Jimmy A Patel - 043312Jimmy A Patel - 043312Jimmy A Patel - 043312Jimmy A Patel - 043312

CA Business Achiever - Financial CA Business Achiever - Financial ServicesServices

CA Business Achiever - Financial CA Business Achiever - Financial ServicesServices

Chief Executive Officer – Quantum Asset Management Co. Pvt. Ltd.

• Turnover (Sales) of the Company in Turnover (Sales) of the Company in Rupees: Rs. 250 CroreRupees: Rs. 250 Crore

• Net worth of the Company: Rs. 22 CroreNet worth of the Company: Rs. 22 Crore

• Market Capitalization of the Market Capitalization of the Organization:Organization:

Note: Please give details of the company where the person is located. For CA Business Achiever or CFO where person is handling multiple companies within a group, please give composite details of all companies under the domain of nominee. Details of Individual companies may be given separately. The applicants of CA Professional Achiever should give details only of the company where they are working.

KEY ROLE IN THE ORGANIZATIONKEY ROLE IN THE ORGANIZATION • Current Role : Current Role : At Quantum Mutual Fund, Mr. Patel has spent the last few At Quantum Mutual Fund, Mr. Patel has spent the last few

quarters putting together the infrastructure, appointing key team members, quarters putting together the infrastructure, appointing key team members, strengthening the sales team, implement processes, systems and control strengthening the sales team, implement processes, systems and control procedures for the efficient functioning of the Fund. He has currently initiated the procedures for the efficient functioning of the Fund. He has currently initiated the process of setting up India’s first completely paperless Invest Online module; the process of setting up India’s first completely paperless Invest Online module; the direct retail distribution network; opening of branch offices Pan India; using direct retail distribution network; opening of branch offices Pan India; using technology optimally for improved customer servicing.  technology optimally for improved customer servicing.   Key forte: Key forte:

• Mr. Patel’s has an extensive background in organization development and his forte Mr. Patel’s has an extensive background in organization development and his forte lies in the following roles:lies in the following roles:

• Conceptualization, formulating, creating and managing start-upsConceptualization, formulating, creating and managing start-ups

• Goal definition and solution identificationGoal definition and solution identification

• Strategic planning and tactical implementation, problem solvingStrategic planning and tactical implementation, problem solving

• Integration of new technology in a legacy environmentIntegration of new technology in a legacy environment

• Work flow automation – systems and processesWork flow automation – systems and processes

MAJOR ACHIEVEMENTSMAJOR ACHIEVEMENTS– Launched a Mutual Fund Portal for paperless Launched a Mutual Fund Portal for paperless

transactions.transactions.

• Daily dividend facility (including Daily dividend facility (including daily re-investment) for Liquid Fundsdaily re-investment) for Liquid Funds

• High Value Redemptions including High Value Redemptions including the “Cheque across counter” facilitythe “Cheque across counter” facility

• Concept of Asset AllocationConcept of Asset Allocation

• Trigger options in various schemes Trigger options in various schemes

MAJOR ACHIEVEMENTSMAJOR ACHIEVEMENTS• Joint holdings in ratios Joint holdings in ratios

• Multiple nomination (primary & contingent Multiple nomination (primary & contingent nominees in ratios)nominees in ratios)

• Quantum Nominated for the Quality award Quantum Nominated for the Quality award ceremony held in Geneva, Quantum also ceremony held in Geneva, Quantum also recognized as an emerging “Power Brand” in recognized as an emerging “Power Brand” in the guide released by Planman Consulting the guide released by Planman Consulting

• Concept of Value averaging for mutual fundsConcept of Value averaging for mutual funds

• Right of accumulation and letter of intentRight of accumulation and letter of intent

• Innovative and informative account statementsInnovative and informative account statements