Shrey is a qualified investment professional in Global Financial Markets from Bombay Stock Exchange having 5 years + investment experience in Global Capital Markets. He has done his Masters & Bachelor’s degree from Mumbai. Also due to his keen interests in continuing education & financial markets, he is pursuing his CFA Level II program from CFA Institute.

Currently he is serving as a Global Asset Allocator at Ashika Global Family Office Services where he serves family offices above $15 Million (Rs 100 crores) for active entry & switch points across Asset Classes & Product Categories by analyzing the cyclical movement of various Asset Classes, Global Liquidity & other Macro factors.

As a corporate, we deeply study the life-stage of the Economy, Industry, and Business Model before sharing any investment solutions to our Global Family Offices & UHNI Investors. Our investment philosophy is “Invest Rightly, Switch Timely”. We believe each Economy & Asset Class has their own cycle & in each cycle different kinds of businesses perform; hence we don’t focus much on past performance rather, we try to identify these emerging sectors & asset classes well in advance. We focus on underlying value in each asset class & keep rebalancing it timely.

For Next-Gen Entrepreneurs: We Periodically serve innovative products like Wine AIF, New age start-ups across Fin-tech, Artificial Intelligence, Lifestyles & consumption themes.

We provide services such as Merchant Banking, Investment Banking, Debt Syndication, Global Family Office Solutions, Start-up fund advisory (pre-VC as well), Equity broking & related services, Alternative Investment Fund (Cat-3 AIF). As of date 100+ FIIs & DIIs trade on our platform. We do private placements of stocks with FII & DII. We serve 1.26 lakh investors with 300+ team members across India.