
JADE WEALTH MANAGEMENT LLP is a SEBI registered Portfolio Management Services (PMS) provider (SEBI REGI. No. INP000009560). JADE Wealth PMS is a high-conviction Multicap Portfolio Strategy curated for discerning investors seeking aggressive risk-adjusted returns, primarily through Mid and Small Cap equities. The portfolio consists of 15–20 fundamentally sound companies selected across sunrise and emerging sectors, with 70–80% allocation in Mid and Small Caps and 20–30% in Large Caps. Inspired by Jade—a rare and precious stone symbolizing abundance, prosperity, and enduring value—the firm aims to craft portfolios that grow across market cycles and stand the test of time. GST No. - 27AAUFJ9556C1ZS. LLP No. - ACJ-8739.
Sorted by 3-year return. Returns are TWRR, net of fees; CAGR above 1 year.
Jade Wealth Flexi Cap Fund
CA Siddharth Sanghvi
Fund managerFounder – Fund Manager & Partner
Mr. CA Siddharth Sanghvi is a Partner & Fund Manager at Jade Wealth Management LLP with over 6 years of experience across financial and capital markets. He is a Chartered Accountant (CA) and holds a Bachelor’s degree from R A Podar College, Mumbai. He has completed multiple levels of NISM certifications. He has 4 years of experience as Senior Investment Officer and 2 years in operations, worked closely with Motilal Oswal Financial Services Ltd as an AP, and serves as an Independent Director on the board of Sunrise Industrial Traders (NBFC). Coming from a strong family business background in capital markets, he follows a long-term wealth creation approach.
CA Alkesh Raheja
Founder – Partner
Mr. Alkesh Raheja brings over a decade of experience across financial and commercial markets. He is a Chartered Accountant (CA), holds a Bachelor’s degree from H.R. College, Mumbai, and an L.L.B. degree. He completed summer training at the University of California, Berkeley with specialization in Consumer Behaviour and International Business and has cleared multiple levels of NISM certifications. He began his career with Sunrise Industrial Traders as an Investment Officer and was later promoted to Chief Financial Officer (CFO). Belonging to the Raheja family business legacy of Raheja Stock Brokers, he blends traditional market wisdom with modern financial insights.
Mr. Rahuul Billala
Founder – Chief Investment Officer (CIO) & Partner
Mr. Rahuul Billala is the Chief Investment Officer (CIO) of Jade Wealth Management with over 9 years of experience across financial and commercial markets. He holds an MBA from NMIMS, Mumbai and a Bachelor’s degree from Sydenham College, Mumbai. He was honoured with the “Young Turks Business Leader Award” at the age of 25 and has completed multiple levels of NISM certifications. He served as an AP for Motilal Oswal Financial Services for over 3 years in BSE, NSE, and MCX, managed Equity and Research Desks, and worked at Sharekhan Securities in Equity and Derivatives. An astute small and midcap stock picker, he comes from a commodity business background linked to “Bilala Refineries.” He is also an entrepreneur in the travel and hospitality sector, founding “BookMyDestiny” and “Destiny Travels.”
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