Chintan Mehta

I have over 11 years of experience in the equity research, following a sector-agnostic and market-cap-unconstrained approach to generate strong alpha. I focus on independent research, customized valuation models, and active portfolio management. My work involves analyzing macro trends, identifying opportunities across listed and unlisted assets, and building strong networks with industry professionals to drive meaningful investment outcomes.

I serve as Principal Investment Manager/Investment Strategist at a reputed family office in Ahmedabad have helped them to build the family office from scratch. During my tenure, I have been closely involved in building and managing investment portfolios across direct listed equities.

What sets me apart is my hands-on approach — conducting on-ground research, Valuation, Modeling performing independent stock evaluations, and formulating asset allocation strategies tailored to each family's vision and risk appetite. Having worked in a confidential, trust-driven environment, I deeply value integrity, discretion, and alignment with the family's philosophy.

I am seeking not just a position, but a long-term partnership where I can contribute meaningfully to value creation and legacy growth.

Thank You
Chintan Mehta

Sector-Agnostic Investment Approach:

• Managed a diversified equity portfolio , identifying high compounding stories that align with the Portfolio's long-term financial goals and risk profile. Focused on value creation and capital preservation with active management and in-depthresearch.

AlphaGeneration Through Active Research:

• Over 11 years of experience in equity markets, applyingsector-agnostic, market cap-unconstrained strategies to generate substantial alpha. Implemented proprietary investment ideas across various sectors. FY23/24/25, XIRR — 16.5%,33.5%,24.5%.

Independent Research & Investment Frameworks:

• Conducted thorough independent research, Valuation Model produced detailed reports on each investment opportunity. Utilized diverse investment frameworks to arrive at well-rounded conclusions and forecast financialperformance.

Macro & Market Analysis:

• Regularly reviewed macroeconomic factors, market trends, and portfolio positioning. Updated strategies to remain responsive to market changes and ensure alignment with financial goals.

Maximizing Investment Returns:

• Developed and executed strategies to optimize returns, incorporating opportunities in equity including arbitrage. Continuously monitored market dynamics for effective portfolio positioning.

Ongoing Portfolio Monitoring & Balancing:

• Actively managed the investment portfolio to ensure balanced exposure, achieving consistent returns while aligning with the Portfolio's risk tolerance and objectives.

Deal Flow & NetworkManagement:

• Established and maintained strong relationships with intermediaries, investmentbankers, and industry professionals to identify and evaluate investment opportunities across multiple sectors, including unlisted assets.

Customized Valuation Models:

• Applied tailored valuation models to evaluate equity, AIF, and other investment opportunities, ensuring each asset was assessed based on its unique characteristics and risk-return profile.

Daily Communication with Family Members:

• Held daily meetings with the Portfolio's founders and key stakeholders to discuss critical financial decisions, ensuring all investments aligned with the family's strategy and vision.

Risk Management & Capital Preservation:

• Continuously assessed and managed risk across all investments, with a primary focus on capital preservation. Employed a conservative approach to ensure resilience in both bullish and bearish market conditions.

Clear and Actionable Communication:

• Simplified complex investment strategies into clear, actionable insights for family members, enabling confident execution of financial decisions aligned with investment goals.

Strategic Business & Investment Guidance:

• Collaborated with the family's business team to ensure alignment of investment decisions with business strategies. Guided CAPEX planning and goal setting for long-term value creation.

MBA Finance, IFMR Graduate School of Business (Countries top 30 B School)