Our Team

A strong and dedicated team of financial experts, each contributing their strengths, knowledge, and expertise towards a clear goal and vision, with a shared philosophy.

RAKESH DOSHI

Managing Director at KRIIS

Specialization: Wealth Management, Portfolio Management, Family Legacy Planning, Philanthropic Planning

CA Rakesh Doshi is one of the highly revered investment minds, who has mastered the art of compounding wealth from stock through value investing. Starting as a practicing Chartered Accountant, en route in 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.

Responsibilities at KRIIS:
• Modeling Portfolios
• Monitoring Performance
• Personalized Wealth Management
• Planning Legacies & Estate Planning
• Retirement & Philanthropic Planning

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

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)

FUNALI DOSHI

Non-Executive Director in Advisory Capacity

Specialization: Finance, Taxation, Corporate Advisory Services

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.

Since the past 20 years, as a practicing Chartered Accountant at Rakesh Doshi & Associates, she has been dedicatedly providing services in the areas of 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.

Responsibilities at KRIIS:
• Organizational Goal Setting
• Development of Governance Framework

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

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.

He has the experience of handling brand 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 business 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., and Karvy Stock Broking Pvt. Ltd.

Responsibilities 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
• He is also an Associate Member of The Institute of Cost and Works Accountants of India (ICWA).

Personality Attributes
• Resourceful
• Empowering
• Methodical

ANTONY GEORGE

Senior Equity Analyst & Portfolio Advisor

Specialization: Equity Research

The responsibility, experience, and thrill of working with a start-up fund from inception attracted Antony to work with KRIIS. Being a part of a highly experienced investment team and contributing to the innovative strategies at KRIIS, fuels his passion at work. He brings to the company diversified work experience from across sectors like real estate consulting, macroeconomic research, and currency trading. He has experience in equity research with Goldcrest Advisors LLP, Rare Enterprises Group, where he managed stocks in sectors like consumer, cement, and financials. Topics that arrest his interest are global macro, public policy, business strategies, and economics.

Responsibilities at KRIIS:
• Research & Analysis
• Tracking & Reporting
• Corporate Interactions

Academics
• Post-Graduation in Economics, University of Warwick, UK
• Bachelor of Economics, St. Xavier’s College, Mumbai

Personality Attributes
• Articulate
• Agile learner
• Eye to spot lucrative trades

NIKHIL CHAWDHARY

Equity Research Analyst

Being associated with KPMG in Deal advisory, to working at a family office post qualification and then landing at Kriis, Nikhil has always been inclined towards wealth management, which made him drift towards this domain post qualification.

He lives by this adage, 'When the passion and work is the same, there is hardly any scope of fatigue in work'. Nikhil believes the only way to compound wealth in markets is to stick to great companies and it is irrespective of market cap. His focus is always to stick to clean/honest promoters who think about the minority shareholders, since the guys whose focus is to fill their own pockets can never create shareholder wealth.

Responsibilities at KRIIS:
• Working on newer ideas from report preparation to financial models.
• Monthly followup on the portfolio companies with the channel partners, to constantly find reasons to not hold the portfolio entities.

Academics:
• Chartered Accountant
• CFA level 2 candidate
• Bachelor in commerce, RA podar college.
• Personality Attributes :
• Avid Reader
• Attending investors meets to generate Ideas
• Networking and connecting with people.

Managing Director at KRIIS

RAKESH DOSHI

Managing Director at KRIIS

Specialization: Wealth Management, Portfolio Management, Family Legacy Planning, Philanthropic Planning

CA Rakesh Doshi is one of the highly revered investment minds, who has mastered the art of compounding wealth from stock through value investing. Starting as a practicing Chartered Accountant, en route in 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.

Responsibilities at KRIIS:
• Modeling Portfolios
• Monitoring Performance
• Personalized Wealth Management
• Planning Legacies & Estate Planning
• Retirement & Philanthropic Planning

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

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)

Non-Executive Director in Advisory Capacity

FUNALI DOSHI

Non-Executive Director in Advisory Capacity

Specialization: Finance, Taxation, Corporate Advisory Services

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.

Since the past 20 years, as a practicing Chartered Accountant at Rakesh Doshi & Associates, she has been dedicatedly providing services in the areas of 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.

Responsibilities at KRIIS:
• Organizational Goal Setting
• Development of Governance Framework

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

Chief Investment Officer (CIO)

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.

He has the experience of handling brand 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 business 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., and Karvy Stock Broking Pvt. Ltd. He is also an Associate Member of The Institute of Cost and Works Accountants of India (ICWA).

Responsibilities 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

Senior Equity Analyst & Portfolio Advisor

ANTONY GEORGE

Senior Equity Analyst & Portfolio Advisor

Specialization: Equity Research

The responsibility, experience, and thrill of working with a start-up fund from inception attracted Antony to work with KRIIS. Being a part of a highly experienced investment team and contributing to the innovative strategies at KRIIS, fuels his passion at work. He brings to the company diversified work experience from across sectors like real estate consulting, macroeconomic research, and currency trading. He has experience in equity research with Goldcrest Advisors LLP, Rare Enterprises Group, where he managed stocks in sectors like consumer, cement, and financials. Topics that arrest his interest are global macro, public policy, business strategies, and economics.

Responsibilities at KRIIS:
• Research & Analysis
• Tracking & Reporting
• Corporate Interactions

Academics
• Post-Graduation in Economics, University of Warwick, UK
• Bachelor of Economics, St. Xavier’s College, Mumbai

Personality Attributes
• Articulate
• Agile learner
• Eye to spot lucrative trades

NIKHIL CHAWDHARY

Equity Research Analyst

Being associated with KPMG in Deal advisory, to working at a family office post qualification and then landing at Kriis, Nikhil has always been inclined towards wealth management, which made him drift towards this domain post qualification.

He lives by this adage, 'When the passion and work is the same, there is hardly any scope of fatigue in work'. Nikhil believes the only way to compound wealth in markets is to stick to great companies and it is irrespective of market cap. His focus is always to stick to clean/honest promoters who think about the minority shareholders, since the guys whose focus is to fill their own pockets can never create shareholder wealth.

Responsibilities at KRIIS:
• Working on newer ideas from report preparation to financial models.
• Monthly followup on the portfolio companies with the channel partners, to constantly find reasons to not hold the portfolio entities.

Academics:
• Chartered Accountant
• CFA level 2 candidate
• Bachelor in commerce, RA podar college.
• Personality Attributes :
• Avid Reader
• Attending investors meets to generate Ideas
• Networking and connecting with people.

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