Shreyam Shah
AIF / Investment Team
- CA
Research across listed and unlisted companies and entrepreneurial experience.
Moneybee Story
“While bees convert nectar into honey, Moneybee focuses on transforming money into wealth.”
Bees
Moneybee
About us
About Moneybee Group
Moneybee Group was started in 2004 by Mr. Dhiren Shah. The Group operates across areas including portfolio management, equity broking, investment advisory and related financial services.
Moneybee focuses on understanding businesses deeply and identifying opportunities that may be overlooked by the wider market.
Founder
Dhiren Shah
Managing Director
- FCA
- Grad CWA
- LLB
- M.Com.
0+Years of experience
- 45+ years of experience in corporate advisory and wealth management.
- Started Moneybee Group in 2004.
- Experience in turnaround and growth advisory for small and medium-sized businesses.
- Deep understanding of multiple industries and market cycles.
- Experience as an advisor and investor in businesses.
Key Team Members
Suprit Shah
Compliance Officer, PMS
- LL.B.
Compliance, risk management and fraud prevention experience.
Ritesh Mistry
Asst. Vice President, Advisory
- MBA
15+ years in corporate research, business modelling, valuation and investment advisory, covering chemicals, automobiles and capital goods.
Anurag Roonwal
Asst. Vice President, PMS
- CA
- FRM
- CFA Level 2
6+ years at Moneybee finding undervalued small and mid-sized companies with strong growth. Earlier in due diligence at EY and statutory audit at PwC.
Manan Shah
Asst. Portfolio Manager, PMS
- CA
5+ years at Moneybee on investment banking and research projects for listed and private companies. Earlier ran his own diamond trading business in Dubai.
Chinmayi Upadhyay
Senior Associate, PMS
- CA
3+ years at Moneybee on in-depth sector and company research, listed and private. Earlier in the GST practice at Suresh Surana & Associates (RSM India).
What the group does
- Portfolio management
- Equity broking
- Investment advisory
- Related financial services
Recognition
Ranked among India’s top-performing portfolio managers by PMS Bazaar
As on 31 Dec 2024
3rd5-year returns
- 01+72.62%
- 02+48.91%
- 03Moneybee PMS+44.69%
- 04+43.09%
- 05+42.41%
- 06+40.57%
- 07+40.27%
6th3-year returns
- 01+46.13%
- 02+43.43%
- 03+43.11%
- 04+42.55%
- 05+41.26%
- 06Moneybee PMS+38.67%
- 07+36.99%
6th1-year returns
- 01+72.00%
- 02+69.69%
- 03+66.52%
- 04+52.83%
- 05+52.61%
- 06Moneybee PMS+51.95%
- 07+51.17%
Returns in %. Past performance does not guarantee future performance.
Timeline
2004
Dhiren Shah starts Moneybee Group.
Aug 2007
Moneybee PMS starts managing portfolios.
Oct 2025
Flyingbee Investment Fund declares its first close.
For clients
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