A Chartered Accountant and Wealth Manager (ICAI) by qualification CA Rakesh Doshi began his journey by setting up his chartered accountant firm in 1996 by the name of Rakesh Doshi & Associates. Along with running his firm, he ran the equity investment and wealth management division at his family firm (since 1996).
He has an umbrella of specialties with several skills under his vast forte. Some of these include debt syndication, liaison for public offerings, the listing of financial instruments, private placements, corporate debt restructuring, management consultancy services, statutory and internal audits as per Indian law, investigation audit, and preparation of tax return for residents and NRIs. He has also been successfully providing several other corporate advisory services in the same field.
Along with his long-running professional career, his hunger for knowledge is behind his accomplishment of several certifications like Behavioural Finance & Value Investing with Sanjay Bakshi (July 2017), Value Investing Blueprint with Vishal Khandelwal (August-October 2017), and The Art of Investing with Neeraj Marathe (July 2018) from the Flame University. And to top it all up, he is also currently pursuing the Chartered Financial Analyst (CFA) course. Recently, he received a certification as a Wealth Manager from ICAI. To play his part in giving back to society, he is on the board of trustees in ‘JYOT’, an educational religious charitable trust.
A qualified chartered accountant, she has been practicing at Rakesh Doshi & Associates since the year 2000. She has a vast experience of 19 years in the field of finance, accounts, taxation, and statutory and tax audit.
Owing to her immense experience she has been proficiently rendering specialized services in financial planning, corporate advisory, and compliances under various corporate laws, legal due diligence, and appearance and representation before authorities like SEBI and the Income Tax Department.
She has also completed the AMFI-Mutual Fund (Advisors) module of the NCFM held by the NSE. Recently, she has received her certification as an Anti-Money Laundering Expert from the ICAI.
Ajit Roongta, an investment advisor, oversees equity research and PMS at KRIIS. He has a rich experience of 32 years in the Indian Capital Market (Equity and Derivatives). He held the positions of the fund manager at IDBI capital and MD and CEO at Venus Advisory Services Pvt. Ltd. He worked in the role of an arbitrator with the Bombay Stock Exchange, advisor to Bank of Maharashtra and Stock Holding Corporation of India Ltd.
Ajit is a Fellow Chartered Accountant (ICAI), Cost Accountant (ICWAI), and Investment Advisor (SEBI). Apart from garnering experience and mastering several areas of work, Ajit has developed his own logic in trading Indian Equities.
Bhavya is a finance enthusiast, with diverse experience. He is currently pursuing his Bachelor of Science – Economics & Finance from Bentley University, Massachusets, United States of America. At Bentley, he acts in the role of a Senior Analyst at the Bentley Investment Group where he has developed various models that provide competitive analysis of consumer sector companies. Before this, he interned at a portfolio management services firm by the name of Banyan Tree Advisors as a Junior Analyst. He prepared business models, developed spreadsheets, and assisted in the valuation of multiple companies along with analyzing market trends in several industries. To extend his management experience in sales, he also interned as a sales associate at Manba Finance, an NBFC. He handled multiple walk-ins, prepared sales contracts, and was responsible for customer relationships.
Bhavya is always keen to upgrade his skills and has a brilliant mix of technology clubbed with finance, which is the need of the hour, in his portfolio of qualifications. He has completed several certificate courses in Data Analytics, Linear Algebra, Python, and a Financial modelling course. He is well equipped with database software like Bloomberg, Ace-Equity, and Factset. Recently, he also completed a course in Behavioural Finance with Sanjay Bakshi from Flame University, Pune.