Ishpreet Batra, CFA

Hi, I’m Ishpreet — an equity research professional with 18 years of experience navigating markets from both sides of the table. My journey began on the sell side, where I spent 5 years building a rigorous foundation in research and company analysis. I then moved to the buy side — spending 13 years across portfolio management, asset management companies, and most recently, a family office — where I got to see firsthand how great research translates into long-term wealth creation. Each chapter taught me something different: sell side sharpened my analytical lens, PMS/AMCs deepened my understanding of institutional investing, and the family office world showed me the value of patient, conviction-based capital. Now, I’m channelling all of that into something deeply personal — Anulom Capital, my own family office, built on a simple but powerful belief: wealth, like life, should be aligned, balanced, and enduring. Beyond the markets, I’m a yoga enthusiast at heart. I’ve completed 200 hours of basic teacher training from The Yoga Institute — one of the oldest yoga institutions in the world. Yoga keeps me centered, and the discipline and stillness it brings have quietly made me a better investor too. The values I live by on the mat — alignment, balance, and longevity — are the same ones I bring to capital allocation. If you’re passionate about long term investing, markets, yoga, wellness, I’d love to connect.