Epitome Professionals
 
Board of Directors  
Advisory Board  

 

   
 
Epitome Professionals  
 
Raju Panjwani
CEO and Founder
Asutosh Mishra
Research
Samir Saurabh
Fund Services
Oswald Fernandes
Finance
   
   
Raju Panjwani
CEO and Founder

Raju Panjwani founded Epitome in late 2005. He has 27 years experience in financial services with a deep understanding of financial instruments and products. He has hands on operational experience in areas of asset management, equity sales and trading, investment banking and prime brokerage. His mission is to create path breaking initiatives to delight clients through comprehensive and cost-effective business solutions with commitment, integrity and reliability.

At Morgan Stanley (MS), Raju was a Managing Director. In his 18 years at MS, New York, he was exposed to many businesses. He spent his first seven years setting up MS’s internal audit group in 1987. In 1994, Raju was instrumental in setting up MS’s presence in India for equity broking and custody, and supported the investment banking and asset management businesses.

From 1999 to 2001, he was the Country Representative and Chief Operating Officer for Morgan Stanley India. During his India stint of seven years, he played a key role in negotiating and launching MS’s joint venture with JM Financial. He also pioneered off shoring for MS in India in the late 1990s, and established its “Global Knowledge Center” in 2003 that supports the Firm’s global institutional businesses. Raju has served on the Board of Directors of the U.S. India Business Council in Washington, D.C. from 2002 to 2005. Prior to joining MS, Raju served as an Investment Company (Mutual Fund) specialist with Price Waterhouse. A Chartered Accountant from India (1979) and a CPA (Certified Public Accountant) from New
York State (1980), Raju has a Bachelor of Commerce (Honors) from Delhi University (1975).

A tsunami survivor along with his family, Raju has also founded and helped to initiate charitable organizations. He played an active role in establishing the United Way of Mumbai and is a member of the Board of Directors of the United Way International. He chairs its Member Support Committee and is also on its Executive Committee. He and his wife Kim have played an active part in tsunami relief in Sri Lanka. Raju is active in community in India, and supports many worthwhile causes including the "Hedge Funds Care for Children".

 
Asutosh Mishra
Research

Asutosh manages the research team at Epitome and assists client delivery in areas like independent equity research, financial modeling, business research, investment banking support and research support. He is responsible for ensuring quality and timeliness of the deliverables on a day-to-day basis.

Asutosh has over 5 years of experience in equity research, financial modeling, global stock market intelligence and commodity research. Prior to joining Epitome, Asutosh was associated with Karvy Global Services (a KPO arm of a leading financial services firm in India), and has served clients across sectors in a range of strategies and investment research. Asutosh holds a masters’ degree in finance and is the member of The Council of Chartered Financial Analyst (CCFA) of India, Hyderabad.  

 
Samir Saurabh
Fund Services

Samir manages the operations team at Epitome and assists client delivery in areas like fund accounting, Hedge Fund Analytics, middle and back office support, OTC derivatives valuation, financial research and research support operations. He is responsible for ensuring quality and timeliness of the deliverables on a day-to-day basis.

An MBA with over 7 years experience in financial services industry, Samir is proficient in the financial information product business, hedge fund administration, securities operations & research support. He has an exceptional track record in financial information product operation, securities master file, corporate action processing, fund accounting and research support operations.

Previously with Patni Computers (a financial services BPO in India), Samir supervised the migration of processes to India, and managed operations in fund accounting & securities master file activity for a leading fund administrator. He had acquired intimate knowledge of transaction & market data product operations at Thomson Financial, where he was responsible for SDC platinum and DataStream product operations.

 
Oswald Fernandes
Finance

Oswald handles the Finance function at Epitome. A qualified Chartered Accountant, he has over 6 years of experience in diverse industries including media, manufacturing, and the outsourcing industry.

Prior to joining Epitome, Oswald was involved in providing management consultancy and tax advisory services to various medium-sized companies. He was responsible for the implementation of a countrywide Fixed Asset Management software in the country’s largest media company with operations spanning the entire nation.

At Epitome, he has been instrumental in setting up the finance function and formulating policies, procedures and plans for its smooth operation. He possesses in-depth knowledge of in various fields as diverse as Company Law, Banking and Foreign Exchange regulations, International Transfer Pricing, Cost Accounting and Taxation.