Focused. Long Term. Value.
Axia Asset Management is a specialist boutique focused on long-term, fundamentally-driven equity investing. Axia Equity Opportunities Fund (AEOF) is an unconstrained, long-only fund with the flexibility to invest across public and private markets in India. A focused, long-term approach with a unique asset-light valuation framework guides a concentrated portfolio of 30-35 names.
Kamlesh Ratadia
Founder & CEO
Chartered Accountant
A Chartered Accountant with over two decades of investing experience. Founding partner at White Oak (2017-2020), Director of Investment at Goldman Sachs Asset Management for 5+ years, and began his career at ENAM. Funds under his tenure consistently ranked in the top decile among peers.
Janhavi Jain
Analyst
MBA (Finance), CFA Level 2 candidate
Janhavi has three years of experience in equity research. She has previously worked at a KPO, Axience where she researched global companies for its clients with specific focus on the logistics sector. At Axia, Janhavi covers FMCG, Logistics, Media, Hospitals and Textiles. Janhavi holds a MBA in finance from DY Patil University, Pune and is currently pursuing her CFA Level 2.
Mohnish Dudhwala
Associate
CFA Level 2 candidate
Mohnish has over two years of experience in equity research, covering the Auto & Auto Ancillaries, Retail, and Consumer Durables sectors. A graduate of VNSGU University with FinExpert title from Finnacle Institution, he is currently pursuing the CFA Level 2. Passionate about understanding businesses and industry dynamics, Mohnish is committed to delivering insightful, research-driven investment perspectives.
Omkar Bandivdekar
Operations
Finance professional with over 5 years of experience in financial reporting, auditing, and compliance. Holds a Master’s degree in Commerce from the University of Mumbai. Previously worked at MarketsMojo with experience in accounting, taxation, and audit processes. Skilled in Tally, Excel, GST, and income tax regulations.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Abhishek Kansara
Associate
CA, CFA
Abhishek Kansara is a qualified CA, CFA and holds an overall experience of 3 years in the finance industry. He has previously worked with Zydus Life-science as an Investor Relation Officer where he gained understanding on pharma companies and exposure on how the research industry works being on the other side of the table. At axia, Abhishek covers Capital Goods, Chemicals & Pharma.
Lalit Ratadia
MentorMentor & Compliance Officer
Brings 46 years of market experience, previously at Axis Capital. Provides mentorship and oversees compliance across the firm.
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