
Your money is an extension of your life's work and aspirations
At Bellwether, the firm manages money to help transform lives. The firm is a boutique investment house committed to crafting Bellwether's clients' financial freedom. The arithmetic of the firm's portfolio management strives to meet the emotional quotient of Bellwether's clients and emphasises on delayed gratification to lead to asymmetric outcomes. With two decades in the financial markets, the firm is ideally positioned to leverage the firm's experience to empower Bellwether's clients to build a legacy that goes beyond wealth.
Sorted by 3-year return. Returns are TWRR, net of fees; CAGR above 1 year.
Bellwether Long Term Growth
Miten Mehta
Fund managerFund Manager
Miten is the alchemist to Bellwether Capital. As Bellwether's CIO, his strategy is a blend of spotting superior businesses, uncompromising financial discipline, and turning on a dime if volatile markets demand so. Miten's philosophy is acutely aligned to a promoter's outlook of his business. His bold and brave approach has led to many disproportionate outcomes. Although Bellwether has a multi-cap approach, alpha has typically been generated by businesses spotted very early in their evolution. We have seen our winners slowly migrate from the small-caps to the mid-caps and more recently our mid-caps touching the large-cap horizon. Miten's investment style is capable of the scalability of a large investment house, without compromising on its boutique heritage. The chase for governance in picking investments allows us to run many miles while we sleep serene. Miten's investment edge is where energy meets flexibility. A weekly routine of squash, the gym and the unpredictability of a golf ball ensures this edge remains sharp and nimble. As does the body, so shall the mind!
Ranjit Dongre
Client Relationships
Ranjit leads Bellwether Capital's business strategy with a blend of financial acumen and a client centric approach. Ranjit's approach to managing money is defined by asset allocation customised to a client's investment objectives and risk profile. This approach is not limited to the maths of money management and extends to behavioural coaching, emotion management and decision-making guidance. Ranjit's construct places the client at the centre of the circle fenced by a strong personal connect and hand holding through financial turbulence, all with an eye on "your tomorrow". Ranjit's passion is centred around attempting to hit a golf ball. As the ticker tape definitely has a mind of his own, so does a golf ball. Conviction is ALL.
V. Srinath
Head of Research
With 19 years of experience and as Bellwether's Head of Research, V. Srinath brings a diverse understanding and a unique perspective across businesses, which allows ideas to illuminate and come out of the shadows. Srinath has an ability to sift through data, look beyond financial models and tap into opportunity.
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.
Navin JR
Research Analyst / Investment Analyst
Navin JR applies a structured and process-oriented approach to identifying businesses at their nascent stage. His sector-agnostic, value-oriented strategy surfaces unconventional ideas and helps generate alpha in the small-cap space.
P. Srinath
Head of Operations
With over 31 years of experience, P. Srinath assisted the two founders in setting up Bellwether Capital. As the Head of Operations, he oversees market operations, strategy, and client service.
Rohit Pai
Dealer
Rohit is the dealing arm of Bellwether Capital. With over 21 years of experience, Rohit executes trades with a keen eye on volume and price and is in tune with the ticker tape.
Kumar M
Research Analyst
10 years of experience
Aman Srivastav
Research Analyst
11 years of experience
Surbhi Soni
Research Analyst
5 years of experience
Mangesh Kolekar
Head of Compliance
21 years of experience
Kushal Dere
Head of Accounts
21 years of experience
Jyoti Mirchandani
Executive Assistant
16 years of experience
Aditya Khansaheb
Head of Business Development
Aditya spearheads Business Development at Bellwether Capital. With two and a half decades of experience at JP Morgan and Merrill Lynch, Aditya brings in rich experience of managing relationships with institutional investors across geographies. A former national-level badminton player, he brings the same agility, strategic reflexes, and endurance to the team that he displays on the court, ensuring that all client servicing and business initiatives are executed with precision.
Janaki Bhat
Operations Assistant
6 years of experience
Sachin Borkar
Accounts cum Admin Officer
20 years of experience
Nitesh Sawant
Operations Executive
13 years of experience
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