
Cat II · Managed by Finavenue
Unlocking value through strategic investments in India's most promising companies
Private equity, private credit and real-estate funds that don't employ leverage except for operating needs. The largest AIF category.
Finavenue Legacy Trust (IN/AIF2/25-26/1985) — scheme name Finavenue Legacy Fund — is a SEBI-registered Category II Alternative Investment Fund (registered June 2023) managed by A9 Finsight Private Limited. Launched in July 2023, the fund has delivered an absolute return of 233.69% since inception (as of December 31, 2025) and manages INR 525 crore+ in AUM. Finavenue is a long-only, sector-agnostic, small and mid-cap focused fund investing in Indian listed equities. The fund's strategy spans three pillars: small-mid cap investments (exploiting low analyst coverage and market inefficiencies), anchor investments (strategic stakes in fundamentally strong companies), and pre-IPO opportunities. The fund is headquartered at 3rd Floor, Unit 305A, Marathon Icon, Off GK Marg, Lower Parel (W), Mumbai – 400013.
Abhishek Jaiswal
Fund managerFund Manager
Abhishek brings over 7 years of expertise in the Financial Markets and through his Proprietary Quant Model and Market Matrix Studies, he maintains a stead fast commitment to remaining abreast of industry advancements, consistently enriching his knowledge and infusing innovative strategies into investment decision-making at Finavenue.
Anil Parakh
Non-Executive Chairman
Chartered Accountant
30+ years of experience in real estate, stock broking, iron & steel sector as Chartered Accountant.
Madhusudan Sarda
Head of Equities
Rich and extensive experience of managing equities and investing in markets for decades.
Aditya Parakh
Strategy & Business Development
CA-IPCC rank holder
Aditya brings over 5 years of experience in audit, equity research, and investments. He is also a rank holder in CA-IPCC and gold medalist awardee from Income Tax Bar Association.
Rajkumar Damani
SEBI Contact Person
Rajkumar Damani is the designated SEBI contact person for Finavenue Capital Trust.
Pranav Shikare
Senior Research Analyst
B.Tech in Information Technology
Pranav has 4 years of experience in portfolio management, equity research, and business valuation. I hold a B.Tech in Information Technology from PICT, Pune. Over the years, I have worked across multiple sectors, including manufacturing, green hydrogen, machinery, and chemicals. I am deeply passionate about financial markets, macroeconomic trends, and business cycles, and enjoy analyzing how these factors shape long-term investment opportunities.
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.
Aaditya Agrawal
Research Analyst and Business Development
Aaditya Agrawal, Founder of Wealth Temple, is dedicated to educating people about stock investing and smart wealth management. With over two years of teaching experience and 700+ students trained, he provides advanced knowledge in fundamental investing. Coming from a chartered accountancy background, he follows a top-down approach to investing in growth stocks at reasonable valuations.
Anand Modi
Investment Associate and Business Development Associate
Chartered Accountant
Anand Modi is a Chartered Accountant. He is an avid learner and has been tracking markets for 5 years. He has extensive experience in Audit and Taxation.
Saloni Modi
Research Analyst
Chartered Accountant
Saloni is a Chartered Accountant. She has an extensive background in audit and taxation. She has recently been introduced to the capital markets.
Kunal Gujar
Research Analyst
CA Finalist
Kunal is a CA Finalist and a commerce graduate from Mumbai university. He has rich experience in the field of audit. He has developed a keen interest and has been actively tracking the markets since the last 2 years.
Kisley Chandra
Research Analyst
B.E. in Electronics and Telecommunications
B.E. in Electronics and Telecommunications, with published academic research in biomedical signal analysis. I bring a detail-driven and thesis-oriented approach to investing, blending analytical rigor with a deep interest in structural market shifts and early-stage inflection points.
Vasu Patel
Research Analyst
Vasu Patel is a Certified Research Analyst and postgrad in Commerce with 5+ years of equity market experience. Previously worked at Bloomberg, TCS, and Avati Consulting Solutions.
Tanisha Somani
Research Analyst Intern
CFA
Tanisha Somani, a CFA and graduate of St. Xavier's College, Kolkata, is a member of our Equity Research Team with over a year of experience in equity research. She previously worked at Acuity Knowledge Partners and brings strong analytical skills and a deep passion for capital markets.
Sagar Lalwani
Business Development & Research Associate
CFP, CFA Level III candidate
Sagar is a finance professional with over 5 years of experience in capital markets, a CFP Charter holder and CFA Level III candidate. He combines a top-down view of macro trends & business cycles with bottom-up fundamental analysis. He has experience in raising capital across mutual funds, AIFs, PMS, and startups. Currently works as a Business Development & Research Associate, focused on delivering disciplined, insight-driven financial solutions.
Varun Gandhi
Research Analyst
MSc in Investment Management, CFA Program completed
Varun brings over two years of experience in public equities investment analysis, spanning both buy-side and sell-side mandates. He holds an MSc in Investment Management and has completed the CFA Program. A strong proponent of intrinsic valuation, he adopts a disciplined and methodical approach to investment analysis and risk management. He primarily covers the technology sector and closely tracks global developments within the space.
See every PMS strategy and AIF from Finavenue.