Our Philosophy
Mindset
Structured ideas will help overcome shorter term hurdles and create long lasting habits
Strategy
Customized blueprints aid in assessing current situations and plan for the future
Tactics
Nimble styles allows the liberty to adapt to market developments and volatility
Progress
Advanced reports allow 24/7 access to showcase tangible growth and investment expansion
Not Your Average
Wealth Creator
Jay Shah
Ran one of India’s Largest Long Short Hedge fund (Edelweiss Alpha Fund) and grew it to an AUM of 2000 Cr in 22 months
India’s 1st Fund manager turned Wealth Creator
40 under 40 award by AIWMI
PGPM from ISB Hyderabad with specializations in Finance and Strategy
Frequent panelist on prestigious conferences throughout India (FIX Conference, Algo Convention etc)
Not Your Average
Wealth Creator
Jay Shah
Ran one of India’s Largest Long Short Hedge fund (Edelweiss Alpha Fund) and grew it to an AUM of 2000 Cr in 22 months
India’s 1st Fund manager turned Wealth Creator
40 under 40 award by AIWMI
PGPM from ISB Hyderabad with specializations in Finance and Strategy
Frequent panelist on prestigious conferences throughout India (FIX Conference, Algo Convention etc)
Not Your Average
Wealth Creator
Vinay Sarda
Serial Entrepreneur with expertise in finance, fitness and farming
Promoter of Mumbai’s First Luxury Silver Brand
Over 14 years experience in large family offices
Over 10 years of experience in jewellery valuation and taxation
Not Your Average
Wealth Creator
Vinay Sarda
Serial Entrepreneur with expertise in finance, fitness and farming
Promoter of Mumbai’s First Luxury Silver Brand
Over 14 years experience in large family offices
Over 10 years of experience in jewellery valuation and taxation
The One Tree Hill Edge
At OneTreeHill we strive to architect new ideas to all our clients through differentiated thinking.
Alternate Products
Leading experts for non traditional products such as AIFs, PMSs, SPs, Pre IPOs, Managed Accounts, Start-Ups
Experience
We have more than 30 years of combined active as well as passive fund management experience
Understanding
Acute understanding of all product within the financial space, with constant focus on learning
Cost Reduction
Comprehensive adjustments towards optimal Asset Allocation, shift to low cost investments to lift up post-tax returns & expand Risk Adjusted returns
Research
Active Independent research with active engagement with Fund Managers, AMCs, Independent Manufactures
Continuous Interaction
Functioning engagement with AMCs towards new product development and execution
To You, Matters To Us
We Want To Inspire
you To Dream Bigger.
We Focus on only your vision
and goals
Close gap of Need vs
Expectation vs Reality
Once all your goal posts are aligned
Outcomes are predictable & certain
Your Financial Planning +
Our Investment Management
= Wealth Creation
Your (Vision + Purpose + Discipline)
= Your Success
Access to more non-traditional products such as PMS | AIFs | Structured Products | Pre IPO Placements | Startup Investments
Deciphering a connected world into simple investable products that can give superior returns
Active knowledge to enable your participation into shorter term “Corporate Action” strategies
High utilization of technology in the entire ecosystem to ensure smooth functioning of all execution
How Do You Profit
While we will ensure your objectives are met, we as a platform want to deliver
the most to you and go beyond the obvious.
Complete Transparency
- Strong reports to show clear and actual returns
- Multiple structures offered to cater all type of clientele
Experienced Fund manger
- Ex Fund Manager – Edelweiss Alpha Fund
(Category III AIF) - AUM Managed INR 2000Cr
- Freely tap into this experience to accelerate profitability
Superior Client service
- 24 / 7 access to reports and Investments
lead by technology platforms - Complete protection of privacy & data
- Regular meetings & Updates at your convenience
Tax Benefit
- Pre & Post Tax Optimization
- Tax efficiency across entire spectrum of
products
Mr. RAVI SHAH
Director, Mindseye Creative
Jay, for the past 15 years has been my financial sounding board towards managing my portfolio.
His insights into PMS, AIFs and MFs have enabled me grow as an Investor as well as reaped rich dividends.
I have found him to be pretty sound in his advice and he has a good sense on the
overall picture based on multiple factors.
GAUTAM DOSHI
CEO, Matrix Financials
I have known Jay for over a decade and think he is not only a solid and balanced individual,
but he is also extremely perceptive. He was opportunistic when he saw mis-priced bets
but was conservative when the time demanded it. He has managed a large pool
of capital at Edelweiss and he has done an outstanding job there as well.
I have no hesitation in recommending him as a Wealth Creator.
JITENDRA SINGH
I met Jay through the ISB Alumni groups; What drew me to engage with him is his deep understanding,
confidence and willingness to build long term relationships! His structured approach has helped
sort out our long term investments, manage shorter term cash flows and has also used his network
to connect me to further my business!
We Can Help You!
Managers have an open door policies, we at OneTreeHill have an open company policy.
Please feel free to reach out to us with anything Financial!
