Bloomfield AIF Cat II Trust — 1 Finance | Wisefolio

Bloomfield AIF Cat II Trust

Cat II · Managed by 1 Finance

We help our members nurture their relationship with money

Private equity, private credit and real-estate funds that don't employ leverage except for operating needs. The largest AIF category.

Overview

About

Bloomfield AIF Cat II Trust (IN/AIF2/24-25/1619) is a SEBI-registered Category II Alternative Investment Fund registered in October 2024, managed by 1 Finance Private Limited — a new-age personal finance institution and arm of the Marwadi Chandarana Group (MCG). 1 Finance is a zero-commission financial planning platform offering holistic personal finance advisory across investment, insurance, tax, loan, and retirement planning, backed by decades of wealth management experience from the MCG. The group's broader ecosystem includes Marwadi Financial Services, Marwadi University, MCIBPL (algorithmic trading), and Pixon (solar energy). 1 Finance is a SEBI Registered Investment Advisor (INA000017523) headquartered at Unit No. 1101 & 1102, 11th Floor, B-Wing, Lotus Corporate Park, Goregaon East, Mumbai — matching the SEBI registration address of the fund. The Bloomfield AIF Cat II Trust represents 1 Finance's entry into the alternative investments space, offering Category II AIF products to its HNI and institutional client base.

Investment philosophy

1 Finance's investment philosophy centres on hyper-personalised, zero-commission financial advice rooted in psychology and human experience — aligning wealth creation with individual life goals, lifestyle, demographic profile, and financial milestones. The firm is built on the belief that good financial planning goes beyond product sales, helping members achieve financial independence and well-being. For its AIF vehicle, this translates to offering curated alternative investment opportunities to clients seeking returns beyond traditional asset classes, backed by the Marwadi Chandarana Group's deep market experience and institutional infrastructure.

Team12

Jeet Marwadi

Founder & Managing Director

Degree in Economics, Loyola Marymount University

Jeet Marwadi graduated with a degree in Economics from Loyola Marymount University based in Los Angeles, California. He plays an instrumental role in

Amish Chandarana

Promoter & Director

Amish Chandarana is the Director of the Chandarana Group, and serves as Co-founder and Trustee of Marwadi University, of the Marwadi Chandarana Group

Keval Bhanushali

Co-founder & Chief Executive Officer

IIM and Harvard Business School alumnus

Keval Bhanushali has decades of proven industry experience and is an IIM and Harvard Business School alumnus. He has contributed to creating the core

Mohan Kumar

Chief Operating Officer

Chartered Accountant, Company Secretary

Mohan Kumar is a certified chartered accountant and company secretary, and has a rich and comprehensive experience of over a decade in the financial s

Akshat Avasthi

MBA (Finance), NISM XA XB; 3 years experience

Ankita Lohia

CWM, MBA (Finance), NISM XA XB; 5 years experience

Arman Gupta

Qualified Financial Advisor

NISM XA XB; 2 years experience

Registration

SEBI registration

SEBI-registered

SEBI registration no.IN/AIF2/24-25/1619

RegisteredOct 2024 (2 years ago)

Valid untilPerpetual

Contact personMOHAN KUMAR

AddressUnit No 1101 1102 11th Floor B Wing Lotus Corporate Park Goregaon E, Mumbai, Maharashtra, 400063

Investment manager

Insights

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Disclaimer

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