Mahendra Kapadia
Mahendra is a qualified commerce graduate and started his career back in 1969 with Fulford India Ltd. multinational pharmaceutical company. In his past stints, he was a material manager in Fulford.
In 1992 he took volunteer retirement and started his career in Investment consultant advisory services in Finance.
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He is driven by his passion of identifying growth stocks and brings with him more than four decades of rich industry experience in financial advisory services and setting strategic goals.
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He believes that fundamental research is not just about crunching numbers and scanning balance sheets; it also adds meaningful value to investors by discovering compelling investment ideas over the long term.
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He is passionate about cricket and also spends his creative time & resources in furthering the cause of giving and sharing as a social responsibility.
His personal value system includes layers of spiritual guidelines which drive the basic design principles of his companies.
Ajay Kapadia
Ajay is qualified commerce Post Graduate in Business Management Finance and has an entrepreneurial spirit coupled with high levels of passion & commitment.
He has more than a decade of experience in growing businesses successfully from a start-up stage.
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He setup Shri Ram investments under the guidance & mentorship of Mahendra Kapadia to pursue his vision of providing high quality Equity advisory services in equities.
He has acquired a rich experience and insight in the field of equity research and financial marketing.
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He believes that a business should benefit all stakeholders of the society.
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Apart from spending quality time with his family, he is passionate about cricket and loves to travel new destinations.
Bijal Kapadia
Bijal is qualified Graduate in Bachelors with Banking & Insurance and Post Graduate in Business Management Banking stream.
She is highly motivated, creative and versatile individual with more than a decade of experience working into various profiles of Retail Banking, Project Management, Training and Quality. In her previous stints, she has worked with HSBC Group & Quikr Pvt. Ltd.
She joined Shri Ram Investments in 2018. She obtain certifications in Mutual fund Distributors & Equity Derivatives with National Institute of Securities Markets (NISM) and got trained into Fundamental analysis on equity research & investments.
She was driven by her passion of identifying right investment opportunities in Mutual Funds, Fixed deposits and Non-Convertible debentures for the investors to achieve their investment goals through financial planning, consultancy, education and awareness on investment products.
She is bitten by a travel bug, loves to meditate and can never say no to freshly brewed coffee.