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”.
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.
• B. Com, Mulund College of Commerce
• Chartered Accountant, 1996, ICAI
• Wealth Manager, ICAI
• 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)
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.
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
• B.Com, R.A. Poddar College of Commerce & Economics
• CA The Institute of Chartered Accountant of India (ICAI)
• Anti-Money Laundering Specialists (ICAI)
• Dynamic & Dependable
• Empathetic & Empowering
• Resourceful & Result-Oriented
Promoter & 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 is currently pursuing his Bachelors of Science in Economics & Finance from Bentley University, Massachusetts, 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. 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.
NSE Academics Certifications in Financial Markets (NCFM) in
Flame University -Pune
Corporate Finance Institute Certification in