Building Trust Creating Value
Capital Bridge Advisors ("CBA") is a boutique Asset Management and Capital Markets Advisory firm based in Ahmedabad and Mumbai. Backed by over 17 years of collective experience, the team includes professionals from J.P. Morgan Asset Management, IiAS, and Pi Square Investments, with the majority being CFA Charterholders. The asset management platform, the CBA India Emerging Opportunities Fund, invests in listed equities, pre-IPO opportunities, QIPs, and special situations. The Investor Relations and Strategic Advisory practice provides end-to-end capital markets advisory, including investor outreach, earnings call management, research coverage, governance advisory, and strategic communications.
Raj Shah
Managing Partner
CFA
Raj brings over a decade of experience in asset management and corporate governance, having worked with leading organizations such as J.P. Morgan and Institutional Investor Advisory Services (IiAS). With hands-on portfolio management experience, he offers a strong buy-side perspective to investment and governance matters. He is a CFA Charter-holder and holds an undergraduate degree with a specialization in Finance and Economics from Ahmedabad University. Beyond his professional work, Raj is actively involved in academia, teaching CFA candidates, and serves as a Lead Volunteer at CFA Society India, where he works closely with the CFA Institute.
Hena Shah
Human Resources Manager
Hena Sodagar Shah is the Human Resources Manager at Capital Bridge Advisors, where she oversees talent acquisition, people development, and organizational culture. She is passionate about building high-performing teams and fostering a collaborative and growth-oriented workplace. In addition to her corporate role, Hena is a preschool academician with a strong interest in early childhood education. Her experience in education brings empathy, communication, and people-centric thinking to her approach to human resource management.
Hrishit Jhaveri
Principal
CFA, CFP
Hrishit is a CFA with experience in equity research and portfolio analysis. He previously worked at Pi Square Investments, covering Pharmaceuticals, Automobiles, and Capital Goods sectors. He also has experience in investor relations with Capital Bridge Advisory Service Pvt. Ltd. and teaches Alternative Investments to CFA candidates. He holds a Bachelor of Commerce (Hons.) from Ahmedabad University and is a member of CFA Society India.
Jignesh Shah
Accounts & Finance Manager
Jignesh Shah is the Accounts & Finance Manager at Capital Bridge Advisors, bringing over 25 years of experience in finance, accounting, taxation, and regulatory compliance. Throughout his career, he has managed the financial operations of sole proprietorships, partnership firms, LLPs, and corporations across diverse industries. With extensive expertise in financial reporting, statutory compliance, bookkeeping, payroll, taxation, and internal controls, Jignesh ensures that the firm's financial processes are accurate, efficient, and fully compliant. His practical experience and meticulous approach make him a trusted advisor in managing day-to-day finance and accounting operations.
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.
Gaurav Dave
Compliance Officer
NISM Series XIX-E
Gaurav is an accomplished investment professional who has cleared NISM Series XIX-E. He has experience in due diligence for listed, unlisted, and pre-IPO entities, along with governance support for investment structures. He holds a Bachelor of Commerce from IGNOU and has completed the Executive and part of the Professional program of the Institute of Company Secretaries of India.
Rishi Kothari
Analyst
CFA
He has previously been associated with Pi Square Investments, covering consumer, retail, and infra sector. In addition to his industry experience, He is actively involved in mentoring and educating CFA Candidates, with a focus on Corporate Issuers, Alternative Investments, and Equity. He is a CFA Charter-holder and holds a Bachelor of Business Administration from Ahmedabad University and is a member of CFA Society India.
Krisha Anandpara
Analyst
CFA Level I cleared
Krisha holds a B.Com (Hons.) from Ahmedabad University with a focus on venture capital, private equity, and financial markets. She has cleared CFA Level I and has training in equity research and company analysis. She has experience in investor relations at Capital Bridge Advisory Services and has volunteered with Teach For India.
Jia Mehta
Associate
Jia holds a Bachelor of Business Administration (Hons.) in Accounting & Finance from Ahmedabad University, along with certifications from Bloomberg, Goldman Sachs, and Google Digital Academy. She previously worked at Carysil Limited, gaining experience in SAP, GST/TDS compliance, trade finance, and forex operations. She also volunteered with the TIDE Foundation.
Heer Sheth
Associate
NISM Series XV
Heer is currently in her fourth year of Bachelor of Business Administration (Hons.) in Accounting & Finance at Ahmedabad University, with a strong interest in financial markets and investment analysis. She has strengthened her profile through certifications such as Bloomberg Market Concepts and by clearing the NISM Series XV – Research Analyst examination. Heer has also gained practical exposure through an Equity Research internship at HDFC Securities.
Yash Ganatra
Associate
CFA Level 3 cleared, NISM-XV
Yash has cleared the CFA Level-3 exam and holds Bachelor of Commerce Honours from GLS University. Prior to this he has done an Equity Research internship at Investment Point in Jamnagar. He also holds NISM-XV Research Analyst certification.
Maanas Shah
Associate
Maanas is an Analyst at Capital Bridge Advisors. He supports the firm's research efforts through company analysis, financial research, and investment related projects. He holds a Bachelor's degree in Finance from Ahmedabad University. Driven by a passion for financial markets and continuous learning, he is committed to developing thoughtful, research driven insights while continuously expanding his expertise in finance and investing.
Yash Shah
AdvisorFounding Member, Transaction Square
FCA
Yash has >17 years of consulting experience and was instrumental in building one of the leading CA firms of Ahmedabad– Dhirubhai Shah (DBS) & Co, LLP. His key strengths include advisory, restructuring, mergers, demergers, ESOP planning, valuations and tax litigation. He has worked extensively with domestic clients on their succession planning and trust structures. He has facilitated transactions with many large MNCs and Indian promoter companies spread across sectors.
Anup Pawar
AdvisorGroup Head - Research Institutional Investor Advisory Services (IiAS)
CFA
Anup is currently the Group Head of Research at Institutional Investor Advisory Services (IiAS), where he leads the analyst team and oversees voting recommendations and ESG research. Previously, he specialized in quantitative modeling and real estate valuations at Citigroup and JPMorgan. Anup is a Chartered Financial Analyst and holds a Master's in Finance from Sydenham Institute of Management and a Bachelor's in Engineering from Mumbai University.
Rishab Gandhi
AdvisorChief Strategy Officer, Raman Roadways Pvt. Ltd.
CA
Rishab serves as the Chief Strategy Officer (CSO) at Raman Roadways Pvt. Ltd., where he oversees overall strategy, including the firm's tech subsidiary, Raman Infosoft. A Chartered Accountant by profession, he holds MPhil in both Mechanical Engineering and Sociology from Cambridge University, bringing a unique multidisciplinary expertise. He has provided consultancy services to global firms like Accenture Ltd and currently spearheads the Chartered Institute of Technology, in an honorary capacity.
Sushant Mehta
AdvisorPartner, BL Dasharda & Associates
CA, B.Com
Sushant Mehta, a Chartered Accountant and B.Com graduate, brings robust expertise in auditing and taxation to his role as Strategic Advisor. A practicing CA, he serves as a statutory auditor for diverse clients, including listed and private limited companies. Sushant specializes in risk assessment, regulatory compliance, and tax optimization. Known for his analytical acumen, he delivers strategic financial solutions that ensure business transparency and adherence to high reporting standards.
© 2026 Wisefolio. Legal and disclaimers