# Sameeksha Investment Managers

Sameeksha Investment Managers is an Asset Manager based in Gift City, Gandhinagar, Gujarat, India.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Gift City, Gandhinagar, Gujarat, India
- **Region:** Asia
- **Address:** Ahmedabad, Gujarat, India
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** sameekshaim.com

## Regulatory record

- **CRD number:** 331981
- **SEC file number:** 802-131085
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/331981

## About

SAMEEKSHA INVESTMENT MANAGERS LLP is an exempt reporting adviser in GIFT CITY, GANDHINAGAR, GUJARAT.

## Sectors

- Enterprise Software
- Consumer Technology
- Financial Services

## People

- Bhavin Shah — Founder & CEO

## Questions

### Who makes investment decisions at Sameeksha Investment Managers?

Bhavin Shah is the founder, CEO, and sole portfolio manager. His investment process is built on primary research and direct management access — a skill set developed during his tenure as head of India technology research at JP Morgan. The firm does not employ a separate CIO or sector-analyst team that independently initiates positions.

### What is Sameeksha Investment Managers' investment strategy?

The firm runs a concentrated, long-only public-equity portfolio of 12 to 18 Indian-listed companies. The strategy is benchmark-agnostic and focuses on enterprise software, consumer technology, and financial services. Position sizing is driven by multi-year earnings visibility and founder-quality assessments rather than index representation.

### How does Sameeksha Investment Managers source investment ideas?

Shah's sourcing relies on relationships built over two decades of covering Indian technology companies as a sell-side analyst. The firm prioritizes direct meetings with management teams, channel checks inside India's software and services corridors, and fundamental earnings-model scrutiny. Sameeksha does not participate in pre-IPO rounds, venture-stage deals, or external manager commitments.

### Does Sameeksha Investment Managers invest outside of India?

The portfolio consists of Indian-domiciled companies. Many holdings generate revenue from North America and Europe — particularly India's IT services exporters — but the firm does not directly invest in securities listed on foreign exchanges or in unlisted overseas entities.

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Last updated: 2026-08-14T12:30:00.000Z

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