Vision

The Vision of the company is to be the ‘numero uno’ provider of customized equities investments for its clients.

Mission

The mission revolves around understanding each client’s objectives and risk appetite, while attempting effective management of their investments individually.

Five Rivers Portfolio Managers has a 9 years plus money management track record. In this period, the company has set up effective processes both in terms of constructing investment portfolios as well as trading and settlement of securities through the exchanges.

Five Rivers Portfolio Managers has recently received approvals to set up a Category III Alternate Investment Fund in the Gujarat International Finance Tech-City, Gandhinagar and is in the process of raising its first Investment Fund.

Founder

Five Rivers Portfolio Managers is founded by Mr. Pankaj Chopra, CFA, who has been associated with the Indian Equity markets in various investment roles for the past 30 years.

Before founding Five Rivers, Pankaj was the Chief Executive Officer of Reliance Wealth Management for a period of five years, where he was instrumental in setting up the third party distribution operation as well as a highly focused equities portfolio business. In addition, Reliance Wealth Management acted as the Investment advisor to the WIOF - India Performance Fund, the Reliance Shariah India Growth Fund and the RWM Managed Portfolio Fund.

In his earlier role as the Head of Client Funds, Pankaj set up a private money management and advisory practice at HDFC Asset Management Company Ltd., which acted as an investment advisor to Abu Dhabi Investment Authority, Nikko Asset Management and Standard Life Investments,amongst others.

In the year 2000, Pankaj was part of a core team which set up HDFC Mutual Fund and joined in as a Senior Fund Manager looking after some the initial schemes launched by the mutual fund.

For seven years prior to this, Pankaj worked in the Treasury at Housing Development Finance Corporation where he helped win investment advisory mandates from several International funds including the Commonwealth Equity Fund and the Invesco India Growth Fund.

In the early years 1990s Pankaj was seconded byBatterymarchFinancial Management, Boston, to look after their investment affairs in India.

Pankaj has completed the coursework requirements from the CFA Institute, USA and is also a Charter holder from the ICFAI, Hyderabad. He holds a Master’s degree in Finance and is a Graduate in Agricultural Sciences.

Key Employees

Mr. Pankaj Chopra acts as the Chief Executive Officer of the company and is also responsible for all investment decisions taken with respect to client portfolios.

Mr. Kalpesh Josh is the Branch Head of the Company’s branch in GIFT City, Gandhinagar. He has 20 years of experience in the Capital Markets and is a Post Graduate in Finance.