Banner

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 Dai-ichi Life Holdings, 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.

 

Read more

Dai-ichi Life Holdings, Inc. ("Dai-ichi 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. Dai-ichi 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, Dai-ichi 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, Dai-ichi Life is also engaged in the business of asset management. Dai-ichi 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. Dai-ichi Life is a committed and reputable player in the insurance and asset management business.

Read more

Investment Philosophy

Risk

Emphasis on managing credit risk by careful selection of securities

portfolio

Creating portfolios which are true to mandate

Our Leaders

Board of Directors

Mr. Yusuke Sato

Associate Director

Ms. Priti Rao

Associate Director

Mrs. Alice Vaidyan

Independent Director

Mr. Anil Bafna

Independent Director

Mr Manjunath Pandit

Independent Director

Mr. Ashwani Sindhwani

Independent Director
Show More

Board of Directors

Mr. Pushpangadan Mangari

Independent Director

Mr. Sharad Sharma

Independent Director

Mr. Rajan Krishnan

Independent Director

Mr. Santanu Kumar Dash

Associate Director

Ms.Sushmita Ghatak

Independent Director
Show More

Management Team

Mr. Madhukumar Nair

Chief Executive Officer

Mr. Saurabh Jain

Chief Marketing Officer

Mr. Rajkamal Tiwari

Chief Operating Officer and Chief Financial Officer

Mr. Harshad Patwardhan

Chief Investment Officer

Ms. Richa Parasrampuria

Chief Compliance Officer

Mr. Parijat Agrawal

Head - Fixed Income

Mr. Vinayak Prasad

Head – Human Resources

Ms. Leena Johnson

Head - Customer Service

Mr. Maulik Bhansali

Chief Risk Officer

Mr. Yunus Sagari

Head – Information Technology

Ms. Jyotsna Korgaonkar

Head-Operations

Mr. Nishant Dharavat

Head – Institutional Sales

Mr. Ashay Vaidya

Head - Products

Mr. Sanjay Bembalkar

Head - Equity
Show More

Investment Team

Mr. Harshad Patwardhan

Chief Investment Officer

Mr. Parijat Agrawal

Head - Fixed Income

Mr. Sanjay Bembalkar

Head - Equity

Mr. Devesh Thacker

Fund Manager - Fixed Income

Mr. Anindya Sarkar

Fund Manager – Fixed Income

Mr. Tarun Singh

Dealer - Fixed Income

Mr. Vishal Thakker

Dealer – Equity

Mr. Hiten Bhadra

Dealer – Equity

Mr. Shrenuj Parekh

Co-Fund Manager – Fixed Income

Mr. Gaurav Chopra

Fund Manager - Equity

Mr. Vinod Malviya

Fund Manager - Equity

Mr. Pratik Dharmshi

Fund Manager - Equity

Mr. Jenish Karia

Research Analyst

Mr. Pratit Vajani

Research Analyst

Mr. Parth Dalia

Research Analyst

Mr. Hardik Goyal

Research Analyst

Mr. Rajesh Aynor

Investment Lead - SIF (Specialised Investment Fund)

Mr. Jitark Shah

Research Analyst
Show More

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:RAKCHAMPS & Co. LLP GF-9, H-Wing, Building No. 2, Rock Enclave, Next to SBI, Hindustan Naka, Kandivali west, Mumbai, Maharashtra 400067

corporate

Corporate Presentation

Download our Corporate Presentation