Mr. Samir Kapadia stands as a pivotal figure within Rockstud Capital, where he serves as a
founding team member and assumes the role of Chief Operating Officer & Investment Committee
Member. With an extensive career spanning over a decade in the Indian financial markets,
he brings a wealth of expertise to the table. At Rockstud Capital, he collaborates closely
with the Managing Partner, overseeing the comprehensive management and administration of funds.
A true architect of financial ventures, Mr. Kapadia has played a key role in establishing several SEBI
registered Category II AIF - Hybrid Equity Fund, Category I AIF - Venture Capital (Angel Fund), and
Portfolio Manager Services (PMS) initiatives. His strategic acumen shines through in his involvement
in incubating new business ideas, crafting innovative investment products, and forging strategic
partnerships with fund service providers.
In addition to his strategic contributions, Mr. Kapadia is deeply involved in crafting operational policies
and procedures, ensuring the firm's adherence to industry best practices. His multifaceted role extends to
spearheading capital-raising efforts, driving marketing endeavors, and shaping the firm's brand identity.
Before his tenure at Rockstud Capital LLP (formerly Fortune Interfinance Ltd), Mr. Kapadia honed his skills in
equity research, where he demonstrated a knack for generating novel investment ideas and meticulously tracking the
performance of proprietary investments. His journey also includes a stint at ITI Securities (now The Investment
Trust of India Limited group company), where he played a pivotal role in supporting the Equity Fund Manager and
Head of Research in portfolio monitoring and investment analysis.
Driven by a passion for equity investing, Mr. Kapadia's commitment to detail is unmatched. His academic credentials
underscore his dedication to continuous learning, with a postgraduate degree in Securities Markets specializing in
Portfolio Management from the National Institute of Securities Markets (NISM), and a graduate degree in Commerce
with a major in Investment Analysis and Portfolio Management & Tax from K.C. College, Mumbai University. Mr. Kapadia
has also pursued a postgraduate diploma in Securities Law from Government Law College, Mumbai University. Mr. Kapadia
is CFA Level I Cleared from CFA Institute, USA, and has undertaken Capital Market certification from BSE, Derivatives &
FIMMDA-Debt Market certification from NSE, and Investment Advisor Level 1 certification from NISM.