Our Team

CA BHAVESH VORA

Mentor

Bhavesh has been personally invested in the equity markets for over 20+ years and has gathered thorough understanding of the processescontrols and regulations governing the financial markets. He is an advocate of following a meticulous investment process which has helped him multiply his investments and turn his income to wealth!

  • His area of practice entails advising clients on key issues pertaining to MFs, PMS, AIF, PE/VC Fund Structuring, Listing Regulations, IPO, Investment Advisers, Structured Products, etc

  • President of “IEWA”, SEBI recognized association; ‘External Expert’ in MSE‘Trustee’ of BSE – IPF (Investor Protection Fund); member of various committees of ICAI & BCAS

  • He is a practicing Chartered Accountant, with more than 30+ years of experience

NIMIT VORA, CFA

Managing Partner

Nimit embarked on his own wealth creation journey almost 5 years back via the SIP route and has since followed a disciplined and consistent goal-based investment framework. His unbiased investment approach coupled with process driven decision making have helped him generate a healthy double digit CAGR on his investments and aims to guide his clients achieve the same!

  • He has assisted and lead private equity investments in Wealth Management, Fintech and retail sectors and consulted large corporates in fundraising (IPO, QIP, etc)

  • In his previous roles, he worked on PE/VC deals with Relativity Investment management, and earlier with Axis capital in their front-end Investment Banking team

  • He is a CFA Charterholder from CFA Institute, USA and holds an MBA from IMT Ghaziabad