Our Management & Leadership Team

CA Rakesh Doshi

Promoter, Managing Director & Fund Manager

CA Rakesh Doshi is a leading advisor in the financial service space. He spearheads various companies engaged in portfolio & wealth management, tax & corporate advisory, and non-banking financial services. He has also diversified into real estate development with his upcoming township development project “Nirvana City”.

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He is one of the highly revered investment minds, who have mastered the art of compounding wealth from stock through value investing. He started his career as a practicing Chartered Accountant, en route his professional journey, he became a qualified Wealth Manager and a prudent investor who fast-tracked his financial growth.

Principal Officer & Fund Manager, his passion to compound wealth through value investing has been the key motive behind the inception of KRIIS. Besides investment advice, he spearheads the firm’s overall management philosophy and process. With over 20 years of expertise in Indian equities, he brings to the profession discipline, vigor, passion, and an ability to identify winners. He has also established his reputation as a devoted philanthropist and proponent of higher education.

At KRIIS he plays a key role in modelling & monitoring performances of portfolios. He is a personalised 360° financial advisor to HNIs & UHNIs and corporates on their strategic and financial needs.

Academics:
• B. Com, Mulund College of Commerce
• Chartered Accountant, 1996, ICAI
• Wealth Manager, ICAI

Additional Courses:
• Behavioral Finance & Value Investing with Sanjay Bakshi (2017)
• Value Investing Blueprint with Vishal Khandelwal (2017)
• The Art of Investing with Neeraj Marathe, Flame University (2018)

CA Funali Doshi

Director – Advisory Capacity

A visionary leader, CA Funali Doshi has always designed pathways that transform vision into reality. Guided by values of competency, professionalism, responsibility, accountability, and honesty, she believes in providing value-added services to her clients in making the best financial decisions possible.

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An anti-money laundering specialist & practicing CA at Rakesh Doshi & Associates, she has been dedicatedly providing services since past two decades. Her areas of specializations are audit, tax, accounting and consultancy, litigation support, start-up, and corporate advisory services. Her vision is to transform the entire practice into a quality-driven industry.

As a director in an advisory capacity, she is on board of Alag Nirman Private Limited, Venus Portfolio & Finance Private Limited. She is also a Partner at BNC & Associates LLP (Practicing Chartered Accountants Firm). Her opinions are always sought on issues such as corporate governance, transparency, disclosure standard, and shareholders value creation.

With her finely honed leadership skills at KRIIS, she is instrumental to inspire people to do things they never thought they could by boosting employee morale. She has created a squad of value-driven enthusiastic team players. What excites her to contribute at KRIIS is the opportunity to empower others with financial literacy and growth.

Specialization: Finance, Taxation, Corporate Advisory Services

Responsibilities at KRIIS:
• Organizational Goal Setting
• Development of Governance Framework
• Over looking the Compliance of the Company

Academics:
• B.Com, R.A. Poddar College of Commerce & Economics
• CA The Institute of Chartered Accountant of India (ICAI)
• Anti-Money Laundering Specialists (ICAI)

Personality Attributes:
• Dynamic & Dependable
• Empathetic & Empowering
• Resourceful & Result-Oriented

Mr. Bhavya Doshi

Promoter & Managing Director

Bhavya Doshi brings in a shrewd financial wit with a solid market cognition built from his experience of living in a family full of wealth experts. He recieved his bachelors degree in Corporate Finance and Accounting from Bentley University, Boston in 2022

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At Bentley, he acted in the role of a Senior Analyst at the Bentley Investment Group where he had developed various models that provide competitive analysis of consumer sector companies. He has prepared business models, developed spreadsheets, and assisted in the valuation of multiple companies along with analyzing market trends in several industries.

Acting as a significant driving force in the analysis of contemporary market trends, he developed interest in the stock market at a young age and believes in the power of equity to multiply money in a growing economy like India. With his versatile knowledge and skill of adaptiveness, he has been assisting in the development of investment strategies at KRIIS. With his ambition to become a consummate executor of the money market, he resolves to expand the wealth of his patrons. With an ambition to provide value to the lives of people, he introduces them with the right investment solution to yield superior returns on their capital.

Specialisation: Business Valuations, Behavioral Finance, Research Analyst.

Academics:

Bachelor of Science in Corporate Finance and Accounting – Bentley University, Massachusetts, United States of America.
Chartered Financial Analysts.

