
The investment team at Invexa Capital specializes in combining macro insights & themes with bottom-up investing.
Invexa Capital LLP has taken an Investment Advisory License from SEBI and is providing investment advisory services to select Accredited Investors domestically. Invexa Capital is an India focused boutique investment vehicle set up by seasoned Indian Investor Madhusudan Kela (better known as Madhu), with a focus on identifying and executing differentiated investment bets straddling across sectors, themes and asset classes. The firm is size agnostic and generally prefers concentrated, medium term bets (2-4 years would a sweet spot).
Tushar Bohra
BE, MBA (PGDM)
Tushar has 13+ years of cross-functional, cross-industry work-experience (7 years in Consulting, 6+ years in Investing). Prior to joining Invexa Capital, Tushar was AVP – Investments at Reliance Capital Ltd. Previously, he also worked at Accenture Management Consulting and Tata Consultancy Services Ltd. Tushar holds a BE (Electronics & Telecommunications) from Mumbai University and an MBA (PGDM) from the Indian Institute of Management Calcutta, which is ranked amongst the top 3 business schools in India. Besides investing, Tushar is also very passionate about writing, and maintains his own blog. He has also authored a book, available on Amazon Kindle.
Sumit Bhalotia
MBA (Finance), CFA, BTech
Sumit has over 12 years of experience across the financial services, oil & gas, telecom and IT. He has been working closely with Madhu for the last 9 years focusing on identifying long-term wealth creators and fine tuning the process behind it. Prior to joining MK Ventures, Sumit was AVP – Investments at Reliance Capital Ltd. He has also worked at CRISIL, IOCL and Cognizant Technology as an ERP consultant. He holds degrees in MBA (Finance), CFA, and BTech (Computer science)
Siddharth Shah
MBA (Finance), CFA, FRM, BE
Siddharth Shah has 12 years of experience in equity research and fund management. Besides listed equities, he also has a deep understanding of private equity, structured credit and real estate investments. Prior to joining MK Ventures, Siddharth was AVP – Investments at Reliance Capital Ltd and Director at Reliance Corporate Advisory Services Ltd. He has also worked at ICRA Ltd and Kotak Securities Ltd. He holds degrees in MBA (Finance), CFA, FRM and BE (Electronic & Communications)
Sunny Gosar
CA, CFA
Sunny Gosar has 7 years of experience in equity research and management consulting. Prior to joining MK Ventures, Sunny was an equity analyst at Reliance Capital Ltd. He has also worked at Universal Consulting and is a Chartered Accountant (CA) and Chartered Financial Analyst (CFA)
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.
Ayushi M. Shah
Compliance Officer
Associate member of the Institute of Company Secretaries of India, Post Graduate degree in Commerce
Ayushi has over 4 years of experience in handling Compliance, Secretarial and Corporate Governance Functions. Prior to joining Invexa Capital LLP, Ayushi was the Company Secretary for J.V. Gokal And Company Private Limited where she was responsible for overseeing all aspects of Regulatory Compliances related to J.V. Gokal and its Group Companies. While working at Inspirigence Advisors LLP, a Consulting firm based in Mumbai, she handled Regulatory and Secretarial Compliances of Alternative Investment Funds, Portfolio Managers and Investment Advisors. She has been successful in receiving all the three licenses from Securities and Exchange Board of India(SEBI) for their clients. In addition to this she also has experience in handling Secretarial Audits and Due Diligence of Companies, Secretarial Compliance of various Listed, Unlisted, Private Companies and LLP's, Legal Drafting, Annual Filing, Incorporation of Companies and LLP's, Filing FCGPR AND FLA Returns with RBI along with a Compounding Application to RBI. Ayushi has also been an active Member of the Rotaract International District 3141 holding various positions. Ayushi is an Associate member of the Institute of Company Secretaries of India and holds a Post Graduate degree in Commerce from University of Mumbai along with being a French Professional having completed Level B1 from Alliance Française de Bombay.
Madhusudan Kela
Founder
Madhusudan Kela (Madhu), the founder of Invexa Capital, is one of the most eminent and seasoned investors in the Indian Capital Markets. In a long and highly successful career spanning three decades, Madhu has received several prestigious accolades for his investing acumen - including the Best Equity Fund Manager from the Prime Minister of India. Prior to starting Invexa Capital, Madhu, in his earlier stint at Reliance Group, built and led a team of over 40 investment professionals to create and manage the India's largest Asset Management Company by Total AUM. Madhu is one of the most prominent voices in Indian Equities. He is an important invitee to strategic industry forums, leadership media panels and policy think tanks, and known for candidly sharing his views on a host of macro, policy, thematic and investment related events. He is also a part of the Investment Committee at SIDBI, a member on the Boards of various companies - including Aptech Ltd and Reliance Securities. Known for his passion and love for investing, Madhu seeks the same passion and hunger to win in the entrepreneurs and individuals he backs.
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