Our Team
CA Himanshu Shah, CFA
Co-Founder and Chief Investment Officer
CA Himanshu Shah has been researching and investing in financial markets for over 10 years.
CA Himanshu Shah is a seasoned finance professional with over 10+ years of experience specializing in research, investment strategy, and portfolio management. A qualified Chartered Accountant (CA) and Chartered Financial Analyst (CFA), CA Himanshu Shah has a proven track record of delivering robust financial insights and creating tailored investment solutions for a diverse clientele. Over the years, he has been managing personal and family portfolios and has also worked with family offices, developing expertise in equity research, asset allocation, and risk management. Himanshu is known for a strong analytical mindset, strategic investment acumen, and an unwavering commitment to client-centric financial advisory. With a deep understanding of both domestic and global markets, he brings a disciplined, research-driven approach to investment decisions, consistently aiming to optimize portfolio performance while managing risk. Himanshu continues to contribute to the firm’s growth by combining financial expertise with a commitment to excellence and integrity.
Akhilesh Pathak
Co-Founder and Managing Partner
Akhilesh has been investing for over 20+ years in listed markets and has deep insights into businesses.
Akhilesh is Co-Founder & CEO of Synconic Group and serves as a Board Member, Investor, and Advisor to several startups.
He holds a Mechanical Engineering degree from NIT Durgapur and an MDP from IIM Ahmedabad. A strategic thinker and analytics specialist, Akhilesh has over 18 years of proven experience across industries, including manufacturing (TEGA Industries), Oil & Gas, Government, and IT (GSPC Group), senior IT sales roles ( TCS & ORACLE), he has excelled in Digital Transformation, Business Development, Large Enterprise Account Management, and Sales. Previously, he was Key Accounts Director at TERADATA ( San Diago based Data & Analytics MNC) , managing key clients like HDFC Bank and the TATA Group.
Atul Raval
Investment Advisor
Passionate about investing in stocks, more from the academic view rather than the monetary side.
Mr. Atul did his schooling across 3 cities and 7 schools. He graduated in Civil Engineering from L D College of Engineering, Ahmedabad. He learned about computers in Rollwala computer centre – the only institute in 1984 with a Mainframe computer. He then did his MBA from B K School of Business Management, Gujarat in 1991. He has been a lecturer in Applied Mechanics in L D Engineering college, an engineer at Narmada Dam project, and a Civil engineer at Gujarat State Water supply (GWSSB). He switched to an IT role for the rest of his career till retirement – starting with Mainframes, followed by PC assembly language, and Java to ERP implementation. He has played a pivotal role in bringing a State PSU to 95% online working environment covering 300+ offices.
Dr. Deepa Dwivedi
Economic Advisor
An Educator, Economist and an Investor in the stock market advising family offices.
Dr. Deepa Dwivedi holds a PhD and MA in Economics, UGC-NET qualified, with over a decade of teaching experience at Vikram University. Based in Ahmedabad, she actively invests in financial markets and provides expert advisory services to institutions and family offices. Dr. Dwivedi has extensive experience in economic advisory and consulting for large corporates, leveraging her deep expertise to deliver strategic insights and drive informed investment decision-making.
Diya Shah, CWM
Sr Research Analyst
Chartered Wealth Manager | Valuations and Financial modeling | Equity research | Bombay Stock Exchange Ltd |
Diya is a Chartered Wealth Manager & an experienced Research Analyst, bringing a dynamic blend of academic rigor, professional credentials, and a passion for capital markets to our team. Diya is pursuing BMS at BSE Institute Ltd. Passionate about equity research, with experience at Encito Advisors & Foreshadow Research analyzing ESG, power sector, and pharma. Skilled in SWOT, VaR, & DuPont analyses.
Krishna Satija
Sr Research Analyst
A passionate investor with over 4 years of equity investment experience
Krishna Satija is a dynamic investment professional with a CA Finalist qualification, an M.A. in Economics, and a B.Com degree from Vikram University. With a strong foundation in finance and investment, Krishna brings practical expertise from working for public and private companies. His sharp analytical skills and passion for monitoring market trends, emerging sectors, and consumer preferences enable him to identify high-potential investment opportunities. Krishna excels in equity research, portfolio and asset management, delivering high-quality business insights for investors. A multitasker with a knack for critical thinking, Krishna is dedicated to driving value for Smart Sync and our clients through smart work and deep insights.