Pankaj Chopra
Investment Advisor
Pankaj has over 27 years of experience in the Indian equity markets, having worked with leading Indian institutions such as HDFC and Reliance, as well as U.S.-based firms.
He is the Founder and CEO of Five Rivers Portfolio Managers, a boutique investment management firm offering discretionary portfolio services to ultra-high-net-worth individuals and family offices, alongside advisory services to domestic and international institutions.
Previously, Mr. Chopra served as CEO of Reliance Wealth Management for five years, where he built the firm’s third-party distribution and focused equity portfolio businesses. In addition, Reliance Wealth Management acted as the Investment advisor to the WIOF – India Performance Fund, Luxembourg, the Reliance Shariah India Growth Fund, Malaysia and the RWM Managed Portfolios Fund, Mauritius.
Prior to this at HDFC Asset Management, as Head of Client Funds he established the private money management and advisory practice, advising major global institutions including Abu Dhabi Investment Authority, Nikko Asset Management, and Standard Life Investments.
He was also part of the founding team of HDFC Mutual Fund in 2000, managing its initial schemes as a Senior Fund Manager
He worked in the Treasury at Housing Development Finance Corporation from 1993-2000, securing international mandates such as the Commonwealth Equity Fund and Invesco India Growth Fund. In the early 1990s, he was seconded by Batterymarch Financial Management, Boston, to oversee their India investments.
Mr. Chopra is a CFA charterholder (ICFAI, Hyderabad) and has completed the CFA program from the CFA Institute, USA. He holds an MBA in Finance and a Graduate degree in Agricultural Sciences.
Previously, Mr. Chopra served as CEO of Reliance Wealth Management for five years, where he built the firm’s third-party distribution and focused equity portfolio businesses. In addition, Reliance Wealth Management acted as the Investment advisor to the WIOF – India Performance Fund, Luxembourg, the Reliance Shariah India Growth Fund, Malaysia and the RWM Managed Portfolios Fund, Mauritius.
Prior to this at HDFC Asset Management, as Head of Client Funds he established the private money management and advisory practice, advising major global institutions including Abu Dhabi Investment Authority, Nikko Asset Management, and Standard Life Investments.
He was also part of the founding team of HDFC Mutual Fund in 2000, managing its initial schemes as a Senior Fund Manager
He worked in the Treasury at Housing Development Finance Corporation from 1993-2000, securing international mandates such as the Commonwealth Equity Fund and Invesco India Growth Fund. In the early 1990s, he was seconded by Batterymarch Financial Management, Boston, to oversee their India investments.
Mr. Chopra is a CFA charterholder (ICFAI, Hyderabad) and has completed the CFA program from the CFA Institute, USA. He holds an MBA in Finance and a Graduate degree in Agricultural Sciences.
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