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Who We Are
Northbound Investment is a financial and advisory entity with a team of dedicated investors with a strong investment culture and is committed to craft bespoke solutions.
About Northbound Investment
Founded in 2009, Northbound Investment is the fastest-growing financial consultancy and advisory entity based in India. As advisors, we strive to craft bespoke solutions by delivering world-class strategies, financial products and services to drive maximum value creation. From the beginning, Northbound Investment’s fame has been to help small-cap and mid-cap listed or unlisted companies realize their financial goals by providing high-quality and customized financial planning based on client’s specific needs.

Over the past 4 years of our goals aligning with the value of our clients, Northbound has worked extensively in the Indian market to build an impressive client base and impeccable credentials along with a strong in-house research team to track, research and evaluate capital markets & financial sectors while building a strong relationship approach with our clientele. We work towards providing our clients with innovative financial advice and capital pooling strategies in adherence to their needs while enabling sustained capital appreciation through elevated returns over time.
How Are We Different
1. Team experience of more than two decades in spanning multiple market cycles
2. Strong ties with Buyout Funds, Private Equity Firms, and Foreign Institutional Investors at the CIO level
3. Worked with the leading domestic institutions, banks and a host of FIIs and Private Equity Funds
4. Fundamental and independent research across varied domains
5. Hosted roadshows and management meetings in Mumbai, Hong Kong, Singapore, New York, United Arab Emirates, and London.
6. We commit to being proactive, reducing turnaround times in all we do
7. We strive for excellence in everything we partake, and mediocrity has no place in our activities, delivery, or outcomes.
Our Purpose And Values
Soon to be a SEBI registered company, Northbound Investment’s purpose is to make its clients aware of their financial capability
while being a trusted partner, advisor and a respected leader in financial consultancy and advisory.
At Northbound Investment, we are committed to fostering and maintaining a culture based on our eight core values:
Do the Right Thing
Clients First Approach
Lead with Exceptional Ideas
Strive for Excellence
Act with Integrity
Be Accountable
Committed to Employees
Engaging in
Thoughtful Decision Making
Do the Right Thing
Clients First Approach
Lead with Exceptional Ideas
Strive for Excellence
Act with Integrity
Be Accountable
Committed to Employees
Engaging in Thoughtful
Decision Making
Meet Our Team
Meet our team of Northbound Investment who enable the company's brain globally with innovative solutions & value additions.
Sudhir Joshi
A Fellow of the Institute of Chartered Accountants with 20+ years of capital market...
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Ronak Joshi
A stellar web media expert with exemplary global networking skills, Ronak plays a pivotal...
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Pravin Rathod
Chartered Accountant by qualification, he has principal expertise is in structuring and organizing capital for SMEs and...
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S. Ramakrishna
Ramakrishna, a Chartered Accountant, Cost Accountant and Company Secretary is an...
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Vicky Kukreja
With a focus on Private Equity deals, Vicky is responsible for monitoring, strategy execution...
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Sudhir Joshi
A Fellow of the Institute of Chartered Accountants with 20+ years of capital market...
Know more
Ronak Joshi
A stellar web media expert with exemplary global networking skills, Ronak plays a pivotal...
Know more
Pravin Rathod
Chartered Accountant by qualification, he has principal expertise is in structuring and...
Know more
S. Ramakrishna
Ramakrishna, a Chartered Accountant, Cost Accountant and Company Secretary is an...
Know more
Vicky Kukreja
With a focus on Private Equity deals, Vicky is responsible for monitoring, strategy execution...
Know more