My Journey
You only have to be right once
Failed CA practice, cricket turf, restaurant, and real estate — to a thriving financial markets business.
It all started in 2008 when I started my articleship for Chartered Accountancy at KPMG. I was fortunate to have audited ICICI Bank, Reliance Capital Asset Management, HSBC and MCX. I learnt so much about capital markets that the stock market bug bit me.
Post qualification in 2011, I joined CRISIL Research in Pune on the HOLT team valuing European banks and NBFCs. I eventually decided to quit and start my own venture.
Timeline
The path so far
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2008
KPMG articleship
Started CA articleship at KPMG. Audited ICICI Bank, Reliance Capital Asset Management, HSBC and MCX — and caught the capital markets bug.
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2011
CRISIL Research
Joined CRISIL Research in Pune on the HOLT team, valuing European banks and NBFCs on a proprietary CFROI model. Decided the corporate path was not enough — and left to build.
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2012
Scale Up is born
Scale Up Financial started with one person. High confidence, hard lessons, setbacks after setbacks. Where you have nothing to lose is when you win.
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2012–2019
Slow build
Scale Up went through ups and downs and grew from 2 members to 8. Survival first; scale later.
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2020
Risk management breakthrough
When NIFTY was down ~40%, we were in positive. The power of derivatives with disciplined hedging: survive large moves, stay in the game. It’s not the best who wins — it’s the last man standing.
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2023
GIFT City fund licence
Received the licence for a dollar-denominated Category III AIF out of GIFT City. Sattvic Wealth Bharat Fund serves foreign and NRI investors in the India growth story.
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Today
Three businesses
By God’s grace, a team of ~50 traders across Scale Up, House of Alpha, and Sattvic Wealth — still learning, still teaching, still standing.
Apart from business, I am passionate about helping people — NGOs focused on children’s education, women empowerment and senior citizen welfare. I am an avid cricket lover, and if anyone wants to learn finance or trading, they can come to the office and learn as long as they like.
Feel free to reach out if you want to have a coffee.