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..
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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​
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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​
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MSc Investment Management from University of Reading, UK CFA Charter holder and has also completed CFP certification
MANISH GOYAL
Mentor &
Strategy Consultant​
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Market veteran with 30+ years of investment experience
Previously worked with ENAM Holdings, Envision Capital, ICICI Securities and Way2Wealth Securities
DRASHTI SHAH
Vice President
- Investments​
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8+ years of investment experience having previously worked with ITI Mutual Fund & Investec Capital Services
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Chartered Accountant and has cleared CFA Level II examination
KRUPANSHU SHAH
Investment
Analyst​
3 years of investment experience having previously worked with JP Morgan & Chase
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BSc Finance from NMIMS and CFA Level III candidate
NITESH MORE
Compliance
Officer
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6+ years of capital markets experience. Past associations with Carnelian Asset Advisors, Valcreate Investment Managers LLP & Aspire Housing Finance
MMS (Finance) & BSc in Biotechnology.