About Us

Pankaj Priyadarshi - Founder

Prime Areas: Financial Management, Valuation and M&A, Fundamental analysis & Equity research, Investment advisory and trading 12 years of international and domestic experience in the area of Financial Management, Investment advisory, Valuation & M&A, and Financial reporting & analysis in CFO-Net, Deloitte consulting, Venture capital, and few other firms in India and USA. He played the leadership role in last 6 years managing a team of 70+ people and project finances of multimillion dollar projects. He also trains students in CFA and Equity Research and lectures at premier business schools as visiting faculty. Pankaj possesses MBA from Indian School of Business (ISB), Hyderabad and Engineering graduate from Indian Institute of Technology (IIT), Kharagpur. He also possesses certification in leadership & management from Harvard University. He can be reached at pankaj@verticalgrass.com

Bimlesh Singh - Founder

Prime Areas: Investment advisory, Equity research, Fundamental & Technical analysis, financial analysis & reporting 10 years of international and domestic experience in the area of Financial Management, Banking, Investment advisory, and Financial reporting & analysis in Sopra Group, Societe Generale, Venture capital, and few other firms in India and Europe. Bimlesh is expert in investment advisory and technical analysis. His tips have worked well over 70% of the time. He has played key role in consulting to banks and other financial institutions on their wealth management offerings. He consults individuals and institutions in derivative trading and risk management. He also trains students in CFA, Technical analysis, and derivatives trading. Bimlesh is CFA level 2 candidate pursuing CFA from CFA Institute, USA. He has done B. Tech. from IT-BHU, one of the premier engineering institutes in India. He can be reached at bimlesh@verticalgrass.com

Anup Rai - Founder

With over 8 years of experience, Anup is from IIT Kanpur. Anup brings with him varied experience in various capacities. He possesses international work experience, working in USA and India with various clients. Anup brings with him deep knowledge in business analysis, account management, and project execution in various areas such as retail banking, consumer finance, and financial reporting.His work involves dealing with clients, understand business requirements, and ensuring that the team delivers right business requirement on schedule and of requisite quality.

Who we are

The growth and complexity of different investment assets has made investment challenging. New products come to market very frequently without much clarity and information on its type, structure, and composition. Products such as ULIP, highest NAV in 7 years funds, index funds, growth & value stocks, Gold ETF, Insurance products, derivatives, and commodities require study and understanding before the investors can make money. Hence it is extremely important - in today's world - to make right decision on investment.

Vertical Grass is an investment advisory company promoted by a team of highly qualified team with international experience in United States, Europe, and India. Our team comprises of CFAs and MBAs from top tier business schools.

What we do

Investment advisory: We advise people in making right investment decision. Some of our investment services are:

Investment in stocks, mutual funds, commodities, exchange traded funds

Investment in Gold, Silver, Platinum

Personal financial planning, retirement planning, tax planning, Education planning

Sub-broking services through Angel broking

Mutual fund distribution (\We are AMFI certified mutual fund distributor)

Research & Publication: We provide research reports to media firms. Some of the report types are:

Stock analysis, Mutual fund analysis, Insurance analysis

Report and articles on major economic events and policies

Personal finance advisory articles and information

Financial Consulting: We provide financial consulting in following areas:

Valuation, M&A, Due diligence, Fund Raising

Financial reporting, Cost Optimization, Effective Utilization of Resources, Cost Analysis

Financial analysis of investment assets

Our select client engagement

Bank Bazaar, an online loan portal
Investment Yogi – a tax & investment consulting company
A venture capitalist firm
Few MBA schools on their trade & investment related training
Individuals, HNI, and Institutions for investment advisory

We can help if

You are an individual looking for expert advice on stock, mutual funds, insurance, tax, and overall financial planning.
You are a media company looking for help in setting up your business and trading segments with top of the notch analysis and articles on investment, assets, and policies.
You are a company needing financial services such as cost management, outsourcing, M&A advisory, valuation, and financial accounting.
You are a business school looking to design trainings related to market and investment.