Your Wealth Partners

Ajay Sheth, a commerce graduate and cost accountant, has over 38 years of experience in the Indian capital markets. His career began with multinational companies like Procter & Gamble and Roche Products before he transitioned into equity research in 1987. Specializing in mid-cap and small-cap stocks, his research services quickly gained a strong following among FIIs, mutual funds, and institutional investors. In 2007, he launched Quest Flagship PMS, delivering consistent alpha through a bottom-up stock selection approach. As of December 2024, Quest Investment Advisors manages approximately INR 3,000 crore (USD 350 million) in equity assets. Beyond his professional success, Mr. Sheth is a passionate philanthropist. In 2008, he founded Quest Foundation, a charitable trust supporting education, healthcare, and livelihood creation. Mr. Sheth has pledged 100% of his share of profits to the foundation, reflecting his commitment to societal betterment and empowering marginalized communities.

Dr Harsh is a management consultant and was a Partner and Senior Advisor with leading international management consulting firm Bain & Company. He has over 30 years of experience in the financial sector in India and globally where he has advised top management of companies in India, North America, Europe, Southeast Asia, Indo China, and Greater China, on issues of strategy, operations, organisation, risk management, etc. He has worked extensively on issues of corporate finance including mergers and acquisitions, alliance structuring and negotiations, valuations, review of major investment decisions for private equity and strategic investors, strategic due diligence, etc.

Dr Harsh is actively involved in policy making related to financial sector in India. He chaired the Committee on the Development of Securitisation for Housing Finance appointed by the RBI in 2019. Recently, he was a member of the Cross Border Insolvency Rules of Regulations Committee (CBIRC) of the Ministry of Corporate Affairs. He was a member of the Banking Working Group of the Financial Services Legislative Reforms Commission (FSLRC) set up by the Government of India as well as the Dr P J Nayak Committee on Governance in Banking set up by the RBI. He has been an expert witness to the Standing Committee on Finance of the Parliament on issues relating to financial sector regulation and the role of RBI. He has served on the CII National Committees for Private Equity, Regulatory Affairs and Commodity Markets. He regularly contributes articles and is a frequently invited speaker at conferences on Indian economy, banking and finance sector.

He is an Independent Director on the board of Karur Vysya Bank and had served earlier as the Chairman of the board of National Commodities Clearing Ltd..

Harsh has a Bachelors degree in Mechanical Engg from VNIT Nagpur followed by an MBA in Finance and Banking from IIM Kolkata, and an MS in Quantitative Finance and PhD in Business Economics & Strategy from the Smith School of Business of the University of Maryland USA.

Paul joined Sanlam in 2011 as an investment analyst; was subsequently appointed as Head of Manager Research in 2013 before being appointed to his current position of Chief Investment Officer (CIO) in 2017. As CIO, Paul heads up a substantial team of experienced investment professionals who look after R400bn of client funds.

As solutions architects, the team performs in-depth macro and manager research that forms the portfolio construction process, which is encompassed within a disciplined framework.

Before joining Sanlam, Paul fulfilled the roles of Head of Asset Manager research and senior Investment Consultant at Jacques Malan Consultants & Actuaries. He also gained experience as a Quantitative Analyst at RisCura Solutions.Paul is a CFA Charterholder and also has a BSc (Honours) in Actuarial Mathematics from the University of Pretoria.

A founding partner of Trilegal, Sridhar Gorthi serves on the firm’s management committee. He is a part of the corporate practice group, and is considered an authority on corporate law, M&A and private equity in the country. Sridhar has been actively involved in several high-profile cross-border and domestic transactions. His experience spans an array of sectors, including manufacturing, pharmaceuticals, insurance, banking and financial services, technology, telecom and media. He has represented international clients on inbound M&A in India as well as Indian companies on outbound M&A transactions in diverse jurisdictions such as the UK, the USA, South Africa and Indonesia. In the last decade, Sridhar has worked on some of the biggest and marquee M&A transactions in India.

CREDENTIALS

• Education: National Law School, Bengaluru
• Admissions: Bar Council of Maharashtra and Goa

RECOGNITION

• Ranked in Chambers and Partners - Asia Pacific and Global for Corporate/M&A and Private Equity (2025-2014).
• Among India Business Law Journal’s, A-list 2024 of top 100 lawyers in India.
• Asian Law Firm Leader of the Year - Asia Legal Awards 2023, Nishant Parikh and Sridhar Gorthi, Trilegal
• 'Highly Regarded’ – M&A, IFLR1000 (2019 - 2024).
• 'Leading Individual' - Corporate M&A, Legal 500 Asia Pacific (2024)
• ‘Distinguished Practitioner’ for Corporate M&A and PE – Asialaw Profiles (2024).

SELECT REPRESENTATIVE MATTERS

Heineken

acquisition of a controlling stake in United Breweries.

Goldman Sachs

investment in Aragen Life Sciences.

Piramal Enterprises

acquisition of Dewan Housing.

acquisition of Dewan Housing.

RARE

acquisition of Star Health Insurance.

Qualcomm Ventures (QV) and World's largest and highest-valued semiconductor chip manufacturer*

proposed $100 million investment in JIO Platforms.

Dr. S Subramanian brings more than 38 years of financial services expertise across investment banking and equities Currently Dr Subramanian is on the Advisory Board of a Private Equity Investment Committee and a Strategic consultant to a multi- billion dollar Indian multinational groupHe was the Managing Director and ran the Investment banking and equities business of AxisCapital and Enam for over 20 years Prior to that he ran Equity Research at UBS in India and was the country head of HG Asia and Head of Equity Research at DSP Financial Consultants He holds a PhD in Finance from IIM, Ahmedabad.