- 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
A self-made entrepreneur with over 40 years of experience across the agriculture, real estate, logistics, and aviation sectors, recognized for visionary leadership and strong financial acumen. He has successfully established and scaled multiple businesses across East Africa, the Middle East, and India. He played a pivotal role in building RSA Global into a leading integrated logistics platform spanning third-party logistics, e-commerce supply chains, cold chain, chemical logistics, freight forwarding, and on-site supply chain solutions. A strong proponent of sustainability and innovation, he led initiatives such as the installation of a 1 MW+ solar rooftop at RSA-TALKE, significantly offsetting energy consumption. He has also driven strategic reorganization and expansion efforts to unify diverse service verticals under the RSA Global brand, while embedding a strong HSSEQ-driven culture to ensure safe, compliant, and sustainable logistics operations globally.
Managing Partner
Seasoned investment and fund management professional with over 20 years of experience across fund management, private investments, and alternative asset classes. Possesses deep expertise in structured products, private equity, and digital asset ecosystems, complemented by a strong track record in investor relations, business development, product strategy, and capital markets. Has held senior leadership roles and worked extensively with Ultra-HNIs, family offices, and institutional investors, delivering tailored investment solutions and driving strategic growth initiatives.
Profile at Trezone Ventures LLP
CFO & Partner
Investment and corporate finance professional with over 13 years of experience in corporate finance, investment due diligence, and fund structuring. Demonstrates strong expertise in financial modelling, market research, promoter evaluation, and comprehensive risk assessment. Has worked across diverse sectors including logistics, warehousing, supply chain infrastructure, and technology-enabled platforms. Brings hands-on experience in portfolio governance, performance tracking, and regulatory compliance, with proven exposure to structuring equity, mezzanine, and debt-based investment instruments.
Profile at Trezone Ventures LLP
CIO & Fund Manager
Investment professional with over 30 years of experience spanning fund management, private equity, and equity capital markets. Brings a strong background in arbitrage, investment analysis, and financial product distribution, supported by deep expertise in multisector investing, deal evaluation, and strategic asset allocation. Demonstrates a proven track record in portfolio construction, risk management, and exit planning, along with strong capabilities in negotiation, analytical modelling, investment structuring, and business planning.
Profile at Trezone Ventures LLP
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.
Advisor
Finance and fund operations professional with over 24 years of experience in private equity fund operations, finance, and fund accounting. Possesses a strong background in risk management, statutory compliance, and financial controls, with deep expertise in AIF fund accounting, investor reporting, and governance frameworks. Has played key roles in managing end-to-end finance and accounting functions for private equity funds across multiple entities and jurisdictions, including over 15 years as Financial Controller at True North, overseeing comprehensive fund accounting and reporting responsibilities.
Profile at Trezone Ventures LLP
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 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.
