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Private Investment Management

business man
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Direct relationship

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focused on protecting and building wealth

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investing looks better with long-term view

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aligned interest

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Independence

Pinnacle Overview

Since our inception in 2008, our mission has been to help clients achieve their financial objectives and to serve them with integrity. We accomplish that by focusing relentlessly on our long term performance capabilities and by staying true to the objectives of our investment strategies.

Our team has strong analytical skills and understands what drives a company’s long term prospects, while discounting unimportant factors. We’ve built expertise across multiple asset classes, from fixed income and equities to directly owned real estate and alternative-strategies designed to support a wide range of client needs.

Over the years, we’ve developed a comprehensive investment process, which ensures that we remain true to our investment philosophy. This process dictates how we analyse a potential new investment and when we sell a current holding.

Our strength lies in our differentiated investment criteria, the rigor with which we apply this criteria, the disciplined and repeatable nature of our investment process, and the quality of our investment team.

Our Team

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He is the chief architect of our investment philosophy, and the key driving force behind the strong risk management and research capabilities of the firm. He is a CFA Charterholder from CFA Institute, USA. He graduated with a B.B.A. (Hons.) in Finance from Heriot-Watt University, UK. With almost a decade of experience in the Indian equity markets, he has a solid understanding of fundamental analysis and derivatives strategies. He is also actively involved with Rotary International.

Mr. Parth Patel, CFA, Founder and Chief Investment Officer
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She undertakes detailed fundamental analysis and develops financial models for the stocks in our research universe. She is also well-versed in credit analysis in the fixed income space. She has successfully cleared all 3 levels of the CFA exams (Charter Pending). She also holds a B.B.A. in Finance & Marketing from Ahmedabad University. Prior to joining us, she worked with Arya Fin-Trade (India) Pvt. Ltd., Ahmedabad as a Research Associate.

Ms. Naiya Thakkar, Research Analyst
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He oversees the day-to-day operations of the firm, and is responsible for maintaining and coordinating reports, procedures and processes related to our investment activities. He has rich experience of about 8 years in the finance and real estate fields. Prior to joining us, he worked with Keya Realty Pvt. Ltd., Vadodara as an Assistant General Manager.

Mr. Suraj Pandit, Manager - Operations and Compliance

Contact

Address

  • Pinnacle Asset Management
  • Opp. Municipal Market, Subhash road, Gamdivad, Anand, Gujarat - 388001.

Contact

  • 91 9377986944
  • 91 9428903995
  • info@pinnacleamc.com
  • www.pinnacleamc.com

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