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Trading Portfolio is a small, privately held company which prides itself on its discretionaly portfolio management abilities. We also engage in investment consultancy for Private Banking / HNW clients and specialise in creating tailor-made hedging products for corporate clients also.



Ricky's primary area of expertise is investment management. A Gold Medallist & Roll of Honour signatory at the school level, Ricky completed his MBA in International Finance in 1991 from XLRI, and he has worked in the banking industry in India, London, Singapore & Dubai since then. His assignments in Dubai since 1997 have been with Standard Chartered Bank, Dubai Investment Group and Emirates NBD – the region's largest Bank. As Treasury Chief Dealer of Standard Chartered Bank in Dubai, Ricky was formally recognised as one of the Top 10 employees of the Bank across the Middle East & South Asia region. At Dubai Investment Group, Ricky spearheaded the internal tactical asset allocation effort, and in his role as Deputy Treasurer of NBD, his primary responsibilities included asset & liability management of the Bank's balance sheet, multi-asset class proprietary trading & institutional sales.

At NBD, he also actively managed a $4bn fixed income book as well as created a multi-billion proprietary structured products book from scratch.Ricky has undergone advanced and extended training programmes at the Wharton Business School, RBS & at the Financial Times Portfolio Management Academy. In 2006, he successfully achieved a certification of a 'Licensed International Financial Analyst [LIFA]' from the International Research Association. He is also a Member of the Society of Technical Analysts of UK and the Professional Risk Managers' International Association [PRMIA]. He has also qualified as a 'Trading Manager' from the Dubai International Financial Centre.


Monis is currently pursuing a PhD in Computational Mathematics from Stanford University, and has a joint Masters degree in Computational Math, Electrical Engineering & Financial Mathematics. His PhD minor is in Economics. Core areas of research focus have been mechanism design, auction theory, financial modelling, market design, predictive markets and pricing mechanisms. He has also done research in financial text analytics for predicting stock movements. Monis has also worked on optimization, statistical and stochastic modelling, time series analysis, cancer research, assessment of accuracy of treatment of lung tumors using Cyberknife Synchrony Models, velocity vector displays for aircrafts & fault detection algorithms for automobiles.


Sid has a dual educational background of being a CA as well as an LLB. He has not only been an independent consultant to many HNW clients on taxation and accounting issues over the past decade, but from a corporate perspective, he was instrumental in setting up Anand Rathi Securities in Dubai in early 2007. Prior to that, Sid was Chief Manager Compliance for ICICI for Mumbai, and was leading a team of 28 resources at the Bank. Sid has also actively interfaced with the HNW clientele of ICICI Bank and brings to the team inputs which are planned, methodical and above all, regulatorily compliant.

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