Empowering Growth. Investing with Purpose.
Evergreen stands dedicated to discovering tomorrow's market leaders by partnering with growing enterprises ready for transformation. The firm deploys more than financial resources; it invests its expertise and commitment. Its flagship vehicle, Evergreen Optima Diversified Fund I, is a SEBI-registered Category II Alternative Investment Fund focused on fueling the next phase of growth for high-potential mid-sized Indian enterprises.
Ankit Mehta
Fund managerFund Manager
MBA in Finance, Master's in Commerce
Mr. Ankit Mehta obtained an MBA in Finance and a Master's degree in Commerce. His professional experience at Union Bank of India as a Credit Analyst for Large Corporate Credit operations provided valuable expertise in credit evaluation, risk assessment, and portfolio oversight exceeding ₹2,000 crores. Throughout a decade-long career, he maintained active involvement in specialized debt arrangements, structured financing, and Private Equity services, guiding emerging enterprises and mid-market organizations regarding structured funding and capital mobilization.
CA. Ashish Shah
Partner
FCA, Commerce graduation
CA. Ashish Shah possesses Fellow Chartered Accountant (FCA) credentials along with a Commerce graduation qualification. His educational foundation provides a comprehensive understanding of financial management, strategic business development, and investment consultation expertise. As the leader of M/s. Jinesh Finance Solution (with operations spanning Rajkot, Ahmedabad, and Mumbai) delivers comprehensive financial consultation, capital structuring solutions, corporate acquisition services, and related offerings spanning more than 25 years. His extensive business comprehension enables him to serve as strategic counsel for multiple enterprises across various sectors. He demonstrates exceptional capability in recognizing investment prospects with outstanding growth potential.
Daxesh Kothari
Partner
Commerce and Law degrees
Mr. Daxesh Kothari graduated with Commerce and Law degrees and currently serves as Managing Director & CEO of Ashutosh Financial Services Pvt. Ltd. He directs an ISO 9001:2015 certified comprehensive wealth management organization maintaining a significant presence in financial services, concentrating on investment solutions, insurance consultation, and tax regulatory compliance. The organization manages Assets Under Management (AUM) exceeding ₹1,000 crores. He possesses recognized expertise in identifying investment prospects and demonstrates effective client engagement capabilities with potential investors. His specialization encompasses Income Tax regulations, FEMA compliance, Trust Law applications, Estate planning strategies, and Foreign Tax Compliance requirements.
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Saurabh Mittal
Partner
MBA in Finance, Bachelor's in Commerce
Mr. Saurabh Mittal earned an MBA in Finance alongside a Bachelor's degree in Commerce. He serves as a Partner with Goldroof Advisors, a specialized investment banking firm concentrating on Private Equity Fund mobilization, Corporate Debt arrangement, Solar consultation, and Insurance services. His finance career spans over 18 years, emphasizing emerging enterprises and SMEs within mid-market categories, completing successful transactions across sectors including Auto Components, Agricultural Equipment, Textile manufacturing, Steel production, Cold Storage/Logistics, Telecommunications, and Educational services. His professional background includes Credit Analysis roles at CRISIL Ratings and Credit evaluation responsibilities at HDFC Bank, overseeing portfolios valued beyond ₹3,000 Crore.
CA. Rajit Kothari
Partner
CA, Law graduation, CFP
Mr. Rajit Kothari holds a Chartered Accountant (CA) certification, a Law graduation, and a Certified Financial Planner (CFP) designation, functioning as Executive Director of Ashutosh Financial Services Pvt. Ltd., an ISO 9001:2015 certified comprehensive wealth management organization. His professional experience includes tenure at the internationally recognized audit firm Deloitte Haskins and Sells, Mumbai location within the International Taxation Department. He manages the Non-Resident client services division, maintaining client relationships spanning 26 countries. He oversees company expansion from Regional Wealth management operations to establishing a National and Global market presence.
CA. Hardik Kalaria
AdvisorSenior Advisor
FCA, Commerce graduation, CFA Level III candidate
Mr. Hardik Kalaria maintains Fellow Chartered Accountant (FCA) certification, a Commerce graduation, and CFA Level III candidacy, delivering robust academic and professional competence in finance and investment domains. Mr. Hardik Kalaria partners with HB Kalaria & Associates, Chartered Accountants, achieving all-India ranking recognition in CA examinations. His professional experience encompasses over 10 years in corporate organizations, statutory examination (public & private entities), and analytical assessment for merger and acquisition transactions. His financial expertise contributes substantial value in executing well-informed and strategic investment choices for AIF operations.
Vanisha Goyal
AdvisorAdvisor
MBA (Darden School of Business), B.Tech (IIT Bombay), CFA Level II candidate
Ms. Vanisha Goyal completed MBA studies at Darden School of Business, University of Virginia, specializing in Investment Banking and Asset Management. She obtained a B.Tech in Metallurgical Engineering and Materials Science from IIT Bombay and maintains CFA Level II candidate status. Her M&A Investment Banking experience at Bank of America, New York, involved completing 6 transactions encompassing engineering services, F&B production and services, renewable infrastructure, financial services and technology, print and media sectors. Investment activities at Inflection Point Ventures, India's premier Angel Investment platform, included participation across 8 startup ventures. Her Strategy and Operations background encompasses Management consulting roles and CEO office responsibilities at early-stage startup organizations.
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