Mehul Bhatt
(Founder & Chief Investment Officer)
Mehul Bhatt has over 20 years of experience of which the over 15 have been spent as a Portfolio Manager in the investment management business with leading asset management companies. He brings a successful record of bottom-up investing along with deep relationships in the Indian ecosystem. Mehul’s last assignment was with HSBC Global Asset Management. He joined HSBC Asset Management India as the Head of Equities, Portfolio Management Services in 2009 and managed the investment till 2014. From 2014 till 2017, Mehul was the dedicated advisor to the India offshore funds totalling around $ 2 billion run out of Hong Kong. He worked with Credit Suisse and at ASK Raymond James Investment Managers for five years till 2008.
Mehul Bhatt has built a strong reputation of stock picking with a solid track record in the Indian equity markets. He has a value bias, a bottom up and rigorous approach having met with over 150 companies each year for the last >15 years. He also possesses a strong network with managements, bankers, lawyers and other participants to do an on the ground 'scuttlebutt'
Through the years at HSBC GAM, Credit Suisse and ASK Raymond James, Mehul created a rigorous, fundamentals driven analytical process for stock selection, portfolio construction and risk management. He was also instrumental in raising funds from strategic domestic and offshore investors. Mehul graduated with a MBA from Indian School of Business and has a bachelor’s degree in engineering.
Tejas Doshi
(Director)
Tejas Doshi is a certified graduate from the Institute of Cost and Management Accountants of India. Since 1994, he has pursued his passion in the equity markets starting at an investment house where he was part of a team that managed proprietary money for the wealthy owners. He then moved to Sushil Finance a boutique broking and investment firm specialising in mid-cap companies in India where he worked for almost 15 years in different roles across sectors. Tejas’ and his team’s work was recognised by being awarded the Best local brokerage house by Asiamoney for small and mid-cap research several times through 2000-2010. It is here that Tejas also developed and honed his people skills and led a research team of ~ 10 analysts. He spent a considerable amount of time in understanding the critical success factors for many of the mid and small companies during this tenure. He then joined Barclays Wealth briefly before beginning to manage his family portfolio across asset classes using an ‘ethical investing’ format from April 2012. Tejas brings with him a wealth of knowledge and experience in the Indian mid and small cap space.
Tejas Doshi
(Director)
Tejas Doshi is a certified graduate from the Institute of Cost and Management Accountants of India. Since 1994, he has pursued his passion in the equity markets starting at an investment house where he was part of a team that managed proprietary money for the wealthy owners. He then moved to Sushil Finance a boutique broking and investment firm specialising in mid-cap companies in India where he worked for almost 15 years in different roles across sectors. Tejas’ and his team’s work was recognised by being awarded the Best local brokerage house by Asiamoney for small and mid-cap research several times through 2000-2010. It is here that Tejas also developed and honed his people skills and led a research team of ~ 10 analysts. He spent a considerable amount of time in understanding the critical success factors for many of the mid and small companies during this tenure. He then joined Barclays Wealth briefly before beginning to manage his family portfolio across asset classes using an ‘ethical investing’ format from April 2012. Tejas brings with him a wealth of knowledge and experience in the Indian mid and small cap space.