Our Team

Academically, he has done his Graduation in Economics and Post-graduation in Business Management with specialization Finance.

These qualifications are combined with the long rich experience of 50 years in Banking, Management Consultancy, Real Estate and more than 25 years in Capital Market.

Mr. Hemant Desai is the fund manager of our "AI Dynamic" PMS plan.

He has attended numbers of academic programmes including Global Advanced Management Development programme of ISB – Kellogg.

He has served on Boards of ANMI, BSE Brokers Forum and is Managing Committee member of Chamber of Commerce for over 30 years. He is Founder Trustee of Shree Goverdhan Trust.

Shaival Desai is an MBA from Narsee Monjee Institute of Management, Mumbai. He is in business for 10 years. He is a Director of Company. His key roles are Fin Tech, HR and Digital Marketing.

Varsha Desai is a co-promoter and Director of the company.

She is a Commerce Graduate. She has experience of Banking for about 10 years and investment services of over 25 years.

Mr. Siddharth Mandalaywala manages two of our PMS plans "Legend" & "Marvel". He has 14+ years of experience in Indian capital market. By qualification, he is an MBA, specialization in Finance, he has thorough knowledge of all macro and micro economic aspects. He has very good understanding of Fundamental Analysis. He possesses good judgment and has high level of skin in the game as all his savings is into Equities (100%).

Mr. Jenish Rana is working with CONCEPT since 2014 and having experience of 8 years in capital market. MBA with specialization in Finance, he is designated as Business Development Manager in CONCEPT and leading marketing and sales team. He is managing Business Development for PMS & Investment Advisory and serving HNI/UHNI/Associate segments for Investments particularly. He is very passionate for the job and has commitment of continuity.

Mr. Bhavesh Rana is an MBA Finance with experience of more than 8 years in Capital Market and finance discipline. He has joined CONCEPT in 2014. As a Business Development Manager in CONCEPT for Distribution of Investment Products, his role is to focus on Business Development in Mutual Fund, Advisory, serving HNI/UHNI client segment for Investments particularly and other Investment products likes NCDs and Bonds.

Navid Virani is a CFA charter holder and a Business Graduate (Marketing).He has more than 4 years of work experience in the Equity Research field. Prior to joining Concept Investwell Pvt. Ltd. in 2019, he worked as an Equity Research Analyst at Stoic Investment Advisors for more than 2 years.

Rojaline Swain is a CFA (U.S) level III candidate and a Post Graduate (Finance). She has more than 4 years of work experience in the Equity Research field. She started his career with with Concept Investwell and is associated with us since then.

Sanjay Ladha is aa CFA (U.S) level III candidate and a Business Graduate (Finance). He has more than 4 years of work experience in the Equity Research field. Prior to joining Concept Investwell, Sanjay worked at Perfect Group as an Equity Research Analyst for 1 year. 

Chirag Maroo is a Business Graduate (Finance) and a CFA level III Candidate. He has more than 2 year of experience in the field of Equity Research.

Latika Jetha is a Chartered Accountant and a Bachelor of commerce. She has more than 2 years of work experience in the Equity Research field.

Mr. Sachin Jain is having experience of more than 5 years in capital market and by qualification he is MBA in Finance. He is working with CONCEPT as a Relationship Manager since 2016. He is responsible for marketing activities for Mutual Fund Service and other Debt investment services like Corporate FDs, NCDs and Bonds.

Mr. Hardik Mishra is having Experience of more than 4 years in the capital market and by qualification he is Bachelor of Commerce in Computer Applications. He is working as a Relationship Manager at Concept Investwell Pvt Ltd Since 2017. He is responsible for marketing activities for Portfolio Management Service and other Investment services.

Mr.Shyamal Makvana have Experience of 3 Years in Capital Market. He is Responsible for Marketing Activities of Wealth Products and Mutual Fund, apart he is having good Expertise on Technical Analysis and Derivative Instruments. He is Strong Finance Professional with Master of Business Administration Focused In Finance Specialization.

Mr. Sanket Khatri, an environmentally self motivated sales professional with academic background of MBA FINANCE. Experiencing business development, relation management since 3 years and adding skills and value from it. Have manage NRI & Retail clients along with new sourcing.

Ms. Avni Randeria is B.Com from South Gujarat University with 20+ years of Operations Management experience where she has contributed bit as professional with Banking, Telecom, Equity – Retail & Mutual Fund. She has joined CONCEPT in 2014 as MF Backoffice Assistant.

Ms.Krutika Patel is M.Com from VNSG University with 6+ years of Operations Management experience where she has contributed as a professional in Equity & Mutual Fund Markets.

He is working in CONCEPT as a Senior Accountant. He is graduate in Bachelor of Commerce (B.Com). Since 2007, He is with CONCEPT and assisting Account Head in Accounting, Banking, Taxation and GST for the Company.

Ms. Naina Chauhan is B.Com from VNSGU with 2 years of Operations Management Experience where she is contributing as a back-office assistant in Mutual Fund & Accounts. Additionally, she is coordinating with Digital Marketing team.