Unifi Mutual Fund

Unifi Mutual Fund, founded in 2024, is a focused and employee-owned asset manager. It offers a select number of funds, aiming for strong long-term performance. The firm uses bottom-up research to pick quality investments in both equity and debt. 

Its all-weather strategy keeps portfolios aligned with the best market segments. As an employee-owned entity, Unifi prioritises clients’ interests over short-term profits. It limits fund size and count to maintain focus and accountability. Unifi believes in educating investors and building lasting partnerships. 

The firm operates across key Indian financial centres and supports social causes through its foundation. Overall, Unifi provides a disciplined, transparent, and client-focused approach to investing.

Here is a concise overview of key facts and leadership details about Unifi Mutual Fund to provide a clear understanding of the company:

Incorporated	11 Jan. 2024
Mdceo	George Alexander
Trustee	Unifi Mutual Fund Trustee Private Ltd
Cio	Saravanan V N

Investing in Unifi Mutual Funds via Bajaj Markets is a seamless, fully online process with no need to fill out lengthy forms or visit branches. Simply follow these steps on the Bajaj Markets website or mobile app to start your investment journey:

1. Log in using your mobile phone number.

2. Navigate to the ‘Investments’ section and select ‘Mutual Funds’.

3. Provide basic KYC details such as your PAN card number and bank account information.

4. Once your account is activated, you can begin investing in Unifi Mutual Fund schemes.
    

Bajaj Markets supports multiple payment options, including UPI, net banking, RTGS, and NEFT, giving you flexibility and convenience. This hassle-free process ensures you can invest anytime, anywhere, with ease and security.

To invest in Unifi Mutual Fund schemes via Bajaj Markets, investors need to submit valid identity and address proof documents as part of the KYC (Know Your Customer) process. The required documents include:

• PAN Card (mandatory for all investors)

• Any one of the following as valid identity proof:

• Voter ID

• Driving Licence

• Passport

• Proof of address (which may be part of the identity documents)

• A valid email ID and phone number are also required for communication and verification purposes.
   

Additionally, the registered address for correspondence is:

11, Kakani Towers, 

15, Khader Nawas Khan Road, 

Nungambakkam, Chennai.

91-44-2833 1556

naren@unificap.com

These documents ensure compliance with regulatory standards and help protect investors. Proper KYC completion is essential to activate your investment account and enable smooth investing via multiple convenient payment methods.

Aejas Lakhani - Fund Manager

Aejas Lakhani is a Fund Manager with 12+ years of experience in fund management, equity research, and governance advisory. He holds an MBA (Finance) from the Asian Institute of Management and has managed Unifi Group's consumption-themed equity fund for the past 4 years. Aejas has also worked at Institutional Investor Advisory Services and Edelweiss Asset Management.

Karthik Srinivas - Fund Manager

Karthik Srinivas is a Chartered Accountant with 10+ years of experience in fund management, research, risk management, and audit. He has co-managed debt strategies at Unifi Group's PMS division for the past 4 years, focusing on high-yield fixed income and hybrid opportunities. Karthik has also worked with The Sanmar Group and Deloitte in their Risk Advisory practice.

Aman Reddy - Fund Manager

Aman Reddy is a Fund Manager overseeing overseas investments for the Unifi FlexiCap Fund, focusing on high-growth opportunities in the USA, Europe, and Japan. He previously managed international equities for Unifi’s G20 Portfolio at GIFT City. Aman holds dual degrees in Finance and Economics from Lehigh University, completed the I.B. at UWC Atlantic College, and is a Chartered Financial Analyst (CFA).

Email	NA
Phone	NA
Address	11, Kakani Towers, 15, Khader Nawas Khan Road, Nungambakkam, Chennai