Principal & Portfolio Manager
At Vedanta Sentinel, as Co-founder and Chief Investment Officer/Portfolio Manager, I am committed to delivering customized investment solutions that emphasize low fees and risk-managed strategies. I strongly believe in transparent communication, ensuring clients feel confident and well-informed every step of the way.
With over 20 years of experience in financial markets, I specialize in providing comprehensive investment advisory solutions. As a CFA charterholder, I bring deep expertise in portfolio management, helping clients navigate complex markets with clarity and purpose.
My passion for investing began long before my formal career, sparked by witnessing the dot-com bubble burst. This early exposure shaped my risk-conscious philosophy, which was further reinforced during the 2008–2009 financial crisis. Successfully guiding client portfolios through this period underscored the importance of proactive, defensive strategies to minimize deep drawdowns and protect wealth.
Throughout my career, I have held key investment and portfolio management roles at leading advisory firms. At Busey Trust Company/Busey Bank in Champaign, Illinois, I was an integral part of an investment team overseeing $6 billion in trust assets. My diverse experience across firms of different sizes and regions has allowed me to serve a broad range of clients nationwide, tailoring solutions to their unique needs.
I hold an M.S. in Financial Markets (summa cum laude, 2004) from the Illinois Institute of Technology and a B.S. in Electronics Engineering (BSEE) from India. These academic foundations, combined with decades of professional experience, enable me to approach investing with both analytical rigor and a long-term perspective.
At Vedanta Sentinel, our mission is to protect and grow client wealth through disciplined risk management, cost-effective solutions, and an unwavering commitment to our fiduciary responsibility.
Investment Philosophy
Markets: While markets are generally efficient, behavioral biases and herding behavior can create opportunities and risks.
Inspiration: Investing legends John Bogle and Harry Markowitz.
Favorite Market Quote: Price is a creature of the market’s mood. In booms, it is set by the greediest buyer; in busts, by the most fearful seller — Ben Graham
Favorite Investment Reads:
📖 Irrational Exuberance – Robert J. Shiller
📖 The Intelligent Investor – Benjamin Graham
📖 Reminiscences of a Stock Operator – Edwin Lefèvre
📖 CFA Institute Exams (Level 1, 2, 3) Curriculum – CFA Institute
📖 Technical Analysis of the Financial Markets – John Murphy
Personal:
Originally from India, I’ve called the U.S. home for over 30 years and currently live in Ann Arbor, Michigan, with my wife, Anjana, and my stepchildren, Janvi and Raghav.
Beyond work, I enjoy Michigan’s natural beauty, spiritual readings, and volunteering at the local Hindu temple and the Vedanta Society’s Ganges Ashram near Saugatuck, MI.
Favorite Book: No Boundary by Ken Wilber, a simple yet transformative read that brought me my Satori moment
Inspiration: Mahatma Gandhi, Abraham Lincoln, Martin Luther King Jr.
Quote I Live By: "Emptiness is Form. Form is Emptiness" — The Heart Sutra