Founded in 2011, Pi Square is a niche asset management firm with over a decade of experience in the listed equity space. Our fundamental, bottom-up research approach helps us identify the untapped growth opportunities. Catering to HNI, UHNI and family office clients with a wholistic approach to create consistent long-term wealth.
Our research team strives to evaluate the businesses based on the 3P strategy: Product, Profits and Promoters
| SEBI Registration Details | |
| Registered Name | Pi Square Advisors |
| Type of Registration | Non-Individual Investment Advisor |
| Registration No. | INA000018179 |
| Validity | July 05, 2023 – Perpetual |
| BASL Member ID | 2018 |
| Grievance Redressal / Escalation Matrix | |
| CEO/Principal Officer : Vishrut Pathak | |
| Email: principalofficerpisquare@gmail.com | Phone. No.: +91 2717 459 271 |
| Grievance/Compliance Officer : Bhoomi Godhani | |
| Email: compliance@pisquareinvestments.com | Phone. No.: +91 2717 459 271 |
| Address: B 1808, Navratna Corporate Park, Ambli Bopal Road, Ahmedabad – 380058 | |
| Working Hours: Mon-Fri: 10am to 6pm (except public holidays) | |
Megha is an investment analyst with more than 7 years of progressive experience in portfolio management and investment analysis with specialisation in Information technology and banking & financial services segment. Megha also assists with quantitative analysis and ranking parameters for the global holdings. She has a sound understanding of industry macros, well informed on company fundamentals and financial valuation models. Megha is also a visiting faculty at Ahmedabad University. She is a graduate from Gujarat University and holds a CFA degree.
Rishi is a CFA (L3 cleared) and has a BBA degree from Ahmedabad University. Prior to joining Pi Square he worked with one of the MBB firms and has a rich global experience of working with the top notch asset management firms. At Pi Square he looks after Consumer, Retail and Infra sector.
Hrishit is a CFA (L3 Cleared), CFP and a Gold Medalist in the field of commerce from Ahmedabad University. He looks after Auto, Pharma and Capital Goods sectors. He also worked as a quant analyst for 1.5 years prior to joining Pi Square.
Bhoomi has a rich experience in the fielding of accounting and taxation. She has been associated with Pi Square for over 5 years. She is responsible for implementing and overseeing compliance policies in line with SEBI guidelines.
Heli is an MBA graduate with specialization in Finance from Ahmedabad University having a year’s experience working with a startup in the Founder’s Office managing investor relations and currently associated with Pi Square as a Research Analyst.
