Fund Manager Profile
Yajash Mehta
Principal Officer (PMS) and Lead Equity Specialist
Yajash Mehta is the Principal Officer (PMS) and Lead Equity Specialist at Angel One Investment Managers & Advisors Private Limited, directing the asset monitoring and allocation frameworks for specialized portfolios like the Ionic Summit Portfolio - Equity. Backed by over eight years of capital markets experience running discretionary and non-discretionary PMS structures, Yajash possesses deep expertise in portfolio risk management, regulatory compliance, and multi-asset trading. He is a multi-certified financial professional, qualifying as a Chartered Accountant (CA), a Company Secretary (CS), and a CFA charterholder. His investment management style pairs rigorous accounting analysis with disciplined data frameworks, ensuring that the fund’s discretionary allocations remain anchored to liquid, fundamental assets while systematically containing downside risks.
