Chhavi Moodgal is an accomplished financial services professional with over two decades of experience in investment banking, strategy, entrepreneurship, and endowments. As President, Edelweiss Investment & Advisory Services, she is leading the scale up of Edelweiss’ listed alternate asset platform.

Chhavi believes investor preferences are shifting toward uncorrelated return streams, downside resilience, and outcome‑oriented strategies as portfolios mature and volatility rises. With the country’s alternatives market projected to grow significantly in the coming decade, she sees a strong opportunity for Edelweiss to broaden its suite of innovative public‑alternative products – leveraging the organisation’s deep expertise in asset management, to serve discerning investors seeking diversification and clearly defined risk‑return outcomes.

In her previous role, Chhavi served as the Founding CEO of the IIM Ahmedabad Endowment Fund (IIMAEF), the institution’s unified fundraising and philanthropic arm. She established a first of its kind endowment fund for a business school in India and oversaw its strategy, fundraising, deployment, reporting, and management of the fund. This role enabled her to work closely with a diverse set of stakeholders—including academic leaders, the IIM Ahmedabad Board, corporate partners, and alumni donors. She was also an advisor to the IIM Calcutta’s Endowment Fund and supported several academic institutions to set up a fund for their long-term sustainability and to maximise their impact.

Prior to this, Chhavi served as Group Chief Strategy Officer at InCred, where she played a central role in establishing the Group’s wealth business along with the CEO and senior leadership. She also led strategic initiatives across M&A, supported the hiring of critical senior talent – including fund managers for the asset management vertical – and contributed to several organisation‑wide strategic initiatives.

Before InCred, Chhavi led her own entrepreneurial startup – a boutique advisory firm in wealth and asset management. Chhavi helped set up and implement private credit and multi asset PMS strategies as well as advisory mandates for clients and dealt with regulators extensively for all requisite licenses.

Chhavi has spent her first working decade at large banks – Standard Chartered, UBS, and Kotak as a key member of their investment banking franchise. She has executed capital markets, M&A, and private equity transactions for blue‑chip corporates including Larsen & Toubro (L&T), IDFC, HDFC Bank, and Apollo Tyres. In her career, Chhavi has advised on deals of above US$20 bn.

Her work has been recognized with multiple awards, including the CSR Leadership Award (India CSR Network, 2025); Young Alumni Achiever’s Award 2025 by Indian Institute of Management Ahmedabad (IIMA); Top Visionary CEO in India (National Economic Growth Summit & Awards, 2024); FiNext Award for Excellence in Market Development (Dubai, 2024); Great Indian Disruptive Woman Leader of the Year and Great Indian Woman Change Maker of the Year (Impactful Women Leaders Awards, 2024); Excellence in Finance Innovation – New Market Development (Finext Conference, Dubai, 2024); AIWMI 40 Under 40 (2018); and India Wealth Awards – Thought Leader in Investments (2019).

A firm believer in purpose‑driven leadership and institutional excellence, Chhavi holds an MBA (PGP 2004) from the Indian Institute of Management Ahmedabad and a BA (Hons) in Economics from Lady Shri Ram College, Delhi University, where she graduated top of her class. Chhavi is passionate about travel, reading, cryptic crosswords, and music.

Ajay Sharma is a seasoned expert in fund management and equity research. He has a deep understanding and a successful track record of managing capital for prestigious institutions, endowments, foundations, and family offices. Before joining Edelweiss, Ajay was the Managing Partner at Calibrium Capital. His entrepreneurial spirit is evident from his founding roles at Flowering Tree Investment Management, mangotown.in.

His career also includes significant tenures at Asian Management (JH Whitney), CLSA, and JM Morgan Stanley, enriching his industry experience.

He is an alumnus of the Indian Institute of Management, Ahmedabad (IIM -A), complemented by a Bachelor of Pharmacy from the Indian Institute of Technology, Varanasi.

Ajay has a unique skill, he has analysed and invested in companies not just in India, but also China, Japan, Australia, and South East Asia. He brings a truly global perspective to investing.

Ajay is an award-winning analyst. He was the top-rated analyst by Asiamoney & Business Today. He published some thought-provoking research of the healthcare industry and predicted severe price deflation in generics.

He has built businesses from scratch which include Asset Management, 3D Printing and Therapy Centres for special needs children.

Having been an entrepreneur himself and interacted with many, Ajay understands entrepreneurs, he can relate to the difficulty they face in building out businesses through all the ups and downs, the peaks and the valleys.

From the 25 years of being an investor and entrepreneur, Ajay has formulated a unique investment philosophy. The G2G Framework, Buy businesses during 1) Good-to-Great phases, and Avoid 2) Great-to-Good pitfalls. He believes everything is cyclical including businesses we invest in. His portfolio construction and risk management is driven by a disciplined and process-driven approach, which leads to better investment outcomes.

Ajay is a voracious reader and tennis player.

With over a decade in the finance industry, Gautam Berry has earned the moniker “Hustler” within his team due to his ability to juggle multiple roles. Growing up surrounded by investors and traders ignited his fascination with equities, leading him to pursue an MSc in Finance and earn the prestigious CFA Charter after completing his engineering studies.

Gautam’s career has spanned research, trading, operations, and spearheading processes for new fund launches, demonstrating his adaptability and leadership in navigating the complexities of financial markets.

Outside the office, Gautam embraces a laid-back demeanour, cherishing moments with his family, playing with his toddler, and enjoying enriching conversations with friends over coffee. Balancing these facets of life enhances his perspective and fuels his effectiveness both professionally and personally.

Gautam’s journey is a fusion of passion, expertise, and a commitment to continuous growth, enriching his role in finance and his interactions across all aspects of life.