
Investing Is Really Simple, But People Insist On Making It Complicated
RBSA Investment Manager LLP is a SEBI-registered Portfolio Management Services firm and a part of RBSA Advisors Group, providing investment management and advisory services to family offices and high net worth individuals. It was started when a group of passionate and experienced professionals decided to take other people along in their journey of Serene Investing. The firm is committed to empowering people to own the finest businesses through fair and transparent solutions.
Sorted by 3-year return. Returns are TWRR, net of fees; CAGR above 1 year.
SERENITY WEALTH
Rajeev R Shah
Partner & Mentor
CFA, MBA
He is the Managing Director & CEO of RBSA Advisors, a leading valuation and advisory firm. He leads the strategic direction, growth, and operations of the RBSA Group. He has a rich experience in Mergers & Acquisitions, Financial Valuations, Due Diligence, Fund Raising Advisory etc. He has been involved in some of the major M&A transactions in India, as well as the key Disinvestment and Privatization projects for the Government of India. His clientele includes top Banks, Financial Institutions, Private Equity, Government & Regulators, major Indian Companies and MNCs. He holds a Mechanical Engineering degree, an MBA & a CFA. He is also an Eminent Member of RICS, UK and Chartered Valuer and Appraiser (CVA) from IVAS, Singapore. He is registered as an Insolvency Professional with IBBI. Rajeev is a frequent Speaker at various National & International Forums and Conferences. He enjoys reading and traveling.
Deval V Shah
Partner & CEO
CA
He is a Partner & CEO at the firm. He is a Chartered Accountant with over a decade of experience in various domains of finance, such as Investment Management, Corporate Finance, Risk Management, Treasury and Transaction Advisory Services. He has been involved in managing investment portfolios of family offices, HNIs & UHNIs of over $150 Million, leading the team in numerous mergers and acquisitions and business valuations across Power, Steel, Healthcare & Hospital, Chemical, Infrastructure, Financial Institution, etc, managing the corporate treasury of over $ 75 Million. He started his career in credit appraisal of a business banking loans at a leading private bank in India. He enjoys reading and learning about the nuances of the businesses.
Rushabh G Shah
Partner & CIO
CA
He is a Partner and CIO at the firm. He holds a Chartered Accountancy degree and has more than 7 years of experience across Fund Management, Investment Advisory and Transactions Advisory. He specializes in managing and advising equity investments for high-net-worth individuals. His career journey includes working as a buy-side equity research analyst at a boutique investment management firm, performing research for a renowned PMS company, and sharpening his analytical skills at a transaction advisory firm. He is fond of reading company reports and professional networking.
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