Team

Sarvesh Gupta – Founder & CIO

Maximal was founded in 2017 by Sarvesh Gupta, SEBI registered investment adviser with registration #INA000007960. Sarvesh has been reading and practising the art of value of investing for over 15 years. He has also spent the last 10 years working professionally in the investment management space across public equity and private equity firms.

Before Maximal, Sarvesh was the Portfolio Manager with Trivantage Capital, a SEBI registered PMS firm with registration #INP000004656 and assets under management and advice over INR 1000 crores. At Trivantage, he managed multiple portfolios and generated returns in the range of 37 to 73% for high net-worth individuals as well as family offices & institutional capital.

Before Trivantage, Sarvesh was Principal with Gaja Capital, one of India’s best-known private equity firm with AUM over INR 2000 crores. At Gaja, he researched and invested in a variety of companies ranging from consumer, financial services, Infra/capital goods etc.

Sarvesh is an MBA from Indian Institute of Management Ahmedabad (IIMA). At IIMA, he was ranked amongst the top 6% of students in terms of academic performance. Before IIMA, he finished his engineering at the prestigious Indian Institute of Technology Kharagpur (IIT KGP) where he was a silver medallist in his department.

Sarvesh is an avid reader and owes much of his success in investing in his diverse reading habit ranging from philosophy, psychology, strategy as well as various styles of investing.

Karan Asli, CFA – Investment Analyst

Karan has over 5 years of work experience in the equity markets. Prior to joining Maximal Capital, Karan was an investment analyst at NightHawk Capital, a US-based equity fund, for over two and a half years. There, he researched companies across multiple sectors including consumer, chemicals, autos, metals, etc.

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

Shilpa Baikar – Compliance Officer

Shilpa has over 12 years of experience in capital markets – primarily in portfolio management operations and compliance. Prior to joining Maximal Capital, Shilpa was working with Sykes and Ray Equities, a SEBI registered PMS firm, in the Operations and Compliance department. Before Sykes, Shilpa has worked with major broking firms in the institutional research department.