Driving Growth Across Complex Investment Opportunities.
The firm offers investment opportunities beyond conventional avenues through research-backed Alternative Investment Funds. The firm's funds invest in equity, quasi-equity and debt instruments across sectors. The firm's philosophy is deeply rooted in capital preservation, diversification and margin of safety.
Yogesh Gupta
Founder
Mr. Gupta has 20+ years of experience across client relationships, portfolio management, business development, financial structuring, and project financing. His leadership approach emphasizes transparency, trust, and long-term value creation.
Pradeep Kumar Sharma
Director
Over the past years, Mr. Sharma has assisted transnational organisations and leading Indian enterprises across sectors such as pharmaceutical, infrastructure, FMCG, Software and IT-enabled services, etc. on regulatory, tax, financial and business advisory related matters. His experience includes advising on transaction structuring including mergers, acquisitions, divestitures, corporate restructuring, capital restructuring, foreign investment consulting, advice on technical collaborations, cross-border taxation, contract structuring and negotiations.
Rajan Beri
Founder
Fellow member of ICAI, law graduate
A fellow member of ICAI and a law graduate, Mr. Beri brings over four decades of expertise in international taxation, mergers and acquisitions, foreign investment consulting, and exchange control regulations.
Vinoy Kumar
Senior Banking Advisor
A retired Dy. General Manager from State Bank of India, Mr. Vinoy Kumar has varied experience of more than 33 years in banking operations ranging from SME to large corporate finance in branches, Circle and corporate office. He also has experience in the foreign exchange business at Circle and then the syndication business of international credit at corporate level. Mr. Kumar headed the bank's corporate merchant acquiring business. As head of the risk and compliance department of the corporate accounts group in the bank, he has gained rich exposure to RBI and other regulators' guidelines and ensuring their compliance.
Simranjeet Kaur
Compliance Manager
Company Secretary (ICSI)
CS Simranjeet Kaur is a qualified Company Secretary from the Institute of Company Secretaries of India (ICSI), with over five years of experience in SEBI-registered Alternative Investment Fund (AIF) compliances and corporate governance. She is known for her detail-oriented approach and strong commitment to regulatory adherence and transparency. Simranjeet is passionate about strengthening governance frameworks and supporting organizations in navigating complex compliance landscapes.
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Ananya Bhardwaj
Legal Manager
Master's degree in Law
Ms. Bhardwaj holds a Master's degree in Law and has experience in investment funds, insolvency, and corporate transactions. Ms. Bhardwaj is a diligent and accomplished legal professional known for her meticulous attention to detail and comprehensive approach to legal management. Her structured approach, coupled with strong coordination skills, enables effective collaboration across stakeholders, advisors, insolvency professionals, financial creditors, regulatory authorities, and the in-house team. She advises on legal and regulatory matters relating to Alternative Investment Funds (AIFs), including fund operations, investment structuring, and compliance with applicable SEBI regulations. Her work also involves matters under the Insolvency and Bankruptcy Code, 2016, particularly in relation to distressed asset transactions and restructuring processes. She has experience in drafting and negotiating complex corporate and commercial agreements that support the fund's investment and asset management activities.
Ram Kumar
President - Structured Credit
Postgraduate in Public Administration; Certified Associate of IIBF
Ram Chander Kumar holds a Postgraduate degree in Public Administration from Panjab University, Chandigarh. A Certified Associate of Indian Institute of Banking & Finance, Mr Kumar superannuated from Punjab National Bank as Deputy General Manager after putting in 37 years of banking service. Several years of his tenure were spent in Large Corporate Credit, development of MSME credit and Risk Management besides Credit Monitoring. He worked at all levels viz, Branch, Regional Office and Head Office. He also headed the Circle Office at Jodhpur and New Delhi. His core areas of expertise include Shipbreaking industry, Real Estate activity, Risk Management and Compliance functions.
Darshan Kumar Garg
Senior Banking Advisor
A retired Deputy General Manager from Punjab National Bank after serving in several senior leadership roles, Mr. Darshan Kumar Garg comes with over 40 years of experience in banking operations, credit management, risk management, and regulatory compliance. His expertise spans corporate, MSME, retail, and agriculture lending, policy formulation, governance, and branch and regional management. Mr. Garg has also served as General Manager at Himachal Pradesh Gramin Bank and as a Board Member of Prathama UP Gramin Bank, contributing to strategic oversight, credit governance, regulatory compliance, and institutional growth across the banking sector.
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