About Us

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

TEam Members

Vishrut Pathak – Partner

Vishrut Pathak is an MBA from St. John’s University, with specialisation in International Finance and has a PGD from New York university in Financial Statement Analysis. He was Vice President at HNW Inc. for 6 years where he worked with leading institutional clients like Lord Abbett Merrill Lynch, CitiBank and Morgan Stanley. Prior to HNW Inc, he worked as a senior analyst for a growing Buyout firm in New York in hospitality industry (IT Hospitality Inc.). After working for 10 years with various financial firms in New York, he founded “Pi Square Investments” in Jan 2011. He has over 20 years of Investment Management and corporate finance experience and also Mentors at EDII (Entrepreneurship Development Institute of India) under CrAdLE platform.

Megha – Fund Advisor

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.

Abhijit Sinha – Senior Research Analyst

Abhijit is an investment analyst with a demonstrated history of working in the financial markets as well as the financial services industry for over 6 years. He has a comprehensive understanding of financial statements and investment strategies and is currently covering companies from the Consumer (FMCG, Auto, White Goods, Media and Retail) and Construction Materials segment. He is responsible for building complex financial models and internal quant rankings for Pi Square Investment models. He is a finance graduate from the University of London and is currently pursuing the Level 3 of The Chartered Financial Analyst® (CFA) Program

Hiloni – Research Anaylst

Hiloni is an investment analyst at Pi Square Investments. She has interned at global firms like ANG advisors, London and Duff & Phelps, US as a equity research and restructuring & transactions advisory intern respectively. Hiloni is a graduate from Mumbai university with specialization in Accounting and Finance and is currently pursuing the Level 2 of the Chartered Financial Analyst® (CFA) Program. She was one of the participants in CFA Institute’s Young Women in Investment Program 2019.

Maitri Parikh – Research Anaylst

Maitri is an investment analyst with a prior experience of 2 years working in financial services Industry. She started her career at Axience Consultancy Pvt. Ltd. as financial research analyst, assisting clients from Middle East, dealing in Middle East markets. She has a comprehensive understanding of financial statements. She is currently covering companies from automobile, chemicals, pharma, healthcare and agrochemical. She is a finance graduate from ICFAI University, Mumbai.