The Partnership

Names on the
door, capital
alongside yours.

The firm is led by a partnership rather than a board of strangers. Each partner holds capital in the strategies they oversee, sits within a single investment committee, and is reachable by the clients whose files they keep. Read each biography below.

The Partners

Eight partners,
one committee.

The partnership spans five practices and three offices, yet answers to a single philosophy and a single set of minutes. Select a partner to read their biography.

Advisory Board

Counsel from
beyond the firm.

An advisory board of former regulators, academics, and industrialists meets quarterly with the partnership. Its members hold no executive role; they exist to question, to caution, and to lend perspective the desks may lack.

Justice (Retd.) H. Subramaniam
Former Securities Tribunal Member

A retired member of the Securities Appellate Tribunal who advises the firm on regulatory interpretation and the conduct expected of a registered intermediary.

Dr. Lalita Venkataraman
Professor of Finance, IIM

An academic economist whose work on market microstructure and household savings informs the firm's research and its long-horizon allocation views.

Farhan Qureshi
Former Banking Regulator

A career central banker, formerly in banking supervision, who counsels the firm on credit discipline, systemic risk, and the conduct of its lending arm.

Nalini Desai
Industrialist & Promoter

The promoter of a listed manufacturing group, she brings the perspective of the operating company to the board and tests the firm's advisory against the realities of running a business.

Air Marshal (Retd.) K. Sodhi
Governance & Risk Counsel

A retired services officer who advises on governance, operational resilience, and the chain of accountability the firm maintains across its practices.

Dr. Imran Sheikh
Technologist & Cryptographer

A computer scientist specialising in secure systems who reviews the firm's trading infrastructure, data protection, and the resilience of the Sovereign Terminal platform.

Speak with the partner who will keep your file.

Engagements at David Holdings begin with an introductory meeting — in Chennai or by video. We meet by appointment.

Schedule a private consultation
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