SEBI Registered Investment Adviser · Fee-Only · Fiduciary | SEBI Reg. No.: INA000018957

About Kanika Shah

Kanika Shah
20+ Years Experience

Key Highlights

  • 20+ Years Experience
  • CFA Charterholder
  • SEBI Registered Adviser
  • Equity Research Expert
Experience: 20+ Years

Kanika Shah

Founder & Partner

Core Expertise

Equity Research Financial Analysis Investment Advisory

Kanika brings over two decades of expertise in the investment domain, spanning financial analysis, equity research, and investment advisory. She began her advisory journey in 2019 as a SEBI Registered Investment Adviser, offering customized solutions designed to help clients achieve their long-term financial objectives.

Her earlier career included significant contributions at the India operations of D. E. Shaw & Co., a leading U.S.-based hedge fund, where she held multiple roles and notably established and led the equity brokerage research practice as part of its joint venture with Reliance Industries. Kanika commenced her professional journey with UTI Asset Management Co. as an equity research analyst.

Kanika holds a Master’s in Management Studies in Finance from Narsee Monjee Institute of Management Studies and is a CFA Charterholder. Beyond her professional commitments, she actively volunteers with the CFA Society of India and the Association of Registered Investment Advisors (ARIA), contributing to industry development and community initiatives.

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