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

ATUL PANPATIL

Research Analyst

Specialization: Research

For Atul Panpatil, KRIIS is a treasure trove of opportunities where he has found the right mix of challenges and experience. With more than 5 years of expertise in IT, banking, and finance, Atul puts his skills to use in the direction of his true calling. His goal is to add value and bring accuracy in the financial research process. Metrics valuation, strategizing financial models, and conducting in-depth research are his strengths.

He has worked with companies like Grovalue Financial Services Pvt. Ltd., CRISIL, Morningstar, and HDFC Bank. During his tenure with HDFC Bank, Atul and his team had successfully launched the Database Management Query Project. In 2009, he was awarded ‘The National Winner’ title at IEEE. (A technology-based competition for building a program with 512-bit encryption).

Responsibilities at KRIIS:
• Financial Valuation & Reporting
• Analysis & Tracking Growth
• Strategizing Financial Models

Academics
• Masters in Finance, Jamnalal Bajaj Institute of Management Studies
• Bachelor of Engineering, Information Technology from A. C. Patil College of Engineering

Personality Attributes
• Industrious
• Accountable
• Team Player

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

Research Analyst

ATUL PANPATIL

Research Analyst

Specialization: Research

For Atul Panpatil, KRIIS is a treasure trove of opportunities where he has found the right mix of challenges and experience. With more than 5 years of expertise in IT, banking, and finance, Atul puts his skills to use in the direction of his true calling. His goal is to add value and bring accuracy in the financial research process. Metrics valuation, strategizing financial models, and conducting in-depth research are his strengths.

He has worked with companies like Grovalue Financial Services Pvt. Ltd., CRISIL, Morningstar, and HDFC Bank. During his tenure with HDFC Bank, Atul and his team had successfully launched the Database Management Query Project. In 2009, he was awarded ‘The National Winner’ title at IEEE. (A technology-based competition for building a program with 512-bit encryption).

Responsibilities at KRIIS:
• Financial Valuation & Reporting
• Analysis & Tracking Growth
• Strategizing Financial Models

Academics
• Masters in Finance, Jamnalal Bajaj Institute of Management Studies
• Bachelor of Engineering, Information Technology from A. C. Patil College of Engineering

Personality Attributes
• Industrious
• Accountable
• Team Player

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