About Union Trustee Company Pvt Ltd Mutual Fund

Around 13 years experience in Fund Management & Banking Industry. September 2017 till date with Union Asset Management Companey Pvt. LTD as the Fund Manager - Equity. January 2014 till September 2017 with IDBI Asset Management Ltd. as Fund Manager - Equity. April 2008 - December 2012 with ING Investment Management (AMC) as a Fund Manager - Equity. March 2005 - March 2008 with IDBI Bank Ltd. as Manager - Treasury for Porfolio Management - Equity.

He has over 20 years of experience in Fund Management. Prior to this, he has worked with UTI AMC ltd as head of PMS for 4 years, with ING Investment Management ltd as head of PMS for 6 months, with UTI AMC Limited in various Capacities as fund Manger, Analyst, Head of PMS for 11 years.

He has over 19 years experience in fund management & Banking Industry. Prior to joining Union KBC AMC in 2011 he has worked with Sahara AMC.

Over 8 years of experience in the equity markets. Appointed as Co-Fund Manager with effect from January 25, 2023. June 2020 - January 24, 2023 with Union Asset Management Company Pvt. Ltd as Research Analyst - Equity. November 2015 to May 2020 with Centrum Portfolio Management Services - Centrum Broking Limited as Research Analyst. March 2015 to October 2015 with Barclays Wealth Trustees (India) Private Limited as Trust Analysts . September 2011 to September 2014 with Sharp & Tanan Associates as Audit Assurance Assistant.

Industry experience: Over 11 years of experience in the financial services sector. Appointed as Co-Fund Manager with effect from October 25, 2016. September 10, 2014 to October 24, 2016 with Union Asset Management Company Private Limited as Research Analyst. November 2012 to September 2014 with Motilal Oswal Securities Ltd. as Sr. Manager - Institutional Research (Pharmaceutical). October 2011 to November 2012 with Dolat Capital Markets Pvt . Ltd. as Research Associate (Pharmaceutical & Agrochemicals). February 2011 to October 2011 with Khandwala Securities Ltd . as Research Associate (Pharmaceutical). July 2010 to November 2010 with Yen Management Consultants Pvt. Ltd. as Consultant. January 2008 to January 2010 with Yen Management Consultants Pvt. Ltd. as Assistant Manager. April 2006 to July 2006 with 3 Global Services Pvt. Ltd. as Customer Care Advisor.

Mr. Patwardhan has an overall work experience of over 23 years in the investment management function and has joined Edelweiss AMC as Chief Investment Officer - Equity and a key personnel. Prior to joining Edelweiss AMC, he was associated with JPMorgan Asset Management India Private Limited since June 2006 as CIO-Equies. Prior to that Mr. Patwardhan worked for two years with Deutsche Equies India Private Limited as a senior research analyst and has had extensive experience with several foreign brokerage houses covering a variety of sectors.

Over 23 years of experience in Funds Management. September 2010 till date with Union Asset Management Company Private Limited as Head - Fixed Income with overall responsibilities of Portfolio Management of Fixed Income and Hybrid Funds. October 2006 till July 2010 with SBI Mutual Fund as Head - Fixed Income with responsibilities of Portfolio Management of Fixed Income and Hybrid Funds. November 2004 till September 2006 with State Bank of Mauritius Limited with responsibilities of managing the entire Treasury functions of the Bank. December 1999 till May 2004 with SUN F&C Asset Management as Fund Manager responsible for Portfolio Management of Fixed Income and Hybrid Funds.

Total experience - 12 years Details: Research Analyst - Equity - Canara Robeco Asset Management Company Ltd. (December 2017 to September 2019) Research Analyst - Equity - LIC Mutual Fund Asset Management Ltd.(August 2015 to December 2017) Assistant Vice President - Quantum Advisors Pvt. Ltd (April 2010 to August 2015) Intern Analyst - Autonomous Research LLP (August 2009 to January 2010)