PGIM India Mutual Fund
Surabhi Kakkad's work experience includes various roles in the financial sector. surabhi is currently working as a Client Services Manager at PGIM India Mutual Fund since September 2021. Prior to that, they worked as an Assistant Manager - Sales at HDFC AMC from December 2019 to September 2021. surabhi also held a position as an Assistant Operations Manager-Client Services at HDFC Mutual Fund from December 2017 to December 2019, where they were responsible for developing and implementing processes to improve operational efficiency and managing customer service operations. Before that, Surabhi worked as an Assistant Manager at Kotak Mutual Fund from September 2016 to December 2017. surabhi also has experience as a Marketing Executive at MEDIA 247 LLC from April 2014 to September 2016. Surabhi's work experience began as a student, pursuing an MBA in marketing/finance from 2012 to 2014 at IMS Dehradun. surabhi also completed a traineeship at Cosmic Structures Ltd for a brief period in 2013. Additionally, Surabhi gained practical experience as an articleship at A. Bhalla & Co. (Chartered Accountants) from December 2011 to May 2012.
Surabhi Kakkad completed their Master of Business Administration (MBA) degree in Marketing from IMS Dehradun, from 2012 to 2014. Prior to that, they pursued a Bachelor of Business Administration (BBA) degree in Finance, General from Kamala Raja Girls Post Graduate Autonomous College, Gwalior, starting in 2009 and finishing in 2012. surabhi completed their primary and secondary education at Carmel Convent Senior Secondary School in Gwalior, graduating with a 12th-grade certificate in commerce in 2009.
In addition to their formal education, Surabhi Kakkad has also obtained several certifications. surabhi completed the CFA Investment Foundations certification from the CFA Institute in July 2021. In July 2018, they obtained the NISM XB certification from the National Institute of Securities Markets (NISM), followed by NISM VC in June 2018, NISM XA in May 2018, and NISM VA in November 2014.
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PGIM India Mutual Fund
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PGIM India Mutual Fund is a wholly owned business of PGIM, the global investment management business of the US based Prudential Financial, Inc. (PFI). PGIM India Asset Management is the full service investment manager of PGIM India Mutual Fund, offering a broad range of equity and fixed income solutions to retail and institutional investors throughout the country. We manage 22 open-ended funds operated by 17 investment professionals. In addition to managing our investors assets through domestic Mutual Funds, we also offer Offshore Funds and Portfolio Management Services. The fund house leverages the strength and stability of PGIM’s 140-year legacy to build on its decade long history in India. Headquartered in Mumbai, PGIM India Mutual Fund has a presence in 26 cities across the country. PGIM India Mutual Fund brings a rich blend of global resources, intellectual acumen and local investment expertise and is committed to designing superior and meaningful, wealth-building solutions for our investors. PGIM India provides unique training and educational programs for building exceptional capabilities and best business practices for its business associates.