Valentis Advisors Pvt Ltd (formerly known as Veda Investment Managers Pvt Ltd) was founded by Jyotivardhan Jaipuria in 2015 after his 21 year stint with DSP Merrill Lynch to offer investment management services. We obtained a Portfolio Management Services (PMS) license from SEBI in 2016. Our core offering is discretionary PMS services but we also offer non-discretionary PMS and advisory services.
We are a research focused firm that endeavors to provide long term capital appreciation by investment in under-valued growth companies. We invest in companies that offer an asymmetric return for the risk we take.
The founders would invest in the same fund with you.
Performance fees incentivizes superior performance.
Easy access to founders, fund manager and analyst team.
We are happy to work with you to find customized solutions to your investment needs.
The founder has over 30 years experience in the financial industry and has successfully carved a niche for research based, non-consensus views.
“Even the intelligent investor is likely to need considerable willpower to keep from following the crowd”
– Benjamin Graham
Founder & Managing Director
Associate Director – Investment
Investment Analyst
Manager-Operations
Valentis Advisors Pvt. Ltd.
112, 11th Floor, Mittal Chambers,
Nariman Point,
Mumbai-400 021
India
Umesh Pawar has over 13 years of experience in PMS operation.
Prior to joining Valentis Advisors, he worked with Ambit Capital Private Limited and Motilal Oswal Securities Ltd and has handled their operations in the wealth as well as PMS divisions.
Umesh Pawar graduated in Commerce (B-Com) from Bombay University.
Siddharth Teli has been a research analyst primarily tracking the Banking and Financials’ sector for the last 19 years. His last assignment was with CIMB Securities/Incred Capital–he has previously worked at Religare (Head of Research), ICICI Securities, ENAM Securities and Reliance Mutual Fund.He has been rated by highly by domestic investors as well as FIIs and consistently rated in broker polls like AsiaMoney/Institutional Investor.
Siddharth has completed his MMS from Mumbai University and has graduated from NM College of Commerce and Economics.
Jyoti has an overall 32 years of experience in the Indian Capital Market including 21 years in DSP Merrill Lynch and 8 years in ICICI.
He was Head of Research and strategist for India at Bank of America Merrill Lynch. He helped build the research team as the leading research provider in India as well as one of the top institutional brokers in the country.
He was rated amongst the top strategists in India by leading institutional investors.
Jyoti has also served as a member of the Board of Directors of DSP Merrill Lynch, the Asia Pacific Research Executive Committee and Operating Committee, the India Country Leadership Team (CLT) and other management committees.
Jyoti graduated in Commerce (B.Com) from Sydenham College and has an MBA from the Indian Institute of Management, Ahmedabad.
Kalpesh has over 11 years of experience in research across various sectors.
Prior to joining Valentis Advisors, he has worked with Wallfort Financial Services Ltd., an institutional broking firm, as equity research analyst.
He was tracking different sectors like Construction, Textiles, Plastics, Consumer Durables, and was responsible for generating as well as tracking small and mid cap ideas.
Kalpesh is a Certified Financial Analyst (ICFAI) and has also done an Advanced Diploma in Taxation, University of Mumbai
