Asset Management

In-depth- Precise- Actionable

Investment Excellence, Beyond the Ordinary

Dolat Group's foray into Asset Management through Alternative Investments and Portfolio Management Services.


Our capabilities are built to provide a spectrum of differentiated products designed to reflect our group's strengths of proprietary strategies and superior tech infrastructure. This helps meet varying client investment objectives across the risk-return spectrum.

Our Clientele

We are equipped to cater to the discerning needs of High-Net-Worth Individuals (HNIs), Ultra-High-Net-Worth Individuals (UHNIs), and Family Offices. ensuring a seamless and exclusive experience for every Investor segment.

Our Vision

To consistently deliver actionable ideas through a differentiated and in-depth understanding of business, indicate market trends and strive to highlight critical variables first in the market, all in the pursuit of the benefit of our clients.

Our
Investment Philosophy

Elevating Investment Experiences for the Discerning Investor

Fulfil Investor Mandates

We deploy time-tested proprietary algorithms to develop financial solutions. Our strategies are designed to meet investors’ objectives with risk-adjusted returns and fulfil their mandates.

Unique Edge with Insights

Our deep fundamental understanding, coupled with an edge in derivatives and quantitative research, helps us provide critical insights.

Collaboration for Differentiated Strategies

We work collaboratively towards evolving to craft differentiated strategies that keep us ahead and help investors benefit from the latest innovations.

Our Process

Propelling Sustained Excellence with the Dolat Edge

Fundamental Foundations

Our capabilities are grounded in providing returns that leverage the group’s comprehensive strengths. We combine our expertise as a top-tier research house with advanced derivatives and quantitative technologies to deliver robust and specialized investment solutions.

Technological Edge

Utilising proprietary algorithms, developed with superior tech infrastructure, we can effectively curate and implement proprietary strategies to optimise market dynamics. As a result, we offer our investors not only performance but superior control over their investment outcomes.

Strategic Excellence

Our asset management process stands out due to our proprietary strategies, which focus on intensive research and robust risk management frameworks to optimise outcomes. We leverage our deep domain knowledge to capitalise on lucrative opportunities with precision.

Risk Management Focus

Risk management is integral to our strategy formulation. Our risk management framework is developed with cutting-edge quantitative models and driven by seasoned expertise. It enables us to consistently achieve and surpass investors' expectations with reliable risk-adjusted returns.

Our Service Providers

Nuvama Custodial Services Limited

Address: 801 to 804, Wing A, Building No 3, Inspire BKC, Bandra East, Mumbai 400051

State Bank of India
ICICI Bank Ltd.

KFin Technologies Private Limited

Address: Selenium Building, Tower-B,
Financial District, Nanakramguda,
Serilingampally, Hyderabad,
Telangana, India – 500 032

Vijay Mehta & Co

Chartered Accountants
Address: Office#602, Ashok Heights, Nicholas Wadi Road, Gundavli, Andheri (East), Mumbai – 400 069

Price Waterhouse & Co LLP

Address: Sucheta Bhavan, Gate No. 2, 11-A Vishnu Digamber Marg, New Delhi 110002

IC Universal Legal

Advocates & Solicitors
Address: 209, Hubtown Solaris
Prof. N.S. Phadke Marg, Andheri (East),
Mumbai – 400 069

Our Core Team

Purvag Shah

Managing Director, CIO & Fund Manager

Read More

Dinesh Giridhar

MD & CEO - Asset & Wealth Management

Read More

Sheetal Kubadia

Director- Head of Products Asset & Wealth Management

Read More

Suryanarayanan Saikumar

CEO’s Office Asset & Wealth Management

Read More

Subiir Hari

Director - Business Development Dolat Asset Management

Read More

Sameer Divekar

Operations & Risk Management Head Dolat Asset Management

Read More
Name of AIF Scheme
Particulars
Dolat Absolute Return LLP
Dolat Multi Strategy Long Short LLP
SEBI Registration Number
IN/AIF3/20-21/0832
IN/AIF3/23-24/1346
LLP Identification Number
AAT-4668
ACA-1991
Registered Office Address
A Wing -1203 Naman Midtown, Senapati Bapat Marg Prabhadevi, Mumbai 400013
Category
Open Ended Category III Long short
Investment Manager
Dolat Capital Market Pvt.Ltd
Fund Manager & CIO
Purvag Shah
Name of Compliance Officer & contact details
Arush Chaturvedi; Email id - arushc@dolatcapital.com
Purvag Shah
Managing Director

A third-generation business leader from the Dolat Group, Purvag inherits a legacy of over 60 years of pioneering expertise in crafting intricate Trading and Derivative Strategies. Renowned for their unique ideation and methodology, these strategies have been effectively employed in Fund Management at the Dolat Group’s Proprietary business and Dolat Capital’s Alternative Investment Strategies.

