Core Management Team

The founding team shaping InvestValue Capital's vision and growth.

Chintan Kotak

Chintan Kotak

Co-Founder


A business and sales enthusiast with 20+ years of expertise in wealth management and capital markets. Known for building high performing teams, scaling businesses, and pioneering innovative strategies.

Manish Sahijwani

Manish Sahijwani

Co-Founder


A versatile leader with 20+ years of expertise in wealth management and financial planning for UHNWIs, institutions, and family offices. His leadership has been pivotal in steering teams and ensuring profitability.

Manoj Sharma

Manoj Sharma

Co-Founder


A finance industry veteran with 19 years of expertise in private equity, capital markets, mutual funds, and portfolio management. Passionate about product and sales, he brings deep wealth management proficiency.

Tushar Bopche

Tushar Bopche

Co-Founder


A veteran finance expert with 19 years of leadership experience as a Product Head in leading financial firms. Committed to bridging the gap between financial product offering through platform enabling sustainable success.

Ritesh Jaiswal

Ritesh Jaiswal

Product Management


More than 10 years of experience in managing products in wealth management, banks & stock broking, responsible for defining the vision, strategy, and roadmap for wealth products.

Investment Leadership

The investment team driving strategy, research, and portfolio decisions.

Aditya Agarwala

Aditya Agarwala

Chief Investment Officer (CIO)


Leads the overall investment strategy and portfolio construction at InvestValue Capital. Responsible for setting the investment philosophy, defining the research framework, and overseeing all investment decisions.

Siddharth Purohit

Siddharth Purohit

Portfolio Manager — Equity


Manages the equity portfolio for InvestValue India Winners strategy. Responsible for fundamental research, stock selection, position sizing, and execution across the multi-cap equity portfolio.

Sunny Trisal

Sunny Trisal

Portfolio Manager — Debt


Manages fixed-income portfolio allocation and debt-related investment decisions. Responsible for credit analysis, duration management, and ensuring appropriate risk-return balance in debt portfolios.

Management & Platform Team

The operational team ensuring compliance, technology, and client service excellence.

Compliance & Risk

Dedicated compliance function ensuring adherence to SEBI regulations, risk management frameworks, and investor protection standards.

Operations & Technology

Technology-led operations infrastructure for portfolio execution, reporting, and client service delivery powered by InvestValue Fintech.

Client Relations

Dedicated client servicing team for onboarding, communication, reporting, and grievance resolution.