Human-led, AI-powered
Value investing applied to alternative investments and private markets: listed REITs, InvITs, and real assets.
Order from randomness
A deep, comprehensive fundamental analysis of India's largest office REIT.
An upcoming, comprehensive fundamental analysis of India's largest power transmission InvIT.
Occasional writing on markets, capital allocation, geopolitics, philosophy, and the longer arc of things.
I'm an independent investment analyst focused on value investing across alternative investments and private markets: listed REITs and InvITs, real assets, and capital-intensive businesses where the gap between price and intrinsic value is most legible.
Obsidian Capital Research is where I put that philosophy to work. The approach is human-led and AI-powered: original, first-principles analysis and fully integrated financial models, with AI used to broaden coverage and pressure-test every thesis, never to replace judgment. Each report is built to an institutional standard.
I have cleared all three levels of the CFA Program and work in corporate finance, managing capital structure and banking relationships for a manufacturing business in India. I'm now focused on building independent research across private equity, venture capital, asset management, real assets, and listed real estate.