About the Promoter
Rusmik Oza, the founder of 9rays Equiresearch, is a seasoned finance professional with an impressive 28 years of dedicated experience within the Indian equity markets. His career has been consistently focused on direct equities, allowing him to cultivate a profound understanding of market dynamics, investment strategies, and wealth creation.
Rusmik’s journey is distinguished by significant expertise spanning both buy-side equity research and bespoke wealth management for discerning clientele, making him a uniquely positioned leader in the financial services landscape.
A Legacy in Equity Research: 14 Years of Insight and Leadership
Rusmik embarked on his professional journey in 1996 as an equity research analyst. Over 14 years dedicated to equity research, he not only honed his analytical skills but also rose to prominent leadership positions, having headed three distinct equity research outfits during his career.
His research acumen is particularly strong in the Auto, Auto Ancillaries, Telecom, and Pharmaceutical sectors. However, his experience as Head of Research in multiple organizations has endowed him with a comprehensive and nuanced understanding of most sectors and the broader market intricacies. This depth of knowledge forms the analytical backbone of 9rays Equiresearch.
Mastering Wealth Management & Private Banking: 11 Years of Elite Client Service
Complementing his research prowess, Rusmik has dedicated 11 years to the specialized fields of Wealth Management and Private Banking. This includes 3 years specifically focused on servicing some of the most sophisticated High Net Worth Individual (HNI) clients in India.
His tenure in wealth management began as a Portfolio Manager at Karvy PCG. His most recent significant role in this domain was with the prestigious Kotak Wealth Management, where he spent 6 years heading the equities division within the product team. His journey also includes valuable experience in the private banking spaces of renowned foreign banks such as BNP Paribas and Societe Generale.
Across these roles, Rusmik has garnered extensive experience in managing both discretionary and non-discretionary portfolios for Ultra HNIs and Family Offices, tailoring strategies to meet their unique financial objectives.
Career Milestones & Foundations
Rusmik’s consistent career progression underscores his commitment and expertise. He transitioned internally from Kotak Mahindra Bank to Kotak Securities in September 2015, further deepening his engagement with the equities domain. He concluded his distinguished service at Kotak Securities on February 9th, 2023, subsequently channeling his wealth of experience and entrepreneurial vision into establishing 9rays Equiresearch.
Even during his college days, Rusmik gained foundational financial insights by working with a Chartered Accountant firm for over three years, an experience that instilled a strong sense of financial discipline and analytical rigor early in his career.
Educational Background
Rusmik holds a Master of Management Studies (M.M.S.) and a Bachelor of Commerce (B.Com) from Mumbai University, providing a strong academic foundation for his extensive practical experience.
Rusmik Oza’s comprehensive experience, from deep-diving into company fundamentals to crafting sophisticated wealth solutions for elite clients, positions 9rays Equiresearch to deliver exceptional value and insight in the world of equity research.