Experienced investment professionals committed to research-led, disciplined portfolio management.
The founding team shaping InvestValue Capital's vision and growth.
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.
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.
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.
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.
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.
The investment team driving strategy, research, and portfolio decisions.
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.
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.
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.
The operational team ensuring compliance, technology, and client service excellence.
Dedicated compliance function ensuring adherence to SEBI regulations, risk management frameworks, and investor protection standards.
Technology-led operations infrastructure for portfolio execution, reporting, and client service delivery powered by InvestValue Fintech.
Dedicated client servicing team for onboarding, communication, reporting, and grievance resolution.