Founded in 2011, Pi Square Investments is a premier asset advisory firm with over 1,000 Crores in assets under advisory, catering to more than 100 pan-India clients and 10+ multi-family offices, and led by founder and Chief Investment Officer Vishrut Pathak, who brings over 20 years of financial market expertise. The firm utilizes a fundamental, top-down research approach backed by its proprietary 3P (Product, Price, and Promoters) strategy to identify untapped growth opportunities via its robust product ecosystem that spans India and Global equity solutions, AIF and pre-IPO access. Pi Square takes a disciplined GARV (Growth at Reasonable Value) approach to capture small and mid-cap anchor investments. Catering to HNI, UHNI and family office clients with a wholistic approach to create consistent long-term wealth.
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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.
