- Mumbai, Maharashtra
- info@trezoneventures.com
Trezone Ventures LLP offers tailored AIF investment solutions. Our expert fund managers design diversified portfolios to align with investor goals. This strategic approach helps maximize returns while mitigating risks.
At Trezone Ventures LLP, our AIFs are managed by seasoned professionals under strict SEBI regulations. We ensure transparency, compliance, and well-researched investment strategies. Our active fund management approach unlocks high-growth opportunities with minimized risk.
Trezone Ventures LLP focuses on sustainable wealth creation through diversified alternative investments. Our risk-adjusted strategies help investors navigate market volatility with confidence. We prioritize stable, long-term financial growth in high-potential sectors.
Established in November 2024, Trezone Ventures LLP is a forward-thinking investment firm dedicated to creating well-structured and diversified investment opportunities. Our core mission is to bridge the gap between capital and high-growth industries, ensuring investors benefit from long-term financial success.
Through comprehensive market research, strategic investment planning, and innovative financial models, we empower investors to capitalize on emerging opportunities while mitigating risks. Our approach blends financial expertise with innovation to create sustainable wealth in today’s dynamic economy.
At Trezone Ventures, we do more than invest—we partner in innovation to shape a better future.
Through research, strategic planning, and innovative financial models, we help investors seize opportunities while minimizing risks
We merge financial expertise with innovation to build sustainable wealth. Our approach adapts to the demands of a dynamic economy
A dynamic investment firm dedicated to structuring and diversifying investment opportunities
At Trezone Ventures LLP, our vision is to become a trusted name in the world of alternative investments by creating value-driven opportunities that deliver consistent growth and long-term impact. We envision a future where intelligent capital meets innovative ideas, unlocking new possibilities for investors and entrepreneurs alike. Our goal is to set new benchmarks in performance, transparency, and trust within the AIF ecosystem
Our mission is to empower investors by offering well-researched, strategically structured alternative investment solutions through a dynamic and forward-thinking fund platform. At Trezone Ventures LLP, we are committed to discovering untapped potential, managing risk effectively, and delivering sustainable returns. We strive to build lasting relationships through integrity, insight, and a relentless focus on excellence in fund management.
Targeted Growth Sectors
We invest in high-potential industries, ensuring exposure to fast-growing markets with significant returns
Innovative Financial Strategies
Our investment framework incorporates advanced financial instruments and structured products to optimize risk-adjusted returns
Data-Driven Decision Making
Every investment decision is backed by rigorous market research, predictive analytics, and comprehensive risk assessment, ensuring sound asset allocation
Market Volatility Mitigation
We safeguard investments through portfolio diversification and proactive risk management strategies, minimizing exposure to market fluctuations
Exclusive Investment Opportunities
Our investors gain access to high-value opportunities not typically available in traditional investment avenues, ensuring superior portfolio diversification and wealth accumulation
Experienced and Visionary Leadership
Our team of seasoned professionals brings industry expertise and innovative thinking to every investment decision.
At Trezone Ventures LLP, our AIF platform is backed by a seasoned leadership team with deep expertise in fund management, compliance, investment strategy, and sector-specific insights. Together, they bring decades of experience across global markets, traditional and alternative asset classes, and regulatory environments — making Trezone Ventures a trusted name in Category II AIFs.
Sponsor & Founder
Mr. Ajay Shah is a seasoned entrepreneur with over four decades of leadership experience across logistics, aviation, real estate, and agribusiness. As Founder of RSA Global, he brings deep operational insight, global logistics expertise, and a strong focus on sustainability, safety, and long-term value creation to the Fund. His decades of hands-on experience provide us with real-world insight into business models, competitive positioning, peer benchmarking, and market reputation of potential investee companies. This perspective allows us to go beyond financials and truly understand how logistics businesses operate, scale, and sustain margins.
General Partner
Branding & Market Positioning Mr. Ankit with 20+ years of experience contributes strong market-facing capabilities across branding, communication, and strategic positioning. His experience ensures that our investee companies—and the fund itself—are positioned effectively with stakeholders, markets, and potential acquirers. This becomes particularly relevant as portfolio companies scale, raise follow-on capital, or prepare for visibility-driven exits.
General Partner
Abbas Hussain is a Chartered Accountant with over 13 years of experience across fund raising, business setup, and financial management. He has led end-to-end capital raising, built and scaled offshore businesses across multiple jurisdictions, and worked in tightly regulated environments with a strong focus on governance and investor communication. At Trezone, he leads investment diligence and promoter assessment, oversees disciplined capital deployment and portfolio monitoring, and serves as a key investor-facing partner—ensuring clear, consistent communication and investor comfort throughout the fund lifecycle.
