Our Team

P R Dilip

Founder

The Journey

Began his journey in the Financial Markets in 1994 after a brief stint in Dalal Street as a Software consultant to Bombay Stock Brokers. Brainstorming sessions with the then stakeholders of Indian Capital Market convinced him about the enormous growth opportunities in the field of Investments and the importance of a "logical approach" to investing rather than on hearsay as it was prevalent in the 90s.

He realised that the need of the hour is a research oriented Investment approach. Research on Investment Instruments and most importantly, a process to identify and quantify the investment needs and risk profiles of the investors.

Enriching Journey

It was a phase when the Indian Capital Market was undergoing major transformations, Controller of Capital Issues to SEBI, outcry trading ring to online trading platforms, physical shares to electronic Dematerialised securities, family-owned stock brokers to professionally managed stock broking firms, Unit trust of India to Private Mutual Funds, Badla to Futures & Options, Red and Blue Blocks to Trading Apps!

He was fortunate enough to be part of the Indian Capital Market's rapid evolution in the last 3 decades. 

The journey began with a degree in Mathematics from Madras University and Software Programming and systems management  Certifications, an MBA in Financial Management and an honorary Doctorate followed with time. 

Established Impetus Arthasutra in 1994 as an Equity Research firm subsequently obtained Portfolio Management Registration under SEBI Portfolio Managers Regulations in 2007.

His Process:

He developed an exhaustive Investor Profiling system way back in 2006 , a process which can accurately evaluate Risk profile and other important aspects of the client before suggesting any Financial Road Map. Innumerable number of families across the continents have been benefited from this scientific approach to wealth management.

His Mission:

Hundreds of Management students have learned Comprehensive Wealth Management Process during their Summer Internship at Impetus Arthasutra. A mission which educates young professionals with an intention of spreading the knowledge that Managing other's wealth is a sacred, Fiduciary role, a role where one need to assume responsibility without expecting immediate rewards. Don't think about scaling up this sacred professional practice unless you are ready to accept the Fiduciary Responsibility towards each client under your management.

Aparna Pandharkar

Principal Officer

Aparna Pandharkar joined Impetus Arthaustra in 2004. An experienced professional with more than 24 years of experience in the field of Investments. Highly skilled in people management, highly customer centric with proven leadership skills and business acumen. Proven experience in change management activities including finance, risk mapping, maintaining relationship with all clients to ensure smooth transition. Strong experience in working with CEO’s and founders of organizations in order to meet their existing and prospective business challenges. MBA (Finance) from Pune (year/1998). Bachelor's Degree in Statistics (B.Sc) from Mumbai University (1995).

Manisha Menon

Compliance Officer

A Commerce Graduate from Mumbai University, Manisha Menon has been part of Impetus Arthasutra since 2006. An efficient Team leader and a people person, she has decades of experience in PMS and Administration besides managing compliance-related matters. She also heads the Investor grievances division of Impetus Arthasutra.

Sageer Kottaram

Director

He is on the board of Impetus Arthasutra and has been part of Impetus since 2007. Well-versed in the Indian Financial Market, he has been instrumental in developing and managing NRI clientele at Impetus. Providing Investor Education is his passion besides handling core activities of our PMS. 

He holds, 

Post Graduate Diploma In Financial MarketPractices (PGDFMP)

Post Graduate Diploma In Management (PGDIM) 

Post Graduate Diploma In Human Resource Management (PGDHRM) 

Diploma In Management ( DIM) 

Post Graduate Diploma in Computer Application