LONG TERM FOCUSED VALUE

Sumit is a Chartered Accountant (rank holder in all three stages), a Licentiate Company Secretary (Western India topper), and holds a PGDBM from IIM Bangalore with a major in Finance and Strategy. Prior to founding the firm, he served as Executive Assistant to the Chairman of Enam Securities, gaining deep exposure to business and equity analysis. He has over 17 years of experience across leading institutions including Hindustan Unilever Ltd., JP Morgan, PwC, and Enam Securities, with more than 12 years of professional money management experience.

Surbhi is a Chartered Accountant and holds a Bachelor of Commerce (Hons.) from Jaipur University. She has worked with reputed CA firms in Mumbai including N M Raiji & Co. and SSPA & Co., specializing in research, financial modelling, and valuation. She is responsible for ideation, research, financial modelling, and ongoing valuation model maintenance. She has 14 years of professional experience.

Punit is a Chartered Accountant and has cleared all levels of the CFA (USA). He has experience in equity research with a reputed brokerage firm, where he prepared research reports, tracked primary markets, and authored research articles published in The Economic Times, LiveMint, Moneycontrol, and Financial Express.

Arpit is a Chartered Accountant and holds a Bachelor of Commerce from DAVV University, Indore. He has experience in FP&A and previously worked as a Client Financial Manager at Accenture, overseeing accounting, forecasting, budgeting, and financial analysis. He also manages legal, compliance, and accounting functions.

Sachin holds an MBA from DAVV Indore and has 29 years of experience in finance and accounts. He manages finance operations and coordinates with custodians, fund accountants, and brokerage partners.

Mukta holds a BA from Sagar University and has 20 years of experience in operations and compliance. She oversees client onboarding, regulatory compliance, and banking operations.

Sanjana holds a BA from Rewa University and has 15 years of experience in office administration and customer relationship management.