Sameeksha capital was set up by our founder, Bhavin Shah (one of the most awarded Equity Professionals) to manage his personal savings in an institutional setup. As such, he is Sameeksha’s first client. More than 99.5% of investments by Bhavin and his family in  Indian Equities are made in funds managed by Sameeksha thus achieving a total alignment of interests with Sameeksha’s clients. We are very honored and privileged to have some very successful entrepreneurs form our core client group; these clients raise the bar both for governance as well performance and aspire us to exceed their expectations. Bhavin believes in making deep upfront investments in core capabilities he views as essential to delivering superior performance. These capabilities include Human Resources as well as in-house Software development which is very rare in the industry. Bhavin works with an investment committee having collective investment experience of over 75 years as well as a nine member research team. The investment committee also includes Eswar Menon, who brings with him 25 years of experience of managing equity portfolios for which he has a solid track record. 

Drawing on from our past experience in investment research and management, we have established a well oiled investment process based on proven frameworks and backed by good technology. Our focus on process driven and technology backed research and decision making is key to our ability to deliver consistent and value added outcomes to our clients. Integrity, Objectivity and attention to detail are at the core of our value system. Most importantly, we believe in being primarily rewarded for just one thing, performance. We offer fee structures that we see as being very transparent and fair to investors with terms that may not even be required by regulation.

Our India equity strategy went live on 1st April 2016. Since Inception, we have delivered strong absolute and risk-adjusted returns vastly outpacing our benchmark and industry peers. Also, we have demonstrated consistency in performance as witnessed in our  top decile ranking for all the applicable rolling five year periods.   We have delivered this performance without taking undue risk and hence our portfolio statistics show superior risk adjusted performance ratios.

Among The Most Successful Professionals In Equities; Rated The #1 Technology Sector Analyst In Institutional Investors Polls For A Decade. Highly Respected Among Peers For His Path-Breaking Work And Thought Leadership. Rose From An Associate To Managing Director Within A Span Of Six Years In The Investment Banking Industry

Twenty Years Of Experience Building Top Research Franchises: Seven Years As Managing Director And The Global Head Of Technology At JP Morgan, Six Years As Director And Head Of Asia Pacific Technology At Credit Suisse And Five Years As Founder Of Equirus SecuritiesTrack Record Of Innovation And Excellence In Equity Research

Anchored The Rise Of Credit Suisse  From An Unknown Name In Asian Equities To A Number One Ranked Firm In Asian Equities; Head Of Asia Pacific Tech Research

Credited For Building Top Ranked Global As Well As Asian Tech Research Practice At JP Morgan As MD And Global Head Of Tech Research; Made Defining Contribution To Enable JPMorgan To Move From An Also-Ran Player To A Top Global Name In Equity Research

Built A Very Profitable And Award Winning Indian Equity Business At Equirus From Scratch On A Tiny Budget; Achieved Number Two Ranking In Asia For Idea Performance

Impeccable Track Record Of Identifying True Long Term Winners Ahead Of Others Including Samsung Electronics, TSMC, Infosys And TCS And Guiding Investors To Stay Clear Of Laggards Such As UMC And SMIC Years Ahead Of Consensus.

Mind Of An Engineer, Worked In A Team That Designed The World’s Fastest Microprocessor With A Manta “Paranoia Is The Safest Frame Of Mind”. Awarded Two US Patents.

Work Experience Of Designing The World’s Fastest Microprocessors Based On Cutting Edge Technology For Which He Jointly Holds Two US Patents

Best In Class Business Education From The World Renowned Business School: Double Major In Economics And Finance, Beta Gamma Sigma Cum Laude From The University Of Chicago Booth. Excelled In Studies Under World Renowned Faculty Such As Dr. Raghuram Rajan, Former Governor Of The Reserve Bank Of India