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We are a SEBI registered Portfolio Manager (PMS Registration No. INP000008109).

We are a boutique investment management firm, set up with the objective of compounding capital over     long-time periods by owning exceptionally run businesses in India.

CORE PRINCIPLES

Patient & Disciplined Investing

Hallmark of successful wealth creation on a sustainable basis is minimizing the risk to capital while striving for superior inflation-adjusted returns over a long period

Simplistic Rational Approach

We are not enamoured by fancy themes, momentum or quantitative algorithms

‘Slowly, but Surely’

Our investment philosophy embodies our inspiration from nature that there is no better growth model than a “Tree”

Investor Centric

We aspire to evolve as an extended family office and be the partners in trust for our clients whose expectations are aligned with our long-term value-oriented mindset

OUR TEAM

SAHIL DOSHI, CFA®

Partner &

Principal Officer​

Over a decade of investment experience with past associations with renowned firms like ITI Mutual Fund, Aditya Birla Sun Life Asset Management, Antique Securities & Corporate Database​

MSc Investment Management from University of Reading, UK CFA Charter holder and has also completed  CFP certification

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MANISH GOYAL

Mentor &

Strategy Consultant​

 Market veteran with 30+ years of investment experience

 

Previously worked with ENAM Holdings, Envision Capital, ICICI Securities and Way2Wealth Securities

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DRASHTI SHAH

Vice President

- Investments​

7+ years of investment experience having previously worked with ITI Mutual Fund & Investec Capital Services 

Chartered Accountant and has cleared CFA Level II examination

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KRUPANSHU SHAH

Investment

Analyst​

 

2 years of investment experience having previously worked with JP Morgan & Chase 

BSc Finance from NMIMS and CFA Level III candidate

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NITESH MORE

Compliance

Officer

5+ years of capital markets experience. Past associations with Carnelian Asset Advisors, Valcreate Investment Managers LLP & Aspire Housing Finance 

 

MMS (Finance) & BSc in Biotechnology.

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