Additional Certifications:

NSE Academics Certifications in Financial Markets (NCFM) in

Mutual Funds
Equity Derivatives
Investment Analysis & Portfolio Management Module

Flame University -Pune

Flame Investment Lab- Behavioural Finance and Value Investing:- Prof Sanjay Bakshi .

Corporate Finance Institute Certification in

Accounting Fundamentals
Behavioral Finance
Financial Analysis Fundamentals
Budgeting & Forecasting
Business Valuations
Mining Valuations
Mergers & Acquisitions Financial Modelling

Mr. Shridhar S Iyer

Chief Investment Officer (CIO)

Specialization: Projecting Financials, Portfolio Management, Equity Research

Shridhar’s innate love for numbers, fascination with economics, and the ability to multitask are at the core of his excellent investment portfolio management skills. His strong background in fundamental research and stock picking makes him an invaluable asset for KRIIS.

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He has the experience of handling niche and cyclical business, wealth creation studies, investment analysis of both large and mid-cap stocks across sectors, and setting up of research teams. He believes in building portfolios not by extreme diversification or buying at loss multiples but by building a reasonably diversified portfolio of high-quality businesses having a long-term competitive advantage in attractive and high-growth industries.

Some of the organizations that Shridhar worked with before bringing his rich expertise and diversified experience to KRIIS are B&K Securities India Pvt. Ltd. (Director of Equity-Institutional Sales), Motilal Oswal Securities Ltd. (Research Analyst). He is also an Associate Member of The Institute of Cost and Works Accountants of India (ICWA).

Role at KRIIS

Investment Ideation Strategies
Stock Selection & Decision-Making
Portfolio Optimization

Academics

M Com, Bombay University
Masters in Financial Management, Jamnalal Bajaj Institute of Management Studies

Personality Attributes

Resourceful
Empowering
Methodical

Personal Interests

Reading
Traveling
Farming and Gardening

Mr. Ajinkya Jadhav

Research Analyst

Ajinkya has a profound interest in equity markets and transitioned from a technical role in the manufacturing industry to wealth management. With a Master of Science in Economics and over three years of comprehensive experience, including institutional equity research, he possesses a broad investment perspective. Ajinkya is particularly drawn to the chemicals and agri-input sectors but maintains a sector-agnostic approach, with a special focus on small and micro-cap companies.

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He firmly believes in long-term investing, adhering to the principle of ‘Buy right, sit tight.’ Ajinkya has a keen eye for companies with clean management, prudent capital allocation, strong growth prospects, and distinctive product offerings that have the potential to become multibaggers.

Responsibilities at Kriis

Generating ideas, preparing investment models and theses, engaging in brainstorming sessions.
Conducting monthly follow-ups on portfolio companies with channel partners.
Monitoring news, industry reports, and market developments to stay abreast of changes that could impact investment theses.
Engaging with sell-side analysts for historical data and outlooks on companies and sectors.

Academics:

CFP level 1, NISM RA cleared, CFA level 1 candidate
M. Sc Economics from GIPE
B. Tech Chemicals (Polymers) from UDCT (ICT Mumbai)

Personality Attributes:

Conducting visits to company managements and plants to strengthen investment convictions
Attending investors meets, exhibitions and conferences to generate new ideas
Engaging extensively in networking and connecting with industry peers and professionals

Mr. Harsh Mulchandani

Wealth Specialist

Harsh is a Chartered Accountant (AIR 29) with work experience of over 6 years. Previously, Harsh was a management consultant at Boston Consulting Group (BCG) where he has consulted organisations across various sectors on business strategy, growth and transformation.

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Harsh’s passion for investing led him to make a shift from consulting to wealth management

Harsh has been following Indian stock markets for over a decade and investing in equities for the past 7 years. Harsh believes in buying great companies at reasonable prices and staying patient to reap the benefits of long term compounding.

CS Mansi Nagda

HOD – Legal & Compliance Officer

CS Mansi Nagda endeavors to achieve 3Ds viz. Dedication, Devotion, and Determination, always put the client’s interest first. With her rich experience of over 6 years in Corporate Laws, Securities Laws, Secretarial and legal matters she has achieved proficiency over Secretarial Compliance Audit, Legal Due Diligence, etc.

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At KRIIS, she is in charge of legal and compliance duties ensuring adherence to relevant department legislation & regulations.

Academics:

Bachelor of commerce
Company Secretary (ICSI)
NISM-Series V-A: Mutual Fund Distributors