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

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.

Colleagues at Roots Ventures

Aasma Shaikh
Analyst at Roots Ventures
Apurva Chamaria
Advisor at Roots Ventures
Dr. Mani Agrawal
Advisor at Roots Ventures
Gaurav Navani
Senior Associate at Roots Ventures
Harinder Takhar
Advisor at Roots Ventures
Japan Vyas
Managing Partner at Roots Ventures
Karanpal Singh
Investing Partner at Roots Ventures
Manish Valecha
Compliance Manager at Roots Ventures

Frequently asked questions

Who is Bhavik Mehta?
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.
Where does Bhavik Mehta work?
Bhavik Mehta is Principal at Roots Ventures.
Where did Bhavik Mehta go to school?
Bhavik Mehta studied at CFA Institute (Cleared all 3 Levels of the CFA Course); GLOBAL ASSOCIATION OF RISK PROFESSIONALS (GARP) (FRM, RISK MANAGEMENT); The Institute of Chartered Accountants of India (CA).

Same school

Also attended CFA Institute336

Matt CherianVenture Partner at Monta Vista CapitalLaviva MazharPrincipal at Luge CapitalJan AvontsInvestment Director at Capricorn Venture PartnersMatias BarberoVenture Partner at FJ LabsKim RobertsonFinancial Manager at 4Di CapitalCole LundquistPrincipal at QED Investors

+ 330 more

Also attended The Institute of Chartered Accountants of India222

Vivek KothariController at Sierra VenturesAnupama SrinivasInvestor at Powerhouse VenturesKshitij GolwalkarInvestor at Powerhouse VenturesDipanjan BasuCo-Founder & Partner at Fireside Ventures Advisory LlpAmit KulkarniChief Financial Officer at Fireside Ventures Advisory LlpSiddharth GuptaVP - Finance at Fireside Ventures Advisory Llp

+ 216 more

Shared employers

Also worked at Roots Ventures9

Japan VyasManaging Partner at Roots VenturesRavinder VashistPartner at Roots VenturesGaurav NavaniSenior Associate at Roots VenturesSamridh SharmaSenior Associate at Roots VenturesAasma ShaikhAnalyst at Roots VenturesManish ValechaCompliance Manager at Roots Ventures

+ 3 more

Also worked at Kalaari Capital28

Bala SrinivasaManaging Director at Arkam VenturesVedika JainGeneral Partner at WEEKENDSpurthi NaiduPeople & Talent Lead at Avataar Venture PartnersVani KolaManaging Director at Kalaari CapitalRajesh RajuManaging Director at Kalaari CapitalVamshi Krishna ReddyPartner at Kalaari Capital

+ 22 more