AUM ₹ 5,983.14 Cr

(As on Dec 2023)

No. of schemes 162

ITI Mutual Fund was established in 2018 to offer the best investment solutions to investors for wealth generation over the long-term. It boasts of thoughtful and investor-centric investment solutions backed by a highly experienced team of researchers and investment managers. With a team of one of the best equity and credit researchers, as well as investment managers, ITI AMC runs a unique investment philosophy and strategies that are well-positioned to generate returns in the long-run. Being the latest entrant allows the AMC to offer products that can help investors benefit from our evolving economy. The promoter of the AMC is the Investment Trust of India Ltd. The Mutual Fund has around 29 branches in India with more than 196 employees.

The AMC is a part of the ITI Group of Companies which is an emerging conglomerate offering various financial services like equity research (retail and institutional), equity broking (retail and institutional), investment banking, asset-based lending, alternative investment funds, etc. Currently, the AMC handles Rs. 2762.02 crores worth of assets.

Documents required to invest

The documents for KYC (Know Your Client) include proof of address and proof of identity. Here is a list of officially valid documents (OVD) admissible.

PROOF OF IDENTITY

• PAN Card (Mandatory)
• Voter ID Card
• Driving License
• Passpor
• Aadhaar Card
• Any other valid identity card issued by Central or State Government

PROOF OF ADDRESS

• Voter ID Card
• Driving License
• Passport
• Ration Card
• Aadhaar Card
• Bank account statement or bank passbook
• Utility bills like electricity or gas bills

Customer Care Details

For any query regarding any schemes offered by ITI Mutual Fund, please contact at the following address:

Top Fund Managers

1. Vikrant Mehta

Mr. Vikrant Mehta joined ITI Asset Management Ltd. in January 2021 and brings with him more than 25 years of extensive experience in Fixed Income Markets. His last assignment was at Indiabulls Asset Management Co. Limited where he was designated as the Head – Fixed Income and successfully managed various fixed income products. Prior to this role, he has spent more than a decade at PineBridge Investments where he was the Head of Fixed Income and subsequently was the Asia sovereign analyst for PineBridge. Apart from this, he has held executive positions in organisations like NVS Brokerage Private Ltd and JM Morgan Stanley Fixed Income Securities Pvt. Ltd. Vikrant holds a master’s degree in engineering from Kiev Polytechnical Institute, Ukraine and he is also a Chartered Financial Analyst (CFA) from ICFAI.

2. Mr Rohan Korde
He has done a Master’s in Management Studies (Finance) and Bachelor of Commerce. Before getting associated with ITI Mutual Fund, he worked with BOB Capital Markets as a Vice President.

3. Mr Dhimant Shah
He carries a B.Com degree and holds an ACA. He has over 25+ years of experience in the stock market. Before joining ITI Mutual Fund, he worked with Reliance Capital Asset Management Ltd., UTI Asset Management Company Ltd, HSBC Asset Management (India) Private Ltd., ASK Raymond James Securities Pvt. Limited.

4. Mr Vishal Jajoo
He has an MBA (Investments), is a Chartered Accountant, and holds a PGDM (Finance). Before associating with ITI Mutual Fund, he was a part of Tata Investment Corporation Ltd.