We had the pleasure of speaking with renowned Mumbai-based investor Vinay Rao, Chief Investment Officer of Tata AIG General Insurance, about his investment philosophy and path in investing.

MOI Global contributor Rohith Potti hosted Vinay for this exclusive conversation. To our knowledge, this is Vinay’s first published interview ever.

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Vinay Rao serves as Chief Investment Officer of Tata AIG General Insurance, managing an investment portfolio of around Rs 20000 crs as of June 2022, with a six-year average mix of 88:12 fixed income to equities. The portfolio size has grown by 30+% annually over the five-year period from July 2016 through June 2022 while achieving total returns of 9.8% annually over the same period. The fixed-income book reported a total return of 8.4% annually. This was achieved with zero credit loss, zero provisions and two downgrades in a period that was characterised by large credit events in the market. The equity book delivered total returns of 12.5% annually over the stated period.

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