AMS INVESTMENTS
AMS Investments, an AMFI registered mutual fund distributor, is led by two seasoned partners, Mahesh Bhagwat and Samir Gilani, who collectively boast over 50 years of extensive experience in the financial markets, both in India and globally. Mahesh has held senior roles at prestigious companies such as HDFC Bank and ICICI Securities, showcasing a rich professional background.
Meanwhile, Samir's expertise spans global markets, having worked with well-established institutions like IDFC Limited, JM Financial, and ICICI Sec. Notably, he was personally recruited by Rakesh Jhunjunwala, a renowned Indian investor, to manage a portion of his wealth.
Together, Mahesh and Samir oversee a substantial portfolio, for over 100+ clients in India and abroad. AMS Investments operates in collaboration with Prudent Corporate Advisory Services, a listed company with an impressive valuation of INR 6,000 crores, ensuring seamless execution and accountability.
THE TEAM
Experienced professionals with aligned interest and deep sense of accountability
MAHESH BHAGWAT
Founder and Partner
Mahesh is a seasoned professional in the financial services industry, with over 30 years of experience in various domains, such as: Stockbroking, Proprietary trading, and Mutual Funds distribution.
He has witnessed and survived many market fluctuations, from the Harshad Mehta boom and bust of 1990-1992, to the FII-driven surge until 1994, to the IT-dominated ascent and descent of 1999-2000, to the sustained growth from 2003 to 2007.
Moreover, he has endured the Asian Crisis of 1997-1998, the Global Financial Crisis of 2008, and the Covid-induced slump of 2020. As a result, he has gained a deep understanding of the market cycles of Greed and Fear. This experience enables him to focus on helping clients navigate the inevitable volatility of investing in equity markets.
He tailors his services to the client’s risk appetite and helps them understand their own behavioral choices. His mission is to get as many clients as possible to focus on the long-term wealth creating and life changing benefits of investing through mutual funds.
SAMIR GILANI
Partner
Samir Gilani is a seasoned global finance professional with over 20 years of extensive experience spanning three diverse regions—India, Canada, and the U.A.E. Firmly rooted in his belief in India's growth trajectory, Samir recognizes the transformative power of compounding in shaping financial goals, lifestyles, and standards of living.
His insights and expertise are frequently featured in leading Indian newspapers, reflecting his standing in the financial community.Adding to his impressive credentials, Samir had the honor of a personal invitation from the Late Shri Rakesh Jhunjhunwala to manage a portion of his investment portfolio.
Throughout his career, Samir has held significant leadership roles in renowned financial institutions such as ICICI Securities, IDFC Limited, MAPE Securities, and the Canadian Imperial Bank of Commerce, showcasing his diverse and distinguished professional journey.
Navigating the financial landscape can be daunting, but AMS Investments has been a beacon of support. They have provided me with the tools and knowledge to make informed decisions about my investments. Their expertise in breaking down financial concepts and helping me assess my risk profile has been critical in shaping my investment strategy. Without hesitation, I would recommend them as your financial companion.
Anuj Jain
Managing Director and CEO, Kansai Nerolac Paints Limited