Our Team

Jay Shah

Founder & Managing Partner

Jay has over 12 years of experience across a range of business including Wealth Management, Private Banking, Equity Research, Lending, Real Estate Advisory and Investment based Immigration Visas. Post-Graduate in Finance from FLAME, Pune. Over his corporate tenure, he has worked across various organisations like JM Financial, HDFC Bank, Citi Bank & Centrum. He loves travelling, playing badminton and swimming.

Piyush Kothari

Founder & Managing Partner

Piyush is a seasoned Banker with a successful global career of over 10 years. Having spent times with ICICI Bank, HDFC Bank & Centrum with in-depth understanding for the business of Wealth Management, Capital markets, Investment Banking, Private Equity & Lending. He manages clients across geographies for simple to complex Financial Services requirements. His investment goal is to retire rich, own a beach home & produce a film.

Shefali Jain

Senior Advisor – Legal & Succession Planning

Shefali has an extensive experience of over 8 years in the field of Corporate law (Litigation & Non-Litigation). Her prominent assignments include work in the fields of Private Equity & Venture Capital Funds, Indian Startup Advisory, Succession Planning and complex Trust formations for clients in the Western world.

Anand Lunkar

Senior Advisor – Taxation

By profession, Anand is a veteran Chartered Accountant with deep knowledge and operational experience in key regulatory areas of taxation & auditing. With an established track record of delivering values for more than a decade now, Anand brings along great experience to advice clients on complex taxation matters at Waterfront Capital.