Team

Sarvesh Gupta – Founder & CIO

Sarvesh has been a professional investor across listed and unlisted space for almost 15 years.

Before launching Maximal PMS, he was a SEBI-registered investment adviser during 2017-22, advising portfolios of HNIs, CXOs, NRIs, and family offices across listed equities and high-yield debt strategies, generating double-digit alpha for clients.

Before Maximal, he was the fund manager at Trivantage Capital PMS during 2016-17. Sarvesh was instrumental in setting the fund from ground zero to reach multi-hundred crores in assets driven by his strong performance with high double-digit alpha across portfolios.

Preceding that, he was Principal with Gaja Capital during 2010-15, one of India’s leading private equity firms focused on investing in sectors across financial services, consumer products and services, and education. At Gaja, he participated in and often led the investment process including deal screening, promoter/intermediary meetings, company visits, financial/strategic/business diligence, and research.

Sarvesh has an MBA from IIM Ahmedabad and a BTech from IIT Kharagpur.

Yash Dedhia – Investment Analyst

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 – 30th June’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