About Us

About Us

Our Story

  • vision

    Vision

    To be the most reliable and trusted partner to our investors and distributors through responsible investing.

  • vision

    Mission

    Backed by a consistent performance track record on creating long term wealth, we want to enhance the living standards of our investors residing across various towns and cities, enabling them to achieve financial freedom.

  • vision

    Values

    Our core values of Trust, Transparency and Consistency of Performance drive our investment strategies.

Sponsors

Union Mutual Fund is sponsored by Union Bank of India and Daiichi Life Group, Inc.

Union Bank of India is one of the leading public sector banks in India and is headquartered in Mumbai.

As on March 31, 2024, the Bank had a network of about 8466 branches including overseas branches in Dubai & Sydney, Banking Subsidiary in UK, London, JV in India International Bank (Malaysia), 4 Domestic Subsidiaries, 2 Joint Ventures, 1 Associate Company. Union Bank of India is one of the first large public sector banks in the country to have implemented 100% networking of branches through core banking solutions. The bank ranks 5th amongst PSB’s in business mix with digitally superior mix of customer friendly products.

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Daiichi Life Group, Inc.("Daiichi Life") is a stock company with limited liability, incorporated under the laws of Japan in the year 1902 and listed on the Tokyo Stock Exchange. Daiichi Life is a financial services holding company engaged in carrying out both insurance and non-insurance (including asset management) businesses through various subsidiaries and associate companies. Over the past 15 years, Daiichi Life has expanded its business globally and is currently engaged in the life insurance sectors of 9 jurisdictions other than Japan.

In addition to the life insurance business, Daiichi Life is also engaged in the business of asset management. Daiichi Life carries out asset management business in Japan and overseas through its group company, Asset Management One Co. Ltd., a global asset management company that provides customers with high quality products and services. Daiichi Life is a committed and reputable player in the insurance and asset management business.

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Investment Philosophy

Risk

Emphasis on managing credit risk by careful selection of securities

portfolio

Creating portfolios which are true to mandate

Our Leaders

Company information tabs

Board of Directors

Mr. Asheesh Pandey

Mr. Asheesh Pandey

Associate Director
Mr. Anil Bafna

Mr. Anil Bafna

Independent Director
Mrs. Alice Vaidyan

Mrs. Alice Vaidyan

Independent Director
Mr Manjunath Pandit

Mr Manjunath Pandit

Independent Director
Mr. Yusuke Sato

Mr. Yusuke Sato

Associate Director
Ms. Priti Rao

Ms. Priti Rao

Associate Director
Mr. Ashwani Sindhwani

Mr. Ashwani Sindhwani

Independent Director
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Board of Directors

Mr. Pushpangadan Mangari

Mr. Pushpangadan Mangari

Independent Director
Mr. Sharad 
Sharma

Mr. Sharad Sharma

Independent Director
Mr. Rajan Krishnan

Mr. Rajan Krishnan

Independent Director
Ms.Sushmita Ghatak

Ms.Sushmita Ghatak

Independent Director
Mr. Sumit Srivastava

Mr. Sumit Srivastava

Associate Director
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Management Team

Mr. Madhukumar Nair

Mr. Madhukumar Nair

Chief Executive Officer
Mr. Saurabh Jain

Mr. Saurabh Jain

Chief Marketing Officer
Mr. Rajkamal Tiwari

Mr. Rajkamal Tiwari

Chief Operating Officer and Chief Financial Officer
Mr. Harshad Patwardhan

Mr. Harshad Patwardhan

Chief Investment Officer
Ms. Richa Parasrampuria

Ms. Richa Parasrampuria

Chief Compliance Officer
Mr. Parijat Agrawal

Mr. Parijat Agrawal

Head - Fixed Income
Mr. Vinayak Prasad

Mr. Vinayak Prasad

Head – Human Resources
Ms. Leena Johnson

Ms. Leena Johnson

Head - Customer Service
Mr. Maulik Bhansali

Mr. Maulik Bhansali

Chief Risk Officer
Mr. Yunus Sagari

Mr. Yunus Sagari

Head – Information Technology
Mr. Nishant Dharavat

Mr. Nishant Dharavat

Head – Institutional Sales
Mr. Ashay Vaidya

Mr. Ashay Vaidya

Head - Products
Mr. Sanjay Bembalkar

Mr. Sanjay Bembalkar

Head - Equity
Mr. Dhananjay Terdal

Mr. Dhananjay Terdal

Head – Operations
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Investment Team

Mr. Harshad Patwardhan

Mr. Harshad Patwardhan

Chief Investment Officer
Mr. Parijat Agrawal

Mr. Parijat Agrawal

Head - Fixed Income
Mr. Sanjay Bembalkar

Mr. Sanjay Bembalkar

Head - Equity
Mr. Devesh Thacker

Mr. Devesh Thacker

Fund Manager - Fixed Income
Mr. Anindya Sarkar

Mr. Anindya Sarkar

Fund Manager – Fixed Income
Mr. Tarun Singh

Mr. Tarun Singh

Dealer - Fixed Income
Mr. Vishal Thakker

Mr. Vishal Thakker

Dealer – Equity
Mr. Hiten Bhadra

Mr. Hiten Bhadra

Dealer – Equity
Mr. Shrenuj Parekh

Mr. Shrenuj Parekh

Co-Fund Manager – Fixed Income
Mr. Gaurav Chopra

Mr. Gaurav Chopra

Fund Manager - Equity
Mr. Vinod Malviya

Mr. Vinod Malviya

Fund Manager - Equity
Mr. Pratik Dharmshi

Mr. Pratik Dharmshi

Fund Manager - Equity
Mr. Jenish Karia

Mr. Jenish Karia

Research Analyst
Mr. Pratit Vajani

Mr. Pratit Vajani

Associate Fund Manager
Mr. Parth Dalia

Mr. Parth Dalia

Research Analyst
Mr. Ankit Chavan

Mr. Ankit Chavan

Dealer – Equity
Mr. Hardik Goyal

Mr. Hardik Goyal

Research Analyst
Mr. Rajesh Aynor

Mr. Rajesh Aynor

Investment Lead - SIF (Specialised Investment Fund)
Mr. Jitark Shah

Mr. Jitark Shah

Research Analyst
Mr. Prasad Vadnere

Mr. Prasad Vadnere

Research Analyst
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Service Providers

Our Registrar and Transfer Agent is based in Chennai and has a wide network of Customer Services Centres in major cities all over India.

Computer Age Management Services Limited (CAMS) New No. 10, Old No. 178, M.G.R. Salai, Nungambakkam, Chennai – 600034 SEBI Registration Number: INR000002813.Email: enq_uk@camsonline.com

SBI-SG Global Securities Services Private Limited Corporate Office: “Jeevan Seva” Annexe Bldg., Ground Floor, S.V. Road, Santacruz (W), Mumbai – 400 054.

For Mutual Fund Schemes:S.R. Batliboi & Co. LLP 12th Floor, The Ruby, Senapati Bapat Marg, Dadar (West), Mumbai 400 028.

For Asset Management Company:P PARIKH & ASSOCIATES 501, SUJATA, OFF. NARSI NATHA STREET, MASJID MUMBAI - 400009,MAHARASHTRA

corporate

Corporate Presentation

Download our Corporate Presentation