All our actions will be governed by integrity, respect, and trust.
We hold ourselves, our team members, and partners accountable to the highest ethical standards.
Our primary objective is the preservation and growth of our investors’ capital; we’ll not deviate from this objective.
We shall continuously build a culture of open, timely, and honest communication.
We shall always endeavor to persevere, be efficient, have fun…and seek continuous improvement in everything we do.
our Team
Parth T. Vakil
Founder, Principal
Extensive wealth management experience working with large Fortune 100 global financial institutions managing both institutional and retail investor portfolios, before forming his own PrivateWealth Management business to advise a select group of ultra high net worth (UHNW) families
- Expertise in complex overseas estate-planning/trust structures, generational transfer of illiquid assets, tax- mitigation strategies for businesses (pre- & post-exit), and cross-border transactions
- Top 40 Under 40 Financial Advisor for six consecutive years (awarded by NAIFA
- Recognition as a member of the Top Emerging Leaders in Finance in the US (awarded by Top 100 Publication)
Skilled in the structuring and implementation of unique private transactions, including:
- Managed Buy/Sell Private Placement Programs
- Offshore Private Placement Life Insurance (PPLI)
- Securitized lending & trading of medium term notes (MTNs) using precious metals and stones as collateral
Deep expertise in Asset Allocation and statistical analysis in the portfolio construction process
Ridaa Murad
Chief Investment Officer
Founded and ran multiple investment funds, managing a total of >$4B over his investment career thus far
- Founder: Veda Asset Management, Veda Multi Strategy Fund, Veda India Infrastructure Fund
Senior Executive roles with Bear Stearns, HSBC Bank, and Barclays Capital
-At Bear Stearns (NYC), Mr. Murad built and managed a prop trading book focusing on Southeast Asia, growing it to $3B by2008; at the time, Mr. Murad was the largest foreign institutional investor (FII) in all of India
- At HSBC & Barclays,Mr. Murad headed up Indian Equity Investments and was a member of the Asia Advisory committee
Co-Founded a vertically integrated Real Estate investment, management, and development company that oversees/ manages three core businesses/platforms
Possesses deep knowledge and experience in investing in all asset classes spanning hedge/private equity/venture capital funds, real assets, co-investment deals, direct lending, and currencies/commodities
John C. Whitehead Fellow of the Foreign Policy Association, member of the Harrow Association, Urban Land Institute, and Forbes Council
Prakash Diwan
Principal Officer, Managing Partner (India)
Investment Management professional with General Management, Business Development, Sales, & Marketing experience at large financial services & wealth management companies, including Prudential ICICI Asset Management, Principal Financial Group, Jardine Fleming, and GE Finance
30+ years of experience in wealth management and financial advisory services across various product portfolios and addressing a wide range of customer segments
Established and built the cross-border investments vertical in the UK for a Multi Family Office (MFO) outfit after earning trusted leadership positions within the India-based families in providing supervisory/advisory services
Global Experience: Head of cross-border investments at ALTAMOUNT CAPITAL UK, helping India-origin families to allocate capital into multiple asset classes across global markets
Regularly sought by electronic media to comment on Indian equity markets, thereby leading to frequent appearances on leading business TV channels such as CNBC TV18, CNBC Awaaz
Investor and Advisory/Board Member for various investment banks and capital market intermediaries
Jayshree Mainthia Vakil
Operations and Marketing, General Partner
Serial Entrepreneur who has founded or co-founded startups in a broad array of industries; multiple successful exits via acquisition
Active Angel Investor – prior and current investments span a variety of industries: software, supply chain, marketing, real-estate, and retail
- As an active Angel Investor, evaluates, mentors, and advises many startups in a broad range of markets
Seasoned marketing executive in the corporate world, 25+ years of experience; having led teams at major advertising agencies contributing to the growth of major brands such as Nike, Anheuser-Busch, Marriott Hotels, and General Mills
Board Member of the largest non-profit entrepreneur organization globally ('TiE'), former President of TiE Austin Chapter
Fine Artist & Author - earned numerous international awards for her semi-abstract artworks; recruited to co-author a recent book titles "Entrepreneurship For Leaders"
Tejas Vakil
Senior Advisor, General Partner
Technology Executive with 40+ years of experience in General Management, Business Development, Sales, and Marketing at global companies such as Dell Inc., Compaq (now HP), Tandem Computers (now HP)), and Bertelsmann (arvato)
- Global Experience: 3 years EMEA Vice President, Dell; managed teams in Europe, Middle East, Asia, and Latin America at Compaq, Tandem, and Sequent
Serial Entrepreneur Experience with six technology startups / early-stage companies
- Most recently, sold consumer-lending SaaS business to a FinTech industry leader
- Developed expertise in RFID and Supply Chain/Logistics in one self-funded start-up
Public Policy Interest: ran for US Congress in 2016; involved with non-partisan organizations in Washington D.C. championing fiscal responsbility
Investor and Advisory/Board member for various real estate, energy, technology, venture capital and private equity businesses
Recently brought in as CEO of Sheetak, Inc., an industry innovator in thermoelectric semi-conductor devices, operating both in the US & in India