People

About us People

Key Personnel MF

Mr. Yatin Dolia Head – Operations and Finance

Mr. Yatin Dolia has done Chartered Accountancy from ICAI Mumbai in 1998 and Executive Program in Business Management from IIM Calcutta in 2008. He has over 20 years of overall experience and 11 years of experience in Asset Management in Operations(including scheme financial reporting/accounting, valuation of securities etc.), Risk Management and Quality Assurance for Mutual Fund, Portfolio Management Services with indepth experience in regulatory aspects/operations/valuation/finance.


Out of 11 years, he has spent 4 years in Banking, Sales, Customer relationship Management & Process Implementation and another 6 years in Consulting in the areas of Risk Advisory, Assurance Services, Feasibility Studies etc. Further,he was the Proprietor of YDD & Co, Chartered Accountants and associated with Axis AMC, Edelweiss AMC, ICICI Prudential AMC, IDBI Bank, Citigroup Global Services Ltd and Mahajan & Aibara Chartered Accountants.


KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc), you need not undergo the same process again when you approach another intermediary