About Us

About Our Fund/ Unlocking India's Investment Potential with Our AIF

Our Alternative Investment Fund (AIF) is strategically crafted to harness the immense growth potential of Indian securities, offering a unique platform for high-net-worth individuals and institutional investors to engage with India’s dynamic financial landscape. By focusing on Indian securities, our fund leverages the country’s robust economic expansion and deepening market depth, providing investors with an opportunity to capitalize on the burgeoning financial sector.

Through our AIF, investors can access a diverse array of asset classes, spanning from early-stage ventures to established corporations. This diversified approach not only enhances portfolio resilience but also positions investors to potentially maximize returns. As the Indian AIF industry continues to experience rapid growth, our fund is well-positioned to capitalize on this trend, presenting a compelling investment opportunity for those seeking to tap into India’s economic ascendance.

Unlocking Growth Opportunities in India's Vibrant Economy

India has emerged as a beacon of economic resilience and growth, solidifying its position as one of the fastest-growing major economies globally. The country’s robust recovery from the pandemic has been fuelled by strong economic demand, increased investment rates, and rising capacity utilization in the manufacturing sector. This momentum is poised to continue, driven by government initiatives to boost infrastructure development and capital spending.

The Indian economy is underpinned by a robust democracy and strategic partnerships, positioning it to become one of the top three economic powers in the next decade. Furthermore, India’s strong balance of payments and substantial foreign exchange reserves provide a buffer against global economic uncertainties.

Our Alternative Investment Fund (AIF) is strategically positioned to capitalize on India’s growth potential. By investing in Indian securities, we offer a unique opportunity to tap into the country’s burgeoning financial markets. With a focus on both listed and unlisted equities, our fund provides a diversified portfolio that aligns with the dynamic economic landscape of India.

Join us in harnessing the growth momentum of India’s economy. Our AIF is designed to deliver significant above-average returns by leveraging the country’s economic resilience and strategic growth drivers. Whether you are a seasoned investor or seeking to diversify your portfolio, our fund offers a compelling opportunity to participate in India’s economic ascendance.

About Key Members

Surbhi Giri

Compliance and Operations Associate

Surbhi Giri is a Compliance & Operations Associate with experience in the regulatory and operational framework of SEBI-regulated investment structures, with a primary focus on Category III Alternative Investment Funds (AIFs).

She is associated with The Golden Bird Investment Trust, a Category III open-ended SEBI-registered AIF, where she supports compliance oversight and fund operations .

Her role includes assisting in NAV processes, trade settlement, and maintaining compliance trackers to ensure timely regulatory adherence. She is also involved in regulatory documentation, periodic filings, investor-related processes, and ongoing compliance monitoring in line with SEBI regulations.

Additionally, she contributes to operational efficiency through structured data management, reporting, and coordination across stakeholders, while supporting internal policy reviews and governance standards.

She adopts a detail-oriented and process-driven approach to uphold operational efficiency, regulatory integrity, and robust governance within the AIF framework.

Bhoomika Kaushik

Compliance Officer

Bhoomika Kaushik is an accomplished Company Secretary with over 3 to 4 years of focused experience in the compliance landscape of SEBI-registered Portfolio Management Services (PMS), Research Analyst (RA) compliances, and advisory-related regulatory frameworks in India.

Her professional journey is distinguished by a nuanced understanding of regulatory requirements and an unwavering commitment to fostering robust governance standards.

She is the Compliance officer of The Golden Bird Investment Trust, a Category-III Open-Ended SEBI-Registered Alternative Investment Fund (AIF).

Bhoomika possesses strong compliance expertise coupled with practical knowledge of fund management regulations. Renowned for her meticulous approach and adeptness at navigating evolving legal frameworks, she ensures consistent adherence to statutory requirements, strengthening operational integrity. Her skills include advising on compliance strategies that harmonize business goals with regulatory mandates, thereby boosting organizational resilience and investor confidence.

Combining legal insight, analytical precision, and strategic vision, Bhoomika plays a key role in maintaining high standards of corporate governance and compliance, significantly contributing to the sustainable growth and regulatory stability of the AIF she supports.

Sajal Vats

CIO and Fund Manager

Sajal Vats is a seasoned professional with a strong background in corporate governance and financial markets. He holds a prestigious qualification as a Company Secretary from the Institute of Company Secretaries of India and is certified in Alternative Investment Fund Management (NISM-Series-XIX-C).

With a proven track record in meticulous analysis and evaluation of both listed and unlisted equities, Mr. Vats provides comprehensive insights that guide strategic investment decisions. His extensive market research spans financial reports, trends, and economic indicators, uncovering valuable information that lead to informed investment strategies.

Mr. Vats’ analytical prowess enables him to identify promising opportunities, assess risks, and deliver actionable recommendations aligned with the firm’s goals and client objectives. He is committed to leveraging his expertise to drive informed investment decisions and foster growth in the dynamic Indian financial landscape.