Built on trust.
Backed by insights.
Bridging Capital with Opportunity
We are a boutique advisory and investment firm, bridging pools of capital with high-quality businesses.
We manage money and advise businesses.
We provide bespoke, high-touch services to promoters, CXOs, UHNI families, and institutions, combining institutional-grade thinking with deep, research-led insight.
We operate at the intersection of money, markets, and long-term value, enabling our clients not just to raise capital, but to deploy it strategically and build meaningful, lasting relationships.
Who We Are
Strategic Advisors
Manish Chheda
VP – Investor Relations, HDFC Life
“Manish is the Investor Relations Officer at HDFC Life, a leading Indian life insurer with a market capitalization of ~$15 billion, making it the 3rd-largest in India by market value. Bringing a strong corporate perspective, Manish has played a pivotal role in establishing HDFC Life’s investor relations program, steering the company through its IPO, shaping external communications, engaging with senior management, and fostering relationships with institutional investors.”
Rromil Shah
Fund Manager, Alpha Alternatives
“Rromil is a Fund Manager at Alpha Alternatives, managing investments exceeding $20 million. With ~20 years of experience, he brings deep expertise in fund management, corporate strategy, and investment advisory. Rromil has been instrumental in establishing businesses, driving strategic planning, and presenting investment opportunities to institutional investors.”
Yash Shah, FCA
Founding Team Member, Transaction Square | Partner, DBS & Co LLP
“Yash has >17 years of consulting experience and was instrumental in building one of the leading CA firms of Ahmedabad – Dhirubhai Shah (DBS) & Co, LLP. His key strengths include advisory, restructuring, mergers, demergers, ESOP planning, valuations and tax litigation. He has worked extensively with domestic clients on their succession planning and trust structures. He has facilitated transactions with many large MNCs, and Indian promoter companies spread across sectors.”
Management Team
“Hena supports CBA on HR-related matters, including people operations, internal coordination, and culture-building initiatives. With a background in early childhood education, she brings empathy, structure, and clear communication to team engagement. Her cross-disciplinary lens makes her a valuable asset across both educational and corporate settings.”
“Hrishit is a CFA charterholder, a Certified Financial Planner (CFP), and a gold medalist from Ahmedabad University. Prior to joining Capital Bridge Advisors, he led the research team at Pi Square Investments. He brings over four years of cumulative experience in equity markets, with specialized expertise in managing family offices, ultra-high-net-worth (UHNI), and high-net-worth (HNI) clients.”
Jignesh Shah
Finance Controller
“Jignesh Shah is the finance controller at CBA, with over 30 years of hands-on experience in accounting, tally, and financial controls. A seasoned financial controller, he brings deep expertise in tax compliance, MIS reporting, and operational finance. Jignesh also plays a key role in business operations, regularly liaising with stakeholders to ensure financial discipline and regulatory alignment.”
“Kenan is a seasoned company secretary and compliance professional with over 9 years of experience in corporate governance and legal advisory. As the proprietor of Kenan S Patel & Co., he specializes in guiding companies through regulatory frameworks and ensuring adherence to compliance standards. His expertise lies in aligning legal requirements with strategic business objectives, fostering organizational integrity and transparency. Kenan’s commitment to excellence has established him as a trusted advisor in the corporate compliance landscape”
“Krisha Anandpara is a finance enthusiast currently pursuing her B.Com (Hons) in Accounting at Ahmedabad University. With hands-on exposure to investment analysis, financial modeling, and strategic research, she brings a blend of academic rigour and practical insight. She has led campus-wide finance initiatives and gained experience across multiple verticals through project-based internships.”
“Meet is a sharp, research-driven thinker with a strong grasp of multiple sectors and a genuine passion for markets. He’s cleared 9 out of 13 ACCA (UK) papers, reflecting both technical depth and global finance exposure. Meet walks the talk his curiosity, clarity, and commitment make him stand out in any research room.”
“Raj has over 7 years of experience in asset management and corporate governance at organizations such as JP Morgan and iIAS. Having managed portfolios exceeding INR 300 million, he brings a buy-side perspective. Beyond asset management, he has advised companies on corporate governance and ESG practices. Raj is a CFA charter holder and an academic.”
“Rutul brings over 7 years of experience in roles spanning investor relations and banking with organizations such as JP Morgan, DE Shaw Group, HDFC Life and Adani Group. Bringing a sell side perspective to the table, he has led external messaging efforts, collaborated with senior management, and managed relationships with institutional investors. Rutul holds an MBA from the Indian Institute of Management, Trichy.”
“Sukruti is a real estate lawyer with over six years of experience, currently advising CBA on legal and compliance matters related to diligence and documentation. She works closely with promoters and legal counsels to ensure regulatory compliance, de-risk transactions, and structure clear, watertight documentation.”
Join Our Team
We are always looking for exceptional talent. If you are passionate about finance and advisory services, we would love to hear from you.
Get In Touch
Contact Us
Contact Details:
Raj Shah
Rutul Shah
Locations:
Ahmedabad
810, Shilp Epitome, Rajpath Rangoli Road, Sindhubhavan Road, Bodakdev,
Ahmedabad, Gujarat 380054
Mumbai
301, Vastubh Cooperative Housing Society Dattapada,
Borivali Mumbai, Maharashtra – 400066
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| Markets Advisory | Capital Bridge Advisory Service Private Limited | U66190MH2025PTC442452 |
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