About – Caprize Investment Managers | About Us – Trusted Portfolio Experts

About Us

About Us

Founded in 2020, Caprize Investments is a financial services firm dedicated to helping individuals and corporations achieve their long-term investment goals. Our core value lies in building strong, lasting relationships with clients.

Your Investment Journey Starts Here

Investment Expertise

Investment Expertise

Experienced Team

With a combined 50+ years of experience in Indian capital markets, Caprize boasts a team with diverse backgrounds in finance and technology.

Data-Driven Approach

We combine fundamental analysis with quantitative reasoning to identify promising investment opportunities, focusing on companies with strong earnings growth potential and favorable technical patterns.

Proprietary Models

Caprize utilizes proprietary models to seamlessly execute their investment strategies.

Investment Expertise

Investment Philosophy

We prioritize risk management and asset allocation to <br>deliver superior risk-adjusted returns, adhering to strict<br> disciplinary guidelines..

Sustainable Wealth Creation

Our focus is on building sustainable wealth for clients over
time, regularly reviewing and adapting our strategies
based on market conditions..

Disciplined Approach

Discipline is paramount at Caprize, guiding all our
investment strategies..

Investment Expertise

Investment Process

Thorough Research

Deep analysis is conducted to determine a strategy’s risk thresholds and risk-reward potential before implementation.

Thorough Research

Deep analysis is conducted to determine a strategy’s risk thresholds and risk-reward potential before implementation.

Thorough Research

Deep analysis is conducted to determine a strategy’s risk thresholds and risk-reward potential before implementation.

Thorough Research

Deep analysis is conducted to determine a strategy’s risk thresholds and risk-reward potential before implementation.

Thorough Research

Deep analysis is conducted to determine a strategy’s risk thresholds and risk-reward potential before implementation.

Thorough Research

Deep analysis is conducted to determine a strategy’s risk thresholds and risk-reward potential before implementation.

Investment Expertise

Caprize emphasizes a structured investment framework that goes beyond initial
due diligence. We believe that ongoing monitoring and analysis are crucial to
success, particularly in small and mid-cap companies. This framework emphasizes:

The Caprize Difference

Caprize goes beyond simply identifying good investments; we actively assess potential risks and ensure each decision aligns with our commitment to long-term value creation for our clients. Our meticulous approach ensures a well-considered climb towards achieving the best possible outcomes.

Meet Our Team of Experts

Paras H Chedda

Founder & Director

Paras H Chedda brings over 20 years of experience in the financial sector, having previously served as Ex-SVP at Nuvama Wealth Management. He possesses deep expertise in equity investing, institutional sales and trading, along with a strong understanding of risk management and compliance frameworks.

Saarthak A Kothari

Founder & Director

Saarthak A Kothari has more than 18 years of experience, including his tenure as Ex-SEA at Nuvama Wealth and Systematix. His core strength lies in equity investing, institutional sales and trading, complemented by robust capabilities in risk management and compliance frameworks.

Piyush V Mehta

Co-Founder & CIO

Piyush Mehta brings over 18 years of experience, with prior associations at Nuvama, B&K, Emkay, and Motilal Oswal. He specializes in fund management, with a keen ability to identify high-growth opportunities while maintaining a strong focus on risk management.

Sharad Tripathi

Co-Founder, IB & Private Markets

Sharad Tripathi has over 18 years of experience, having previously worked as Ex-SVP at Nuvama Wealth and B&K Securities. He specializes in investment banking, private markets, equity syndication, corporate advisory, and structuring.

Mr. Purves Chaudhari

Fund Manager

Purves Chaudhari brings over 6 years of experience in fund management, portfolio advisory, and equity research, currently serving as a Fund Manager. Previously, he worked as Principal Officer at Swyom Advisors..
Where he contributed to stock selection, portfolio construction, investor relations, and compliance. He follows a research-driven investment approach focused on growth inflection points, aiming for long-term wealth creation with disciplined risk management.

Venkata Sai Siddhartha

Research Analyst

Siddhartha, an IIT and IIM graduate, has over 2 years of experience with Caprize and ARGA Investment Management. His expertise lies in sector research, opportunity identification, client engagement..
and channel checks. In his professional role, he evaluates industries, tracks emerging opportunities, conducts client meetings, and performs on-ground checks to gather valuable market insights.

Sushrut Gokhale

Research Analyst

Mr. Sushrut Gokhale is a research analyst at Caprize. He has completed his B.E in mechanical engineering and has been associated with Caprize since its inception. His role involves analyzing various sectors.. tracking opportunities, performing visits, and conducting channel checks.

Join Us

Are you passionate about stocks and driven by a desire to excel in the world of finance? Join our team at Caprize! We are always on the lookout for talented individuals who share our enthusiasm for the stock market and are eager to contribute to our dynamic team.

SEBI Registered Research Analyst
Reg No: INH000015446
(Validity: 14/03/2024 – Perpetual)

Compliance Officer – Sushrut Gokhale
022 6239 2018, 9226656066

Office No. 1104
Lodha Supremus
Dr. Elijah Moses Road
Worli Naka
Worli – 400018

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8657 Elmwood Avenue Logansport, IN 46947

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(910) 658-2992

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educational purposes only and is not a solicitation to buy any of our products

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