Leadership Team

Parag Shah

Founder

A chartered accountant for over 25 years, a former financial journalist, founded the business in 1998.

As on date is primarily responsible for cultivating deep relationships with fund companies and asset managers to help investors reach their long-term financial goals.

Umang Kapadia

Founder

A chartered accountant for over 25 years, founded the business in 1998.  

As on date is primarily responsible for equity investments made by clients, he has overseen continuous asset growth within the mutual fund business as by maintaining a sharp focus on macro and micro economic events. 

Miloni Tambawala

Head – Select Client Relationships

She is primarily responsible for working closely with our select client’s group. Miloni focuses on all aspects of setting the strategy for our client relationships and prioritizing our products across the firms. Miloni joined the organization in 2014 and has been an invaluable part of the business’ growth.

Dharmesh Kapadia

Head of Investment Strategies and Solutions

In this role, he leads our in-house investment teams and partners with resources across the organization to accelerate growth of products powered by VUK Finvest. Prior to working at VUK Finvest, Dharmesh was last with ICICI Bank, responsible for Business Banking Sales in South Mumbai.