Founders
Meet the people committed to understanding, guiding, and empowering you to make smarter financial choices.
Sanjay Sinha
M. Damodaran
Advisors
Hemant Patel
Senior Fund Manager
With 22+ years in capital markets and a tenure as Executive Director at Axis Capital, Hemant brings award-winning research depth to our equity strategies. His focus is on high-conviction selection backed by institutional-grade rigor.
Dheeraj Singh
A veteran with 30+ years in fixed income and risk management. Formerly overseeing $2bn+ in AUM, Dheeraj integrates traditional debt discipline with a technophile’s perspective on emerging market trends.
Team Members
Vice President - Equity Research
Engineer (Osmania University). Previously with UBS Asia and CRISIL. Part of Citrus Advisors since 2019.
Sectors: Technology, Banking and Finance, Chemical, New Age
Analyst - Equity Research
MBA (MET) and Computer Science Engineer.
CFA Level II cleared. Joined Citrus Advisors in May 2023.
Sectors: Auto & Auto ancillaries, Building Materials, Metals, Infra.
Analyst - Equity Research
B.Tech, NISM-certified Research Analyst.
CFA Level I. Joined Citrus Advisors in January 2024.
Sectors: Defence, Power, Engineering & Industrial Equipment, Capital Goods.
Analyst - Equity Research
Chartered Accountant.
Part of Citrus Advisors since May 2025.
Sectors: FMCG, Healthcare, Hotels, Alcobev, Textile
Analyst - Equity Research
B. Com, Nism-certified Research Analyst, CFA L3 cleared, Joined Citrus Advisors in Dec 2025.
Sectors: Pharma, Metals , Consumer Durables, Consumer Discretionary, Plastic Products/pipes.
We do not chase market sentiment
We adhere to a rigorous, step-wise filtration; designed to extract value from complexity. Our goal is to move from the noise of thousands to a high-conviction core of India’s most resilient businesses.
Quantitative Rigor
We begin with a broad universe of 2,000 stocks, systematically narrowing our focus to a watchlist of 1,000. Through proprietary research and fundamental parameters, we filter for institutional-grade quality, resulting in a refined shortlist of 500 candidates.
Strategic Deep-Dive
From our shortlist, we select an investable universe of just 60 stocks. This selection is based on a meticulous evaluation of business moats, management pedigree, and long-term scalability against the backdrop of a growing India.
Dynamic Construction
Portfolios are built on a foundation of relative risk-reward. We allocate weights with precision, ensuring that every position is backed by a clear investment thesis and a quarterly review cycle to maintain peak strategic alignment.
Disciplined Exit
Our philosophy is as much about what we sell as what we hold. We reduce weight or exit positions when price exceeds fundamental value, when company dynamics shift, or when the broader environment demands a move to liquidity.
For Full-Spectrum Investment
Integrated advisory and portfolio management across public markets, private opportunities and global exposures.