Our

Management

A perfect blend of experience, knowledge and talent

Bhavik Dholakia

Founder

Bhavik Dholakia is a Chartered accountant by profession and is specialized in Investment Banking from IIM-Indore. His experience includes his stint as a research analyst at a boutique investment bank and has also helped family offices manage their family wealth.

Gaurang Shah

Mentor

Gaurang Shah has rich experience of over 25 years in the Investment Services Industry; including banking & mutual funds across Western & Northern India. Science graduate from Pune University, followed by EDP – Finance from Nirma University, ASFP from ISB, CTEP from AAFM.

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We are looking passionate finance researchers to be a part of our team

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Get in touch for a in-depth review of your current portfolio. Or simply to understand your investment options