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Empowering Growth. Investing with Purpose.
Managed by Evergreen Capital
Private equity, private credit and real-estate funds that don't employ leverage except for operating needs. The largest AIF category.
Evergreen Investment Trust (IN/AIF2/25-26/1847) is a SEBI-registered Category II Alternative Investment Fund registered in July 2025, managed by Evergreen Capital Management Private Limited (operating as 'Evergreen Capital Management'). The fund's inaugural scheme is the Evergreen Optima Diversified Fund – I, focused on mid-market equity investments in growing Indian enterprises. The manager is headquartered at Rajkot (Gujarat), with investor relationship offices in Mumbai (WeWork, Worli), Ahmedabad (Prahladnagar), GIFT City (Gandhinagar), and Ludhiana. Trustee: Axis Services Ltd; Custodian: Axis Bank Ltd; Legal: J. Sagar Associates; Auditor: Kamdar Desai & Patel LLP; Fund Accounting: KFin Technologies Ltd.
Ankit Mehta
FMFund Manager
Ankit Mehta holds an MBA in Finance and M.Com. He was a Credit Analyst at Union Bank of India (Large Corporate Credit, INR 2,000 Cr+ portfolio). He has 10+ years of experience in structured debt, private equity, and capital mobilisation for mid-market companies.
CA. Ashish Shah
Partner; SEBI Contact Person
CA Ashish Shah is a Fellow Chartered Accountant (FCA) and Partner at Evergreen Capital Management. He is also the Managing Partner of M/s. Jinesh Finance Solution (Rajkot, Ahmedabad, Mumbai), providing financial consultation, capital structuring, and corporate acquisition services for 25+ years. He specialises in identifying high-growth investment opportunities across sectors.
Daxesh Kothari
Partner
Daxesh Kothari holds Commerce and Law degrees and is Managing Director & CEO of Ashutosh Financial Services Pvt. Ltd., an ISO 9001:2015 certified wealth management firm with AUM exceeding INR 1,000 crore. He specialises in Income Tax, FEMA, Trust Law, estate planning, and foreign tax compliance.
Saurabh Mittal
Partner
Saurabh Mittal holds an MBA in Finance and is a Partner with Goldroof Advisors, specialising in private equity fund mobilisation, corporate debt, solar, and insurance. He has 18+ years of experience in mid-market SME transactions across auto components, agri-equipment, textiles, steel, cold storage, telecom, and education. Former Credit Analyst at CRISIL and HDFC Bank (INR 3,000 Cr+ portfolio).
CA. Hardik Kalaria
Senior Advisor
CA Hardik Kalaria is an FCA and CFA Level III candidate, partner at HB Kalaria & Associates (all-India rank in CA exams). He has 10+ years of experience in corporate audits, statutory examinations, and M&A due diligence.
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CA. Rajit Kothari
Partner
CA Rajit Kothari is a CA, Law graduate, and CFP, serving as Executive Director of Ashutosh Financial Services Pvt. Ltd. He has experience at Deloitte Haskins & Sells (International Taxation, Mumbai) and manages NRI client relationships spanning 26 countries.
Vanisha Goyal
Advisor
Vanisha Goyal has an MBA from Darden School of Business (University of Virginia), B.Tech from IIT Bombay, and is a CFA Level II candidate. She completed M&A transactions at Bank of America (New York) across 6 sectors and invested in 8 startups at Inflection Point Ventures.
View the investment manager profile with all PMS strategies and AIFs under Evergreen Capital.