Purvag initiated the transformation of Institutional Equities Businesses and the group’s foray into Asset Management and Private Wealth. At Dolat Capital, Purvag plays a pivotal role in shaping business and investment strategies and overseeing risk management.

Purvag holds an MSc. in International Securities and Investment from Reading University.

Dinesh Giridhar
MD & CEO - Asset & Wealth Management

Dinesh has over two decades of experience in the Financial Services Industry across Private & Consumer Banking, Wealth Management, and Family Office Business, and has a deep understanding of Financial Markets and Products and Asset Allocation strategies.

He was a part of the founding team of Anand Rathi Private Wealth, where he spent over 10 years, and last served as Executive Director and Business Head for the Private Wealth and Digital Wealth businesses. He also founded a Multi-Family Office Consultancy, where he has set up and managed Family Offices of some of the large groups across the country.

Sheetal Kubadia
Director - Head of Products Asset & Wealth Management

Sheetal Kubadia serves as the Head of Products for Asset & Wealth Management at Dolat Capital Markets Private Limited. Her primary focus involves identifying and developing new product opportunities driven by client needs, market dynamics, and input from investment teams. She collaborates closely with cross-functional teams, including investment management, sales, and marketing, to ensure successful product launches. Additionally, she oversees the management of existing products across their lifecycle, from conceptualization to design, governance, and ongoing management. She conducts thorough market research and presentations to pinpoint new product opportunities, analyzes competitor offerings, and stays abreast of industry trends.

With over 15 years of experience in the finance industry, Sheetal possesses expertise in research, content creation, investment analysis, and advisory services. In her prior role as Director of Investment Product Research at Waterfield Advisors, she adeptly managed the research, ranking, and selection process for mutual funds, portfolio management services (PMS), and alternative investment funds (AIFs). She was responsible for establishing a robust credit evaluation framework, closely monitoring rating changes, and actively tracking market trends and economic events. Throughout, Sheetal provided valuable product advice to clients, showcasing her deep understanding of the financial landscape.

Suryanarayanan Saikumar
CEO’s Office Asset & Wealth Management

With over 16 years of diverse and cross-border Financial Services and FinTech experience, Surya brings invaluable operational and strategic expertise to Dolat’s Wealth & Asset management business. His proficiency encompasses Investment strategy, Digital marketing, Partnerships, Technology integration, and Human Capital management, ensuring seamless alignment across all business verticals.

Surya has a proven track record as an astute Wealth Advisor, having held key roles at ASK Wealth, Anand Rathi, and Religare Macquarie. Notably, he played a pivotal role in establishing the Digital Wealth Practice at Anand Rathi as a founding team member. Leveraging his global exposure in Wealth Technology, he helps Dolat Group partner with cutting-edge technologies, driving operational efficiency.

Surya holds a Bachelor’s degree in Electronics and Masters Degrees in Marketing and Finance.

Subiir Hari
Director - Business Development Dolat Asset Management

Subiir possesses over 17 years of progressive track record in Financial Services space across Alternate & Core Asset Management, Private Wealth Management and Insurance businesses.

Before joining Dolat Alternates, Subiir held positions at Renaissance Investment Managers, Motilal Oswal Wealth, and Aditya Birla Capital Group. He played a pivotal role in strategic leadership at Renaissance, contributing significantly to the establishment and expansion of sales and distribution channels nationwide, surpassing set milestones.

In his new role, Subiir will lead efforts in driving sales and establishing a robust distribution network for our Alternate Asset Management business.

Sameer Divekar
Operations & Risk Management Head Dolat Asset Management

Sameer leads the operations and risk management functions of the AIF (Alternative Investment Fund) business at Dolat Capital, playing a pivotal role as a key member of the investment team for existing AIF schemes. With over 19 years of experience in the operations domain within the Indian asset management industry, Sameer specializes in fund setup, product structuring, banking and settlement, fund accounting, as well as Mutual Fund (MF) and Portfolio Management Services (PMS) operations.

Before joining Dolat Capital, Sameer held positions at Nippon Life AMC, HDFC AMC, and SBI Fund Management Pvt. Ltd. He holds a Bachelor’s degree in Commerce (B.Com), a Post Graduate Diploma in Business Administration (PGDBA) with a specialization in finance, and is a Certified Financial Planner (CFP®) certified by FPSB India.