Company: Abans Investment Managers (Abans Group)
About Abans Investment Managers
Abans Investment Managers is part of the Abans Group, a diversified financial services platform with strong presence across
capital markets, commodities, asset management and investment advisory. The PMS business focuses on delivering consistent,
risk-adjusted returns through disciplined equity investing and strong governance.
Industry: Financial Services, Commodities, Capital Markets
Location: Nariman Point, Mumbai
Reporting To: Chief Investment Officer / Head – Asset Management
Role Overview
The Fund Manager – PMS will be responsible for managing discretionary equity portfolios, developing and executing investment
strategies, driving portfolio performance, and building long-term client trust. The role requires deep equity markets expertise,
strong fund management track record, and sound understanding of SEBI PMS regulations.
Key Responsibilities
Investment & Portfolio Management
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Manage discretionary equity PMS portfolios with timely allocation across market caps.
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Drive investment strategy, stock selection, sector allocation, and portfolio construction.
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Monitor performance, risk metrics, and ensure adherence to internal limits.
Research & Market Analysis
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Conduct bottom-up fundamental research, valuations, and financial modeling.
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Track macro trends, sector developments, and engage with company managements.
Client & Stakeholder Engagement
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Participate in client reviews and articulate portfolio strategy and performance.
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Support PMS client acquisition and address investment-related queries.
Compliance & Governance
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Ensure compliance with SEBI PMS regulations and internal investment frameworks.
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Maintain investment documentation and coordinate with risk and compliance teams.
Leadership (Senior Role)
- Mentor analysts and contribute to investment committee discussions.
Candidate Requirements
Experience
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12–20+ years of experience in equity fund management / PMS / asset management.
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Proven track record managing discretionary PMS or similar equity portfolios.
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Prior experience with reputed PMS houses, asset management companies, or broking firms.
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Exposure to managing HNI / UHNI client portfolios preferred.
Education & Certifications
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Graduate in Commerce / Finance / Economics, MBA / PGDM in Finance preferred.
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Mandatory: NISM Series XXI-B – Portfolio Managers Certification.
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CFA or equivalent qualification is an added advantage.
Skills & Competencies
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Strong equity research and portfolio management capabilities.
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Sound understanding of Indian equity markets across cycles.
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Risk management, performance attribution, and portfolio analytics expertise.
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Strong communication and client-facing skills.
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High ethical standards and governance mindset