor protection. The reforms process is a continuous excercise in course correction.

With our economy expanding, Capital Market participation also is raising rapidly-especially from the middle and upper class investors moving beyond Fixed Income securities. What has been achieved today will become a strong base or platform on which  future growth will  become a certainty. Even moderate inflation can make Fixed income securities less attractive and with further tax incentives possible for Equity as a class,  which now witnesses only moderate taxation, can explode as an asset class to unexpected levels, as has happened in many developed economies 

If one looks from our growing population and the per capita growth possible  in Equity investments,  the Market Capitalisation of NSE can double every decade

Very High Income Opportunity

  • Fund managers fees are linked to performance and it could range in the mid- teens, as  a percentage to the profits achieved in the account during a year
  • By the end of 3rd or 4th year of practice any reasonably successful  Fund manager can expect to make Rs.3-4 crores fee and which can only further  go up in successive years(will explain to you the details in  person)
  • At present there are at-least a 1000+ Fund managers in Mumbai / Pune / Ahmedabad / Delhi / Hyderabad, Bengaluru earning in the above bracket and at-least 10 to 15% of these fund managers earn Rs.50 crores plus  p.a. and have built a net-worth exceeding Rs.500 crores, wealth built through fees and smart investments

Low Fund-Manager Base 

  • Most successful managers are in Mumbai, Bengaluru, Pune, Ahmedabad only. Their present strength  is not geographically well distributed, particularly in Tier-2. Tier3 cities.
  • Even otherwise for the population of our size and under-penetrated equity culture, the present strength  fund-manager  pool is in-adequate looking  from the stand point of future growth.
  • In the next decade demand for individual fund managers is expected to surge and  at-least 10,000 fund-managers would be required to fill the gap, according to an estimate

Geographic Flexibility

INTERNATIONAL PRACTICE

As a professional Fund Manager, you could manage Equity investments in all developed markets, particularly English speaking markets like U.S.A, Canada, U.K, Australia, etc. as the theory / practice followed there is quite similar to the one followed in our markets

In U.K. ISA  accounts investments in equity shares attract tax-free status and it is a very large unpenetrated market with huge growth possibilities

NRI / PIO investors residing in these western countries will feel more comfortable dealing with their Indian brethren, who can speak their language and understand their need and aspirations better

Training for Students in India, USA & UK

  • Finance students aspiring to build a career in FUND MANAGEMENT, especially those based in the USA and UK can fully benefit from our training, which are cost-effective and affordable, particularly when we are enabling them to build a great and rewarding career
  • Flexible scheduling to suit different time zones
  • Common Curriculum for all the trainees
  • With focus on Companies listed in their respective countries(NYSE/NASDAQ/LSE)

Low Overheads

  • The Administrative overheads of  your office will not go up in proportion to the funds managed or the number of accounts managed, as most of the back-office work is attended to buy the brokerage firm which handles the client trading/demat accounts. They provide all the relevant data In digital form
  • The subscription fees for research report is not very expensive and brokerage houses, where the clients’ accounts are maintained do extend research support services to their valued clients

Additinal Income Areas

  • Property sale / tax filing / funds repatriation services to NRI clients
  • Tax efficient investment solutions to NRIs 
  • Loan against property arrangements
  • Fund management for NRIs in their own country of residence