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

Bhoomi Godhani

Compliance Officer

Deep Shah

Technical Analyst

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.

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 Jhaveri – Research Anaylst

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.  

Deep is a B.Com (Hons.) graduate from GLS University. He has cleared Chartered Wealth Manager affiliated by the American Academy of Financial Management. He is skilled in technical analysis with over 2 years of experience in the Indian markets.