General Partner
Mr. Rajeev brings over 30 years of experience across private equity and equity capital markets, with strong expertise in in merchant banking and equity capital markets gives the fund a decisive edge in deal negotiation, portfolio construction, risk management, valuation discipline, and structured exit planning. His understanding of IPO processes, pre-IPO structuring, and public-market expectations enables us to invest with a clear line of sight on exit optionality, particularly through listings and strategic secondary transactions.
General Partner
Mr. Dharmesh, with over 24 years of experience in the AIF ecosystem and long-standing exposure at True North, brings institutional credibility and governance depth to the platform. His network within the AIF, distributor, and Fund-of-Funds ecosystem significantly enhances our ability to access high-quality investors, engage with domestic and global allocators, and position the fund effectively within institutional circles. Importantly, his experience also supports future liquidity pathways, including connecting with funds that may be natural buyers of our portfolio companies at later stages.
Advisor
A former Commissioner of Income Tax with over 37 years of distinguished service in the Indian Revenue Service, having held several senior positions within the Ministry of Finance, Government of India. Extensive experience in taxation, covering complex assessments, audits, and litigation involving both domestic and international tax matters.
Expertise spans cross-border taxation, foreign bank account investigations, and compliance with international financial transparency standards. Also managed high-profile cases under the purview of the Financial Action Task Force (FATF), dealing with international fugitives and illicit financial flows.
Possesses a deep understanding of international tax treaties, global compliance frameworks, and financial investigations. Continues to contribute to discussions and policy initiatives on international tax enforcement and global financial governance.
Advisor
Chintan Kotak is a seasoned business leader and entrepreneur with more than two decades of experience across Wealth Management, Capital markets, and Fintech. As Co-Founder & Global Business Head of Invest4Edu and InvestValue, he brings deep expertise in strategic growth, high-performance team leadership, and financial innovation. His work spans empowering families through structured education planning and transforming traditional advisory workflows into technology-driven, scalable platforms.
As the Co-Founder of InvestValue and the driving force behind NeoFinDesk (NFD) — a next-generation WealthTech platform — Chintan has played a pivotal role in unifying research, financial planning, customer analytics, and advisory operations into a seamless digital ecosystem. His initiatives have enabled wealth managers, private bankers, MFDs, and insurance advisors to significantly elevate productivity, strengthen client engagement, and deliver superior investment outcomes, particularly for high-net-worth clients.
Before entering the fintech and ed-fintech domain, Chintan held senior leadership positions with leading financial institutions, including IIFL Securities, Kotak Securities, Motilal Oswal Securities, and ICICI Capital Ltd. In these roles, he consistently built and scaled private client businesses, strengthened distribution networks, and delivered strong P&L outcomes.
Renowned for turning ideas into high-impact business results, Chintan is both a strategist and a mentor. He cultivates environments where innovation, experimentation, and collaboration thrive — grounded in financial discipline, client-centricity, and people-first leadership.
Advisor
A seasoned industry leader with over 29 years of cross-sector experience spanning logistics, supply chain, manufacturing, and emerging technologies. Recognized for strategic acumen, adaptive leadership, and deep domain expertise, he has worked with leading global and Indian enterprises across multiple phases of technological evolution.
As Founder & CEO of CSRLSC (Centre for Standards and Ratings with Logistics & Supply Chain), he has driven data-led procurement transformation initiatives that reduce sourcing timelines, enhance transparency, and strengthen ecosystem efficiency. Actively engaged with leading industry bodies such as FICCI, PHDCCI, and SCPC, he contributes to national logistics policy dialogue and industry advancement.
Investor Relations Manager
With a robust career spanning over 8 years in financial markets, cryptocurrency, and alternative investment strategies, Lavanya brings a wealth of expertise and strategic vision to her role as the Head of Investor Relations at Trezone Ventures LLP. Her deep understanding of market dynamics, coupled with hands-on experience across asset classes, positions her as a key interface between investors and the fund management team.
At Trezone Ventures, Lavanya spearheads the entire spectrum of investor engagement—from onboarding high-net-worth individuals and institutional clients to managing ongoing communication, due diligence support, and reporting protocols. Her role ensures that each investor receives timely insights, personalized servicing, and complete transparency throughout the investment lifecycle.
Communication Manager
With a background spanning communication, publishing, and client-facing work, Vana brings experience in managing high-touch, detail-oriented engagements that require clarity, discretion, and strong relationship management. Her work has involved handling nuanced client interactions and positioning niche offerings with a focus on precision and trust.
At Trezone Ventures, she serves as Communication Manager within the alternative investments vertical, working closely with wealth managers, brokers, and investors to facilitate structured investment-related conversations. She is responsible for ensuring clarity across engagements, managing communication flows, and supporting the seamless progression of opportunities from initial discussions through to execution. Her approach is defined by clarity, responsiveness, and a disciplined focus on effective stakeholder communication.
