Investing Behind Transformative Changes
Vaikarya is an India-focused investment firm. We concentrate on identifying companies undergoing transformative changes, where the long-term future trajectory of these companies can be materially different from their past.
Investment Approach
Our investment strategy is structured around cycles of CHANGE. Our goal is to identify companies experiencing a transformative shift in growth, return on invested capital (ROIC), or shareholder-friendly actions.
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First Cycle: We focus on special situations where stocks are poised for significant changes, such as management shifts, corporate actions, or regulatory developments.
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Subsequent Cycles: We invest in quality compounders that continue to build on these initial changes, compounding value ahead of the market over time.
We prioritize under-researched or out-of-favour stocks with a long growth runway.
Our portfolio construction centres on creating a concentrated, best-idea stocks collection that captures the most attractive opportunities across market caps and sectors.
Team
![[Avnish Tiwari] Black-Side 1x1 PofilePic.png](https://static.wixstatic.com/media/eaca83_c33aa9a9f6af4e68ba9619d0b9982d8a~mv2.png/v1/fill/w_71,h_78,al_c,q_85,usm_0.66_1.00_0.01,blur_2,enc_avif,quality_auto/%5BAvnish%20Tiwari%5D%20Black-Side%201x1%20PofilePic.png)
CIO
Avnish Tiwari
Avnish Tiwari is the CIO and Partner. Before Vaikarya, he was the Managing Director at East Bridge, leading its India office. Before East Bridge, Avnish Tiwari worked with Franklin Templeton and Fidelity, focusing on investments across various sectors and geographies. He holds an M.B.A. from the Wharton School at the University of Pennsylvania and a B.Tech. from the Indian Institute of Technology, Bombay.
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Senior Investment Professional
Rahul Kumar
Before Vaikarya, he was a senior investment analyst at Singular Capital. Before Singular, he worked with ArthVeda fund, CIMB, Jefferies and Tata Motors. He holds an M.B.A. from Indian Institute of Management, Ahmedabad and a B.Tech from Indian Institute of Technology, Kharagpur.
Data Analyst
Prashant Kadam
Prashant Kadam is a Data Analyst at Vaikarya. Before Vaikarya, he worked with Decimal Point Analytics. He holds a Bachelor’s degree in Engineering (B.E.) from D. J. Sanghvi College of Engineering, Mumbai.
Senior Investment Professional
Avnish Burman
Avnish Burman is a senior investment professional and Partner. Before Vaikarya, he was a Principal at East Bridge. Before East Bridge, Avnish Burman worked with IIFL, Dr. Reddy's, and Biocon. He holds an M.B.A. from the Indian School of Business and a B.Tech. from the Indian Institute of Technology, Delhi.
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Chief Operating Officer
Gaurav Shetty
Gaurav Shetty is the Chief Operating Officer at Vaikarya. Before Vaikarya, he worked with Treelife. Prior to Treelife, Gaurav worked with PwC. He is a Chartered Accountant and holds a Bachelor of Law (LL.B) degree.
