Bhavin Shah

* Started Sameeksha Capital in 2015 to manage my personal savings in a professional set-up. Essentially mirrored what I do for investing in India as well as in the global markets in the strategy we offer * Believe in investing based on thorough research. Sameeksha has made investments in people, processes and technology to build a scalable and reliable model for offering portfolio management services. * Have delivered very strong risk adjusted performance both for India and global markets. Sameeksha’s longest running domestic equity strategy has been consistently among the best for three and five year periods including a streak of 55 consecutive months of top decile performance based on performance of five years and has the best in industry downside capture. * Our Global investment strategy has now been running for six years and has delivered superior risk adjusted returns with meaningful alpha. * Based on demand from some highly successful individuals, we launched an AIF (Alternative Investment fund) in 2022. This AIF has been ranked second among all relevant AIFs for six months in a row for three year performance. * We offer various vehicles to domestic and international to invest in our core Multi cap strategy. * We have also launched a close ended AIF with ten year tenure for investors who seek to invest in a concentrated portfolio and have a very long horizon * We have also launched a diversified investment strategy that will focus primarily on mutual funds deriving from our unique and proven expertise in selecting Mutual funds. * Assets under Management (AUM) as of November 2025 exceeding Indian Rupees 2500 crore ( US $ 300 million ) serving ~800 clients with 75% of AUM coming to us by a word of mouth. Almost two thirds of assets under management have tenure with us of over nine years versus operating history of fund approaching ten years.

Built up an absolutely top class Institutional equities franchise from scratch with a focus on mid cap equities as well as select large cap with sole focus to differentiate in a crowded space through idea generation. Led the franchise to be selected as a broker for all of the top ten mutual funds in India as well as most of the largest insurance funds and some reputed Foreign Institutional Investors and achieved top 15 ranking with many of the funds. Exited FY 2015 with 25%+ net margin. High accolades by the likes of Thomson Reuters and The Wall street journal (top three ranking) in independent and objective data driven rankings for stock picking. Identified (being the first firm to come out with institutional research) some three dozen multi bagger stock ideas including some that gave more than 10x returns. continued the 100% track record for IPO selectivity that has now been built over nearly 20 years. Ranked second across Asia for mid cap stock picking by TIM

Head of AsiaPacific Technology Research and Global sector leader for Technology Research

Established Asian Technology Research practice at Credit Suisse, ranked in top three within six months. Played an anchoring role in rise of Credit Suisse from an unknown firm in Asian equities to a top ranked equities franchise. My Asian Technology team at Credit Suisse achieved number one rankings across sectors for multiple years.