ICICI Securities: India’s Leading Equity Brokerage Firm at Material Discount

Sidd Thomas and Kimi Venkataraman of India Intrinsic Value Consultants presented their investment thesis on ICICI Securities (India: ISEC) at Asian Investing Summit 2023.

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About the instructor:

Siddharth (Sidd) Thomas serves as a Partner of India Intrinsic Value Consultants. He founded Beaconsfield Investment Management in 2010. Prior to that he worked as an analyst covering Asian equities at Fairfax Financial Holdings and as an associate analyst at Credit Suisse equity research. Born and raised in Chennai, India, Siddharth completed his bachelor’s of science degree from Purdue University. He is also a level 3 candidate in the CFA program.

Krishnaraj (Kimi) Venkataraman serves as a Director of Intrinsic Value Consultants, Singapore. He previously created and managed multiple partnerships in India. Kimi’s previous work experience includes Tata Steel and P&G India, as well as several business startups in India, including Marketics which was successfully sold to WNS. Kimi has been an investor for close to 30 years and, after reading Warren Buffett, has been investing in undervalued stocks. Kimi lives in Singapore, India, with his family.

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