Axia Opportunities Fund — Axia India | wisefolio

Axia Opportunities Fund

Long-term investing in high-quality businesses at a discount to intrinsic value

IN/AIF3/23-24/1299Cat III

Complex or leveraged strategies — long-short, hedge-fund-style and quant funds. Often open-ended, within SEBI leverage limits.

Overview

About

Axia is a boutique investment management firm providing investment management services to institutional and high-net-worth clients, using a structured valuation framework focused on economic profit and intrinsic value assessment.

Investment Philosophy

Axia follows a long-term investment approach focused on high-quality businesses with sustainable competitive advantages, investing at a discount to intrinsic value and holding for extended periods. The firm emphasizes deep research, economic profit growth over earnings, and ignoring short-term noise to build conviction and achieve superior returns.

Team— 4

Kamlesh Ratadia

Founder, CEO

Chartered Accountant with over two decades of investing experience, including global equity markets. Former founding partner at White Oak (2017–2020) and Director of Investment at Goldman Sachs Asset Management for over 5 years. Began career at ENAM with over a decade of experience. Known for consistent top-decile fund performance and expertise in stock picking, competitive analysis, and identifying high-quality businesses early.

Janhavi Jain

Associate

Equity research professional with experience at Axience, focusing on global companies in logistics. Covers FMCG, logistics, power, and textiles. Holds a bachelor's degree in finance from Narsee Monjee College and is pursuing CFA Level 2 and an MBA in Finance from DY Patil University, Pune.

Mohnish Dudhwala

Intern

Finance enthusiast with a strong foundation in financial markets. Currently covers the chemical sector. Pursuing undergraduate studies and CFA Level 1, and holds a Fin Expert title from Finnacle Institute.

Omkar Bandivdekar

Operations

Finance professional with over 5 years of experience in financial reporting, auditing, and compliance. Holds a Master’s degree in Commerce from the University of Mumbai. Previously worked at MarketsMojo with experience in accounting, taxation, and audit processes. Skilled in Tally, Excel, GST, and income tax regulations.

Registration

SEBI Registration

SEBI-registered

Reg. NumberIN/AIF3/23-24/1299

VintageJun 2023 · 3 yrs old

Valid ToPerpetual

Contact PersonKamlesh Ratadia

Address800,Sangita Ellipse, Sahakar Road, Vile Parle East, Mumbai, Maharashtra, 400057

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Disclaimer

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