Fundraising Fox

Bhavik Mehta

Investor

Principal at Roots Ventures

Mumbai, Maharashtra, India

About

Principal with over 10 years in equity research, portfolio management and venture capital. He previously worked at Brescon Family Office and Kalaari Capital's Kstart seed fund, and is a CA holding CFA and FRM qualifications.

Experience

  1. Roots VenturesPrincipalcurrent2024 β€” present
  2. Roots VenturesVice President2021 β€” 2024Mumbai, Maharashtra, India
  3. Roots VenturesInvestment Professional2018 β€” 2021Mumbai, Maharashtra, India
  4. EduPristineSenior Professor (Part Time)2013 β€” 2019Mumbai Area, India
  5. Brescon Family OfficeChief Manager- Invesments2017 β€” 2018Mumbai, Maharashtra, India
  6. Kalaari CapitalFellow, Kstart- A seed stage initiative.2016 β€” 2017Bengaluru, Karnataka, India
  7. Arete Investment ManagersPortfolio Management2015 β€” 2016Mumbai Area, India
  8. Sykes and Ray GroupPortfolio Management2012 β€” 2015Mumbai Area, India
  9. PR GANDHI & CO.Article2008 β€” 2011

Education

  1. CFA InstituteCleared all 3 Levels of the CFA Course2012 β€” 2014
  2. GLOBAL ASSOCIATION OF RISK PROFESSIONALS (GARP)FRM, RISK MANAGEMENT2012
  3. The Institute of Chartered Accountants of IndiaCA2007 β€” 2011
  4. H.R. College of Commerce and EconomicsBCOM, COMMERCE2005 β€” 2010
  5. HVB AcademySSC1996 β€” 2005

Skills & more

Tax5Financial Reporting6Statutory Audit2Financial Analysis17Corporate Finance10Auditing8Internal Controls2Accounting3Income Tax4Financial Accounting2Portfolio Management1Management Consulting
+5 moreInvestmentsFinancial PlanningFinanceBusiness StrategyStrategic Financial Planning

Languages English Β· French

  • Certificate in ESG Investing β€” CFA Institute
  • FRM β€” GARP FRM Program
  • CFA β€” CFA Institute

From Bhavik's professional profile.

Same school

Shared employers

Colleagues at Roots Ventures