Our Team
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.
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)
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.
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.
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
Specialisation: Business Valuations, Behavioral Finance, Research Analyst.
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.
Academics:
• Pursuing -Bachelor of Science in Corporate Finance and Accounting - Bentley University, Massachusetts, United States of America .
• Chartered Financial Analysts - Level 1 candidate
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
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).
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
• Travelling
• Farming and Gardening
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.
CS Mansi Nagda endeavors to achieve 3Ds viz. Dedication, Devotion, and Determination, always puts 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.
At KRIIS, she is incharge 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
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.
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)
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
Specialisation: Business Valuations, Behavioral Finance, Research Analyst.
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.
Academics:
• Pursuing -Bachelor of Science in Corporate Finance and Accounting - Bentley University, Massachusetts, United States of America .
• Chartered Financial Analysts - Level 1 candidate
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
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).
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
Personal Interests
• Reading
• Travelling
• Farming and Gardening
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.
CS Mansi Nagda endeavors to achieve 3Ds viz. Dedication, Devotion, and Determination, always puts 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.
At KRIIS, she is incharge 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
