Complex or leveraged strategies — long-short, hedge-fund-style and quant funds. Often open-ended, within SEBI leverage limits.
O3 Capital AIF is a SEBI-registered Category III Alternative Investment Fund managed by O3 Capital Global Advisory Private Limited (CIN: U67190KA2006PTC041085), a leading mid-market investment bank headquartered at o3 House, No. 5, Crescent Road, High Grounds, Bangalore 560001. Founded in 2007 by Shiraz Bugwadia and Deepesh Garg, o3 Capital is one of India's most prominent independent advisory firms, with over 171 transactions executed and approximately USD 7 billion in total deal value over 14 years. The firm operates across two core businesses: Corporate Finance (M&A advisory and capital raising) and Alternate Asset Management (public markets and early-stage investments). o3 Capital has offices in Bangalore, Mumbai, and Singapore and is a SEBI-registered Category I Investment Bank and registered Portfolio Manager. The firm is widely recognised as one of India's top M&A transaction advisors, earning the 'Investment Bank of the Year 2023' award by deal volume (Large) from VCCircle. The team includes Co-Founders Shiraz Bugwadia and Deepesh Garg (both Managing Directors), Srinivas TR (Managing Director), and Amit Shah (Executive Director), and the firm serves a broad range of clients across consumer, technology, infrastructure, life sciences, and financial services.
Shiraz Bugwadia
Managing Partner
Shiraz Bugwadia is a Co-Founder and Managing Director of o3 Capital, based in Bangalore. He holds a B.E. from Mumbai University and an MBA from Melbourne Business School. Shiraz co-founded o3 Capital in 2007 and has been instrumental in building the firm into a leading mid-market investment bank in India.
Deepesh Garg
Managing Partner and Co-head, Investment Banking
Deepesh Garg is a Co-Founder and Senior Managing Director at o3 Capital, where he oversees the Consumer Services division. He holds a B.S. from Rajasthan University and an MBA from KJ Somaiya Institute. He co-founded o3 Capital in 2007 and has built the firm's consumer and FMCG advisory practice.
Srinivas TR
Managing Director
Srinivas TR (Tekal Rajasekhar Srinivas) is a Managing Director at o3 Capital. He is also a director of O3 Capital Global Advisory Private Limited per MCA records and is a key member of the founding leadership team.
Ishaan Vyas
SEBI Contact Person
Ishaan Vyas is the SEBI-registered contact person for the O3 Capital AIF. His email domain (@nishithdesai.com) indicates he is a professional at Nishith Desai Associates, the law firm acting as legal counsel or compliance administrator for the fund.
Srinivas Tekal
Managing Partner and Co-head, Investment Banking
Pranav Ghodke
Head - Human Resources
Gautam Jaggi
Managing Director & Co-head - Technology Services
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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.
Satyanarayana K
Managing Director - Technology Services
Srikanth Kannan
Managing Director - Digital
Prashant Maheshwari
Managing Director - Consumer
Parul Mehta
Chief Operating Officer
Shashank Pandey
Managing Director & Co-head - Consumer & Financial Services
Avni Vira Parekh
Director - Healthcare (UAE)
Akshay Sahrawat
Director - Industrials
Vaibhav Shah
Director - Consumer
Mohammed Yeolawala
Managing Director & Head Industrials (UAE)
Ashish Gupta
AdvisorAdvisor Partner - Digital and Technology
Dr. Om Manchanda
AdvisorAdvisor Partner - Consumer and Healthcare
Dr. Kamal K. Sharma
AdvisorAdvisor Partner - Life Sciences and Healthcare
See every PMS strategy and AIF from O3 Capital.