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.

Shishir Karnik

Chief Operating Officer

Shishir oversees the operations and regulatory compliance. He is a qualified CA and has over 22 years of senior work experience with CGS-CIMB Securities (India), Ambit Capital, ASK Securities India & Parag Parikh Financial Services.

Nand Kishore Agarwala

Senior Associate - Research Analyst

He is passionate and dedicated about learning and research. He scouts, analyses, compiles and updates all the company information in our investment universe. He also ensures the desired portfolio allocation across the clientele. He qualified as a CA, CFA (US) & FRM.

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

President – Compliance

Jerry manages the regulatory compliance requirements. 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 graduate from Calicut University, India.