Team

Sarvesh Gupta – Founder & CIO

Sarvesh has been investing in equities for more than 15 years with nearly 12 years of experience of being a full time professional investor across the listed and unlisted space.

Prior to launching Maximal Capital PMS, Sarvesh was a SEBI registered investment adviser during 2017-21 (registration number INA000007960) where he advised portfolios of HNIs, CXOs, NRIs, and family offices across listed equities and high yield debt strategies, generating double digit alpha for clients during this tenure.

Before founding Maximal, Sarvesh was the fund manager at Trivantage Capital during 2016-17, a SEBI registered PMS fund (registration number INP000004656). Sarvesh was instrumental in setting the fund from ground zero to reach multi hundred crores in assets driven by his strong performance wherein he created returns in the range of 37 to 73% across strategies. At Trivantage Capital, Sarvesh has managed both – a diversified fund as well as a BFSI focused sectoral fund.

Preceding that, Sarvesh was Principal with Gaja Capital, one of India’s leading private equity firm focused on investing in sectors across financial services, consumer products and services, education amongst others. At Gaja, he participated and often led the investment process including deal screening, promoter/intermediary meetings, company visits, financial/strategic/business diligence and research. He was the youngest at Gaja to be inducted in the top decision-making core investment team, having being promoted twice in a span of 3 years.

Yash Dedhia

Yash has over 4 years of finance domain experience in firms such as Deloitte and BPCL. Entrepreneurial in nature, Yash founded Ergo Trading, a B2B supplier for LNG before joining Maximal Capital.

He is a CA and has completed all three levels of CFA as well. He did his Bachelor of Commerce from the University of Mumbai.

Anuradha Raha – Head Operations and Compliance

Anuradha has over 9 years of experience in the BFSI sector, across Capital & Commodity Markets, Banking and Depository Services. Prior to joining Maximal Capital, Anuradha was working with First Global Stock Broking, heading Operations and Settlements.

Anuradha is a MBA Finance, with prior experience of working with HDFC Bank, Times Bank and Stock Holding Corporation of India.

Ankit Gandhi CFA, FRM
Client Relations

Ankit has over 4 years of work experience in the equity markets. Prior to joining Maximal Capital, Ankit was a Sr. Financial planner at Fntoo (previously Known as Financial hospital), a Fintech wealth management startup. There, he advised various HNI, Corporates & individuals regarding financial planning, treasury & risk management.

Ankit is a CFA® charterholder & Certified FRM®, and has completed his Masters and Bachelors in Commerce from the University of Mumbai.

Data for the month ending – 31st January 2024
Sr No	Received from	Pending at the end of last month	Received	Resolved	Total Pending#	Pending complaints > 3 months	Avg resolution time^(in days)
1	Directly from Investors	0	0	0	0	0	0
2	SEBI (SCORES)	0	0	0	0	0	0
3	Other Sources (if any)	0	0	0	0	0	0
	Grand Total	0	0	0	0	0	0
^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total number of complaints resolved in the current month.

PMS unlike anyone else in the industry

15 years of research and practice of value investing has led us to devise investment services in a unique way: unlike most peers, we focus on generating high long term returns and not on increasing assets under management, investing clients capital as we would our own.

Team