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Roshan Mavani

Avani Kapdi

Investment Products - Head

Avani Kapdi leads the Investment Products Team at Sanjay Doshi Financial Services.

With over 10 years of financial market experience, she specialized as afundamental analyst for five years across various organizations.

She holds the prestigious Merit Rank 1 for Masters in FinancialMarkets from the Institute of Technology and Management.

Additionally, she holds a Diploma in Treasury, Investments, and RiskManagement in Banks from the Indian Institute of Banking andFinance.

She has cleared multiple NISM examinations, including those in equityderivatives and portfolio management services (PMS) distribution.

She shares her expertise as a visiting faculty at MMK College Bandra,teaching Commodities Market and International Finance, and at ITMGroup of Institutions, covering subjects like Project Finance, EquityMarkets, Financial Management, Financial Accounting, and RiskManagement.

Avani has been a guest speaker on esteemed business channels such asNDTV Profit, ETNOW, and CNBC Awaaz.

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