Research-driven. Quality-focused. Long-term.
Managed by Insightful Investment Manager
Complex or leveraged strategies — long-short, hedge-fund-style and quant funds. Often open-ended, within SEBI leverage limits.
Insightful Investment Trust (IN/AIF3/24-25/1511) is a SEBI-registered Category III AIF managed by Insightful Investment Managers LLP. The fund scheme is 'Insightful Flexicap Fund.' Anil Shah co-founded the firm with Vijay Shah. Anil brings over 35 years of Indian capital markets experience. He started as an equity research analyst at DSP Merrill Lynch. From 1996 he spent about 16 years at ABN Amro Asia Equities in Institutional Sales, Head of Sales, and Head of Equities for India. He then joined Aditya Birla Sun Life AMC in 2012 as portfolio manager, where he served as Co-Head Equities and Senior Portfolio Manager, managing ABSL Flexicap Fund, Midcap Fund, Gen Next, and Manufacturing Fund, with a combined AUM of approximately INR 25,000 crore. The fund is registered at B808, 8th Floor, B Wing, Kohinoor Square, Dadar West, Mumbai – 400028. The AIF co-invests founders' personal funds as investors in the scheme, ensuring skin-in-the-game alignment.
Anil Shah
FMCo-Founder & Fund Manager; SEBI Contact Person
Anil Shah has 35+ years of Indian capital markets experience. He started as an equity research analyst at DSP Merrill Lynch. From 1996 he spent about 16 years at ABN Amro Asia Equities covering Institutional Sales, Head of Sales, and Head of Equities for India. He then moved to fund management at Aditya Birla Sun Life AMC in 2012, serving as Co-Head Equities and Senior Portfolio Manager, managing ABSL Flexicap Fund, Midcap Fund, Gen Next, and Manufacturing Fund with combined AUM of approximately INR 25,000 crore.
Vikram Krishnamoorthy
Founder & Financial Planner
Vikram has been a financial planning professional since 2006 and founded INSIGHTFUL in 2014. He holds an MBA in Finance, a Post Graduate qualification in Financial Planning from Canada and was a Certified Financial Planner (CFP) there for 8 years. His experience includes working with international banks and government institutions, with strong knowledge of Indian and international markets. He is passionate about personal financial management, financial literacy and unbiased advice focused solely on individual needs.
Vijay Shah
Co-Founder
Vijay Shah is a commerce graduate and Chartered Accountant with an MBA from NMIMS, Mumbai. From 2009 to 2024, he served as Executive Director, Head of Advisory and Sales, Wealth Management for Credit Suisse India, initially joining as an Investment Counsellor advising HNIs on diversified investment portfolios across asset classes, eventually ascending to Head of Advisory and Sales in senior management.
Nilesh Kagale
Operations & Compliance Head
Nilesh Kagale is Operations & Compliance Head with 12 years of experience in handling operations and compliance for PMS, AIF, and International Hedge funds. He has worked with ICICI Securities, IL&FS, Citi Bank, and LIC AMC.
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Mukul Deshpande
Analyst
Mukul Deshpande is an experienced Analyst with 5 years of expertise in equity research and financial services. He has conducted research in consumer durables and capital goods sectors at DAM Capital and Dolat Capital, with a background in B2B sales at Aditya Birla Sun Life AMC and an MBA in Finance.
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