Merisis Advisors Private Limited – Portfolio Management Services (PMS)

Fund Manager

With over 18 years of extensive experience in the Indian capital markets, particularly in public market investments, Akshay Badjate joins us. Prior to this, he held leadership positions at nascent fintech firms, concentrating on product development and investment analysis. His career also includes valuable tenures at esteemed international investment banks such as JP MorganChase, Lehman Brothers/Nomura, and Kotak Institutional Equities. From 2019 to 2023 at Alphaniti (now TORUS-Alphaniti), Akshay was instrumental in conceptualizing and developing multiple high-performing investment strategies that consistently ranked among the top 10 within the Smallcase performance benchmarks. A Chartered Accountant by profession, Akshay possesses a profound dedication to equity investing. His approach is highly analytical and data-informed, complemented by a long-term perspective on business and market dynamics. His investment philosophy has been significantly shaped by the insights found in the book "Capital Returns."

Fund Manager

With over a quarter-century of experience spanning Investment Banking, Corporate Finance, and Risk Management, this individual spearheads Fund Raising and Mergers & Acquisitions strategy at Merisis Advisors. A distinguished Technology Banker, they possess profound domain knowledge across diverse sectors including Enterprise Technology, Financial Technology, Consumer, Transportation & Mobility, and Clean Technology. Their advisory track record includes successfully closing transactions valued at over USD 1 billion across multiple industries. This includes advising more than 65 startups, facilitating 18 M&A transactions, and executing 9 cross-border deals. Previous affiliations include prominent organizations such as the Aditya Birla Group, Scandent Group, and EXIM Bank. Educational qualifications include an MBA from XLRI (Class of 1994) and Chartered Accountant certification (1994 Batch).