ITI Asset Management Limited Mutual Funds Investments

ITI Group is an emerging financial services conglomerate. The Group is also into various other financial service businesses. Presently, they are into institutional and retail equity, research and broking, asset-based lending etc.
ITI Group has highly experienced professionals. They help investors achieve a financial goal over long term.
ITI Group was the promoter of Pioneer ITI which is India’s first private sector fund house. Pioneer ITI was later known as Kothari Pioneer. However, it was subsequently acquired by Franklin Templeton. 
The Investor Trust of India Limited is the promoter of ITI Mutual Fund. More so, with over 3000 employees across 190 branches in India, ITI is the fastest-growing financial institute.

About ITI Mutual Fund Asset Management Company

ITI Mutual Fund was established in India in 2018. They offer high-quality investment solutions to investors. They offer various schemes across equity, debt and hybrid categories. With the finest minds in investment management, they follow a unique investment philosophy. 

ITI Asset Management is a part of Sudhir Valia backed Investment Trust of India (ITI) group. It received a consent from Securities and Exchange Board of India (SEBI) to launch its own mutual fund. As a result, ITI launched two schemes viz a viz ITI Liquid Fund and ITI Multi Cap Fund.

ITI  aspires to make a better financial status for its investors. It offers thoughtful and investor centric investment solutions. They have a strong management team and a highly experienced research analyst.

ITI Mutual Fund help investors pursue their financial goal with confidence and high thinking.
They offer various schemes to its investors like- ITI Small Cap Fund, ITI MId Caps Fund, ITI Multi Cap Fund, ITI Liquid Fund, ITI Overnight Fund, etc. These schemes are from Equity, Debt and Hybrid sector.

How to Invest in ITI Mutual Funds via Scripbox?

KYC Required To Invest

KYC stands for “Know Your Customer”. It helps in identifying an investor through relevant documents. SEBI has prescribed certain guidelines for KYC. An investor has to fulfil the KYC procedure before investing in a SEBI registered mutual fund. A KYC form will include details of identity, address, financial status, occupation, and demographic information.

You can get your KYC done with Scripbox. The following KYC documents required by Resident Indians and PIO residing in India:

• Photograph
• Pan Card
•  Address proof (Aadhar Card (Both Front & Back) / Driving License/ Passport/ Voter ID Card) 
• KYC Authorisation Letter. (Please write on a paper that “I authorize Scripbox to do my mutual fund KYC” & sign below it)
• Video Selfie: Record a video by facing the camera for 5 seconds.

One can upload the clear colour scanned copies of their KYC documents during the registration itself. Or. They could share your KYC documents at help@scripbox.com or WhatsApp it to us on +91-8884448026.

Fund Managers

Fund Managers are professionals who manage various assets. They help investors achieve their financial goals. They are the person who directs the fund management decisions.

Moreover, choosing an active fund manager for managing your investments is one of the most important things to do. 

Here is a list of top performing Fund Managers of  ITI Mutual Fund. These funds managers are from Equity as well as Debt Schemes.

Equity Fund Managers

Mr. George Heber Joseph

Mr Joseph is the Chief Executive Officer and Chief Investor Officer at ITI Asset Management Ltd. His association with the Company started in November 2018. He has an overall 20 years of experience in Equity Research. He is responsible for the entire business of the Company.

Prior to joining ITI AMC, he has held many positions in Equity Research, Fund Management, Treasury Management and Management Consulting. 

Earlier he worked with companies both in India and abroad like –

• ICICI Prudential Asset Management Ltd.
• Tanfac Industries Ltd. (Aditya Birla Group)
• Cholamandalam Investments & Finance Co. Ltd.
• Met Life India
• Wipro, and
• DSP Merrill Lynch Ltd.

Mr Joseph holds a dual Bachelor degree in English Language and Literature and Commerce. He is also a qualified Chartered Accountant from CAI, New Delhi. In addition, he is also a Cost and Management Accountant from Institute of Cost Accountants of India, Kolkata.

Mr. Pradeep Gokhale

Mr Gokhale is the Senior Fund Manager and Head of Research at ITI asset management Ltd. His association with the Company started in November 2018. He possesses an overall 23 years of experience in Fund Management, Equity Research, Credit Evaluation and Ratings.

He was associated with Tata Asset Management Ltd. for 15 years. His last role was in the capacity of Senior Fund Manager – Equities.

During his stint, he managed a large spectrum of schemes.  Prior to joining Tata Asset Management Ltd. he also worked with –

• CARE Ratings Ltd
• Bombay Dyeing
• Tata International and Lubrizol India Ltd.

Mr Gokhale is a qualified Chartered Accountant from the Institute of Chartered Accountants India.  In addition, he is a Chartered Financial Analyst from CFA Institute- USA.

Debt Fund Managers

Mr. Milan Mody

Mr Mody is a Fund Manager – Fixed Income at ITI Asset Management Ltd. He has been associated with the Company since November 2017. He brings in an overall 16 years of experience in Fund Management in Fixed Income Market.

Earlier, he worked with ZyFin Research Pvt. Ltd and was responsible for managing various funds. He managed a total asset of over USD 75 million.

He also worked with Sahara Life Insurance Company Ltd managing ULIPs and traditional schemes.

Mr Mody was also associated with debt intermediaries like Darashaw and BRICS from 2002 till 2005.

In addition, he is an MBA in Finance from MET Institute, Mumbai.