Avinash Dulani — Vice President - Investments · Thakor Family Office

Avinash Dulani — Vice President - Investments · Thakor Family Office · Mumbai, Maharashtra, India.

Direct contact

No direct contact on file for Avinash yet.

About

I am a value-focused Investment Management professional with over 12 years of experience across Family Offices and Portfolio Management Services (PMS). I have successfully sourced and managed investment opportunities across various asset classes for a Family Office with approximately US$ 350 million in assets under management. Additionally have been a key member in formalizing an investment structure that met the objective. My expertise extends to legal, compliance, and operational aspects essential for running a family office.

Experience

Vice President - InvestmentsCurrent
Thakor Family Office · Mumbai, Maharashtra, India
May 2025 – Present
- Investment Manager for a Family Office with upward of $200 mn AUM - Oversee strategic allocation and management of portfolio - Other key area's - Succession Planning, Formalizing the structure, Tax planning
Assistant General Manager - Finance & IR
The Phoenix Mills Ltd. · Mumbai, Maharashtra, India
Apr 2022 – Apr 2025
- Key contributor to the growth of the family office from managing $30 million to $350 million in assets. - Built a debt portfolio from scratch, reaching a 22% allocation of total AUM, generating pre-tax returns of over 9.9%. - Invested in the startup/venture capital space, allocating 10% of AUM across 12 diverse venture capital funds. - Formalized the family's investment strategy through an IPS, including return goals, risk tolerance, and a defined approval process. - Collaborated with Legal and Compliance to draft decisions and projects, reducing the family's tax liability through strategic tax planning.

Education

Vivekanand College Of Management Studies And Research, Mumbai — MMS, Finance · 2010 – 2012