Cat III · Managed by Axia India
Long-term investing in high-quality businesses at a discount to intrinsic value
Complex or leveraged strategies — long-short, hedge-fund-style and quant funds. Often open-ended, within SEBI leverage limits.
Axia is a boutique investment management firm providing investment management services to institutional and high-net-worth clients, using a structured valuation framework focused on economic profit and intrinsic value assessment.
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.
No insights published yet.
Investments in AIFs carry market and credit risk including possible loss of capital. Past performance does not indicate future returns. Information shown is sourced from the issuer's PPM and SEBI filings — confirm against the latest PPM before committing. Wisefolio is an information platform; it is not registered with SEBI as an investment adviser, portfolio manager, or distributor. By using this page you accept our terms and privacy policy, including the self-attestation that you are eligible to view AIF marketing material under SEBI rules.
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.
See every PMS strategy and AIF from Axia India.