Investment Team

Max New York Life's investment team has core competency in the field of Research, Financial and Risk Management. The team tracks equity and fixed income instruments and invests as per the mandate of the insurance plans.

To know more about our team members, click on the name of the respective team member

Director and Chief Financial Officer
Vice President
Investments and Fund Manager
Assistant Vice President
Middle Office
Manager
(Investments). Analyst
Assistant Manager
(Investments), Analyst
Assistant Manager
(Investments), Analyst
Assistant Manager
(Investments), Analyst
Analyst
Prashant Sharma  
Vice President
Investments and Fund Manager
 
Prashant is a Chartered Accountant and CFA from the CFA Institute. He is a founder member and has been handling the Max New York Life investment portfolio since 2001. He is responsible for the overall performance of both the equity and fixed income portfolios. Prior to joining Max New York Life, he has worked with KPMG in the Assurance division.
Sachin Bajaj  
Manager
Investments Analyst
 
Sachin has over 9 years of work experience in the field of treasury, banking and fund management. He is a commerce graduate with PG diploma in Finance. He has been with Max New York Life for over 6 years in the strategy and investment function.
Rahul Ranjan  
Assistant Manager
Investments Analyst
 
Rahul is a science graduate and holds a PGDM from IIM Kozhikode. He is with MNYL for around 2 years and prior to that he has 3 years of experience in equity research and commodity trading.
Arit Chaudhury  
Assistant Manager
Investments Analyst
 
Arit holds a PGDM from IIM Kozhikode and B.Tech and M.Tech degrees from IIT Delhi. He brings close to 2 years of experience as an equity research analyst. Prior to joining Max New York Life, he was a research analyst at Edelweiss Capital, Mumbai.
Varun Dawar  
Assistant Manager
Investments Analyst
 
Varun brings to the team close to 2 years of experience in equity research, having worked with JPMorgan Services India as an equity analyst. Varun is an MBA from IMT Ghaziabad and holds a Bachelors degree in Commerce from Shriram College of Commerce.
Himanshu Upadhyay
Analyst  
Himanshu is an engineer and has done his PGDM from IIM Kozhikode. He is with MNYL for last two years and prior to that he has two years of experience in an engineering company.
   
Sunil Kakar
Director and Chief
Financial Officer


Sunil Kakar is in charge of finance, accounts, investment management and risk management. Prior to joining Max New York Life , Sunil has 20 years of diversified banking experience with Bank of America in areas of Financial Control, Branch Administration,Operations, Risk Management and Treasury. Sunil was the Vice President (CFO-India), Bank of America and was responsible for strategic planning, asset management liability, annual budgeting, Accounting and Taxation, Regulatory Reporting and MIS. He was also Director on Board of companies where Bank of America was a shareholder. He monitored risk management systems and introduced new treasury products like currency options.

Vikas Agarwal  
Analyst  
Vikas is a commerce graduate with a PGDM from IIM Indore. He is with MNYL for last two years and prior to that he has two years of experience in a leading export house.
Vikas Datt  
Assistant Vice President
Middle Office
 
Vikas is a MBA from CSU Australia and has over 10 years of experience. He has been with Max New York Life since 2002 and has been involved in Distribution Strategy, Financial Planning and more recently in Risk Management & Compliance.
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