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Our Vision. Our Mission. Our Legacy.

All About Our Story

Financial Advisors

Founded by second-generation investors raised in investing families, Beyond Returns blends decades of capital markets wisdom with global exposure — including leadership roles at PitchBook, Deloitte, and multi-million-dollar family offices.

We don’t chase momentum.
We engineer it.
Financial Planners

Our Ethos

Conviction. Alignment. Outperformance.

We believe investing isn’t about beating benchmarks, it’s about achieving financial outcomes others deem impossible.

We obsess over research, respect risk, and prioritize asymmetric upside. Every rupee is deployed as if it were our own because it often is.

Our Team

At Beyond Returns, the team isn’t just about titles, it’s about performance, accountability, and skin in the game. Our core team combines institutional experience with entrepreneurial agility, delivering investment strategies built on deep research and even deeper conviction. Each partner brings a distinct edge, and all share a singular vision: to outperform the market, consistently.

CEO

Dishen Shah

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An investment professional with experience in financial research and risk advisory. He has worked at PitchBook, Deloitte, and set up his family office. With a finance background through CFA and a marketing major, he brings strong analytical and strategic thinking prowess coupled with a leadership mindset.

Head of Equity

Manan Shah

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A true stock-picking prodigy with an engineer’s analytical mindset, he has not only carried the legacy but elevated it to new heights. He has a proven track record of identifying winners long before they hit the mainstream, setting a benchmark for foresight and investment acumen.

Head of Derivatives

Akshay Mehta

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A seasoned derivatives trader with 5+ years of consistent profitability, managing ₹40+ crore capital at NEO Asset Management. Expert in advanced strategies across index options, combining strong market insight and disciplined risk management to deliver sustained alpha across market cycles.

Head of Growth

Vedant Doshi

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Vedant Doshi is a performance marketer with 7+ years’ experience running ROI-focused campaigns across Google, Meta, TikTok, and native platforms for global brands. He combines data-driven strategy with creative execution to scale lead-gen and e-commerce growth.

Head of Business

Krishna Mehta

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A multifaceted professional with a Finance MBA from IIM Lucknow and hands-on experience across investment banking (EY & 7i Capital) & strategic consulting. He has led projects in valuations, M&As, and brings a rare mix of analytical depth and creative energy

Head of Operations

Harsh Shah

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With a strong business background and CFA credentials, he brings a practical perspective to our research. His experience in building his family’s chemical business enables him to adeptly assess promoter integrity, offer strategic insight, and conduct thorough operational due diligence, greatly enhancing the depth and quality of our investment decisions.

Partners

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Cullinan Group

Mentors

Saumil Surendra Parikh

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Chartered Accountant with 15+ years of experience in finance and investing. Founder of Scale Up, a proprietary trading firm in Indian equities and derivatives. Also manages wealth at House of Alpha and oversees foreign investor funds at Sattvic Wealth Bharat Fund (GIFT City).

Kaushik Rambhia

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Kaushik Rambhiya, CFA, is a portfolio manager at Man Group, focused on long/short credit in Asia and emerging markets. He has over 15 years of experience across firms like Aventicum Capital and BlueBay Asset Management.

Vipul Shah

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A highly motivated global tax leader with progressively responsible experience in Big 4 and corporate role for Canada and USA with global Operations with emphasis in Latin America, Canada, Asia, and Europe.

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