Our Team
Madhusudan Sarda
Equity Investment Strategist
Vedant Pathella
Principal Officer
Naysar Shah
CA & CFA
Advisory Board
Swapnilsagar Vithalani
CA & CFA
Priyesh Karia
CA & FRM
Pankaj Dhanesha
Madhusudan Sarda
Equity Investment Strategist
25+ years of investing experience in the public markets with focus on micro, small & midcap stocks. He co-founded Vallum Capital a boutique investment manager in 2010 and exited in 2022, during this period AUA grew from 0 to 1000 crore. Prior to Vallum he was a part of Mehta Equities Ltd as Director of Research & Institutional Equities. Madhu is a B.E.(Chem.Engg).
25+ years of investing experience in the public markets with focus on micro, small & midcap stocks. He co-founded Vallum Capital a boutique investment manager in 2010 and exited in 2022, during this period AUA grew from 0 to 1000 crore. Prior to Vallum he was a part of Mehta Equities Ltd as Director of Research & Institutional Equities. Madhu is a B.E.(Chem.Engg).
Vedant Pathella
Principal Officer
A learned professional working in areas of quantamental modeling, multi factor research, portfolio risk management & business development. He earlier handled research at Vallum Capital. He has completed his MSc in Finance (Gold Medalist) and BSc in Finance from NMIMS University.
A learned professional working in areas of quantamental modeling, multi factor research, portfolio risk management & business development. He earlier handled research at Vallum Capital. He has completed his MSc in Finance (Gold Medalist) and BSc in Finance from NMIMS University.
Swapnilsagar Vithalani
CA & CFA
A finance enthusiast has 15+ years of experience in the public and private equity markets. Financial & business advisory are his forte. Swapnil is a chartered accountant and a chartered financial analyst.
A finance enthusiast has 15+ years of experience in the public and private equity markets. Financial & business advisory are his forte. Swapnil is a chartered accountant and a chartered financial analyst.
Naysar Shah
CA & CFA
Mr. Naysar Shah brings over 22 years of extensive experience in Equity Research and Fund Management. During his career, he has closely tracked a large number of companies across diverse sectors and market capitalizations. He previously managed funds at Birla Sun Life for four years, overseeing an AUM of approximately ₹2,500 crore.
Mr. Naysar Shah brings over 22 years of extensive experience in Equity Research and Fund Management. During his career, he has closely tracked a large number of companies across diverse sectors and market capitalizations. He previously managed funds at Birla Sun Life for four years, overseeing an AUM of approximately ₹2,500 crore.
Priyesh Karia
CA & FRM
A new age finance expert with 12+ years of expertise in handling due diligence, valuation, corporate restructuring and forensic audit. He specializes in financial & business consultancy for varied enterprises. Priyesh is a chartered accountant (AIR 48) and also a Financial Risk Manager.
A new age finance expert with 12+ years of expertise in handling due diligence, valuation, corporate restructuring and forensic audit. He specializes in financial & business consultancy for varied enterprises. Priyesh is a chartered accountant (AIR 48) and also a Financial Risk Manager.
