Jayesh Gandhi

Jayesh Gandhi

Head – Offshore Advisory & AIF

Bio

Jayesh brings in over 20 years of experience managing Indian equities, across market-caps, with track record of delivering above average returns, consistently beating the benchmark and ranked Quartile-1 for peer group performance for over 10 years, which includes with Morgan Stanley Investments Management (MSIM) for 6 years, where he was Lead Portfolio Manager (PM) for the India Multi-Cap strategy.

With Aditya Birla Sun Life Capital, for 3.5 years, where he was the lead PM for Multi-cap, Mid & Small Cap strategy.

With BNPP AM, for 3 years, since Oct.,2021.

Jayesh was ranked amongst Top Equity Fund Managers in India in 2018 by Business Outlook & the ET Wealth publications.

As a volunteer, Jayesh served as the President of the CFA Society India from 2013-18 and was a founding & Board member for 10 years (2008-18).

Jayesh is a Chartered Accountant, India, Chartered Financial Analyst, USA and has Master of International Management (MBA) from Thunderbird, USA.

Articles from Jayesh Gandhi

Audio

Portfolio perspectives

The AI angle to Indian equities

There were multiple reasons why Indian equities underperformed the rest of emerging markets in 2025 – one being the absence…

By Jayesh Gandhi & other authors

23/01/26
Audio

Portfolio perspectives

Talking Heads – Indian equities on a roll

Indian equities have seen three years of solid performance amid earnings growth and political continuity. In our view, conditions are…

By Jayesh Gandhi & other authors

07/05/24
Audio

Portfolio perspectives

Talking Heads – Indian equities could outshine other EMs

Among emerging markets, India stands out as a potential source of outperformance as the economy looks set for a growth…

By Jayesh Gandhi & other authors

17/04/23
Article

Front of mind

India’s residential property market has all the ingredients for strong growth

In many developed and emerging markets, the residential real estate sector is seeing prices stall and sales volumes fall. India…

By Jayesh Gandhi & other authors

12/10/22
Article
Taj Mahal

Portfolio perspectives

Indian equities outshine EMs as economy bounces, home investors buy in

As the MSCI India index gained 9.3% in July – outperforming all other emerging market indices – domestic investors continue…

By Neha PATHAK & other authors

19/08/22
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