our team

  1. our team
Our Team
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Mr. Arun Malhotra


Portfolio Manager & Partner

Mr. Arun has more than 25 years of experience in the Indian Capital markets. Stocks and Investing were always a passion for him since his childhood days. He gained trading and research experience with BLB Ltd in early 1990’s and moved to DBS Capital Trust Securities (part of DBS Bank, Singapore) in the year 1997 to set up their Indian equity broking operations from scratch. He was responsible for their business strategy, Compliance and Operations. He had a short stint with Manning & Napier, Rochester, New York in Year 2003 and came back to India in 2005 to join a U.S hedge fund in Mumbai. This fund was promoted by Randal Smith, a pioneer in distressed investing. He managed this fund along with a colleague till 2013. The peak corpus size was $300 Mn and was invested across the capital structure of the firms. Majority of the money was invested in public equities along with the busted FCCBs. The performance was well above the benchmark indices throughout the various cycles. Post 2013 when the fund was closed, Arun was involved in primarily two things- as a consultant to a European Investment Bank for their Investment banking business in India and managing/investing his own money in listed equities. The performance of the proprietary portfolio has far exceeded the benchmarks with complete focus on quality stocks and special situation investment approach.

Arun Malhotra completed his executive MBA from FMS Delhi during 1997-2000 and his full-time two-year M.B.A (2001-03) from one of the top business schools in Finance - Simon Business School, University of Rochester, New York.

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Mr. Rajesh Shah


Partner

Mr. Rajesh had joined M/s Pankaj Karani, Stock Broker (SEBI Regn No. INB010560312) as Vice President from March 1994 to October 1999 where he was responsible for dealing/equity trading, client relationship management, internal process and adherence to the best practices for a stock broking firm. He was responsible for stock trading, maintaining existing broking client relationships, acquiring new retail clients and ensuring various Compliances to the regulatory authorities including daily reporting requirements to the Bombay Stock Exchange. In 2004 he moved on to be a director at Shah & Shah Finsol PVT LTD where he handled client relations and procured HNI clients investments helping them grow to an AUM of 300 Crores. With his reputation amongst HNI clients he will be a key element to help the company grow.

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Mr. Prasheel Shah


Equity Research Analyst

Prasheel is a graduate from University of Toronto majoring in Economics & Finance, has immense passion for research in equity market. His high precision and dedication towards each project will help us meet our deadlines and produce quality research on companies.

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MR. KETAN KUMAR SHAH


SR.EQUITY RESEARCH ANALYST

Ketan has more than 12 years of work experience in equity research of which Ketan has spent more than 10 years with Comgest India Advisors Pvt Ltd, sole advisor to Comgest AMC. Ketan has played a key role in supporting Comgest Growth India Fund having $180 mn AUM. Ketan has developed a very disciplined and long term mindset while working with Comgest. He has completed his Post Graduate Diploma in Business Management in 2007 and is very passionate about investing. He loves reading in his spare time and spending time with NGOs on the weekends.

If you aren’t thinking about owning the stock for 10 years, don’t even think of owning it for 10 minutes.

- Warren Buffet