Paresh G Sangani
Chairman, Managing Director and
Chief Investment Officer
Paresh manages the firm and is responsible for all the investment decisions. He joined the family business at an early age of 15 years and subsequently, pursued his passion in investing from 2004. The investment approach is derived from his practical business experience In India and learnings from world’s most respected investors, Warren Buffett and Charlie Munger. He is a Post Graduate in Management from Symbiosis University, India and has had an executive education from Columbia Business School, USA.
Shivani K Shah
Executive Director
Shivani is a Co-Founder and Whole-time Director. She oversees the internal administration. She is a Post Graduate in Advertising and Public Relations from KC College of Management Studies, India.
Anu Kaimal
Vice President – Compliance & Risk
Anu oversees the regulatory compliance and Internal Audit. She has over 14 years of experience in handling Compliance and was earlier associated with JRG Securities and Muthoot Securities. She is a Post- Graduate from Mahatma Gandhi University, India.
Navin Goyal
Senior Analyst
Navin is passionate and dedicated about learning and research. He is responsible for scouting long-term investment opportunities in the listed space. He qualified as a CA, CFA (US), FRM (US) and Bachelor of Commerce from St. Xavier’s College, Kolkata.
Abdul Riaz
President – Client Relations
Riaz leads client relations and manages key clientele. He has 14 years of similar experience with earlier stint in Axis Bank. He is a post graduate from M S Ramaiah Institute of Management, Bangalore and has a dual specialization in marketing and banking.
Jerry George
Vice President – Operations
Jerry oversees and manages the entire operations. He is a qualified CFA (US) and MFA (ICFAI India). He has 14 years of work experience in related areas and was earlier associated with Cochin Stock Brokers Ltd and Moat Financial Services Ltd.
Latha Menon
President – Client Services
Latha heads the client services delivery, i.e., documentation, onboarding, query resolution etc, in an accurate and timely manner. She has over 10 years of experience in management, administration and operations. She is a Post-Graduate from Calicut University, India.