Valentis Advisors

Jyoti has over 37 years of experience in the Indian capital markets including 21 years at DSP Merrill Lynch and 8 years at ICICI. He was Head of Research and Strategist for India at DSP Merrill Lynch (later BOA-ML), where he helped build one of India’s leading institutional research teams. He has consistently been rated among the top strategists in India and has served on multiple leadership and management committees. He is a B.Com graduate from Sydenham College and holds an MBA from IIM Ahmedabad.

Siddharth has over 21 years of experience as a research analyst primarily covering the Banking and Financial sector. His previous assignments include CIMB Securities/Incred Capital, Religare (Head of Research), ICICI Securities, ENAM Securities and Reliance Mutual Fund. He has been highly rated by domestic and foreign institutional investors and in broker polls such as AsiaMoney and Institutional Investor. He holds an MMS from Mumbai University and is a graduate of NM College of Commerce and Economics.

Kalpesh has over 15 years of research experience across multiple sectors. Prior to Valentis, he worked with Wallfort Financial Services Ltd. as an equity research analyst covering Construction, Textiles, Plastics and Consumer Durables, focusing on small and mid-cap companies. He is a Certified Financial Analyst (ICFAI) and holds an Advanced Diploma in Taxation from the University of Mumbai.

Neel has over 2 years of experience in equity research. Previously, he was a Research Associate at ValueQuest Investment Advisors covering Pharma and Real Estate sectors. He has interned with Spark Family Office and Equirus Securities. Neel has cleared all CFA levels and CFP modules and graduated from Narsee Monjee College of Commerce and Economics.