The Engineering of Generational Wealth
Saphalata Investment Advisors Private Limited is a SEBI-registered investment management firm established in 2021. The firm is built to preserve multi-generational wealth for family offices and institutions. Its approach reduces manager risk through a rules-based investment architecture that combines code, governance, and experience. Every decision is designed to be compliant, repeatable, and aligned with long-term capital. Its flagship, the India Core Equity Fund, is a SEBI AIF Category III open-ended fund used by families and institutions as their permanent core allocation.
Chetan Shah
Contact Person / Representative
Ashish Mundada
Founder & MD
MBA (Finance & Law), NYU Stern School of Business; MS (ECE), University of Maryland, College Park; BE (Instrumentation), Pune University
Designs and governs the firm's investment architecture, portfolio construction rules, and risk framework. Oversees system integrity, capital allocation discipline, and structural risk controls across strategies. Ex-BlackRock, Ex-Edelweiss. 20+ years across global private markets, real assets, and liquid alternatives. USD 8+ billion raised from global and Indian institutions and family offices. USD 2+ billion deployed, 40+ transactions executed. Director and Co-founder, BlackRock Private Infrastructure Credit platform. Chief Investment Officer, Integrow AMC. Built India's first pre-REIT commercial real estate product. Developed sourcing and execution platform with a INR 20,000+ crore active pipeline. Long-term relationships with 50+ Tier-1 developers, sponsors and promoters.
Shitalkumar Tapadia
Fund Administration, Finance & Taxation
Bachelor of Commerce (Banking & Finance); Chartered Accountancy Articleship
Oversees fund administration, accounting, taxation, and financial controls across Saphalata's investment vehicles. Responsible for financial reporting integrity, statutory compliance, audit coordination, and operational discipline. Ensures auditability, accuracy, and structural robustness in fund operations. 20+ years across accounting, taxation, and statutory compliance. Managed financial reporting and compliance for trusts, corporates, and investment entities. Led forensic audits and balance-sheet reviews identifying control gaps and reporting discrepancies. Represented clients before income tax authorities and appellate forums.
Chaitanya Kulkarni
Analytics & Reporting
Bachelor of Commerce; NISM Series VIII (Equity Derivatives) Certified
Supports investment research, portfolio analytics, and system monitoring. Responsible for financial analysis, regulatory reporting, trade surveillance, and portfolio-level exception monitoring. Ensures implementation consistency of the firm's rule-based investment framework. Conducted audit and compliance reviews across corporate and financial institutions. Performed financial statement audits. Supported portfolio reporting and regulatory submissions. Monitored listed equity exposures and derivatives positions. Assisted in proxy voting analysis and governance documentation.
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Asmita Sathe
Legal, Compliance & Fiduciary Oversight; Complaint Redressal Officer
Bachelor of Commerce; LL.B. (Final Year)
Oversees regulatory compliance and fiduciary controls under SEBI and other government regulations. Responsible for compliance monitoring, statutory filings, internal registers, and audit coordination. Ensures alignment of firm conduct, disclosures, and documentation with regulatory standards. Managed SEBI-related compliance processes for investment advisory and fund structures. Prepared compliance checklists, periodic filings, and regulatory documentation. Coordinated with auditors and external consultants during reviews. Maintained statutory registers and documentation controls.
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