About Us
About Waterfront Capital
What started as a shared discomfort turned into a vision — a platform where insight outweighs incentives, where clients feel heard, and where financial decisions are made with calm, structure, and intention.
By 2021, Waterfront Capital came to life — blending institutional discipline with boutique-style engagement to serve entrepreneurs, families, global Indians, and next-generation inheritors.
Our Mision &
Our Vision
Vision
Mission
Our Mision &
Our Vision
Vision
To simplify wealth management with clarity, trust, and a calm, client-first approach.
Mission
Our Team
Our Team Members
Founder & Managing Partner
Jay Shah
Jay Shah
Jay has over 12 years of experience across a range of business including Wealth Management, Private Banking, Equity Research, Lending, Real Estate Advisory and Investment based Immigration Visas. Post-Graduate in Finance from FLAME, Pune. Over his corporate tenure, he has worked across various organisations like JM Financial, HDFC Bank, Citi Bank & Centrum. He loves travelling, playing badminton and swimming.
Founder & Managing Partner
Piyush Kothari
Piyush Kothari
Piyush is a seasoned Banker with a successful global career of over 10 years. Having spent times with ICICI Bank, HDFC Bank & Centrum with in-depth understanding for the business of Wealth Management, Capital markets, Investment Banking, Private Equity & Lending. He manages clients across geographies for simple to complex Financial Services requirements. His investment goal is to retire rich, own a beach home & produce a film.
Senior Advisor
Shefali Jain
Shefali Jain
Shefali has an extensive experience of over 8 years in the field of Corporate law (Litigation & Non-Litigation). Her prominent assignments include work in the fields of Private Equity & Venture Capital Funds, Indian Startup Advisory, Succession Planning and complex Trust formations for clients in the Western world.
Senior Advisor – Taxation
Anand Lunkar
Anand Lunkar
By profession, Anand is a veteran Chartered Accountant with deep knowledge and operational experience in key regulatory areas of taxation & auditing. With an established track record of delivering values for more than a decade now, Anand brings along great experience to advice clients on complex taxation matters at Waterfront Capital.
Our Team
Our Team Members
Founder & Managing Partner
Jay Shah
Jay Shah
Jay has over 12 years of experience across a range of business including Wealth Management, Private Banking, Equity Research, Lending, Real Estate Advisory and Investment based Immigration Visas. Post-Graduate in Finance from FLAME, Pune. Over his corporate tenure, he has worked across various organisations like JM Financial, HDFC Bank, Citi Bank & Centrum. He loves travelling, playing badminton and swimming.
Founder & Managing Partner
Piyush Kothari
Piyush Kothari
Piyush is a seasoned Banker with a successful global career of over 10 years. Having spent times with ICICI Bank, HDFC Bank & Centrum with in-depth understanding for the business of Wealth Management, Capital markets, Investment Banking, Private Equity & Lending. He manages clients across geographies for simple to complex Financial Services requirements. His investment goal is to retire rich, own a beach home & produce a film.
Senior Advisor
Shefali Jain
Shefali Jain
Shefali has an extensive experience of over 8 years in the field of Corporate law (Litigation & Non-Litigation). Her prominent assignments include work in the fields of Private Equity & Venture Capital Funds, Indian Startup Advisory, Succession Planning and complex Trust formations for clients in the Western world.
Senior Advisor – Taxation
Anand Lunkar
Anand Lunkar
By profession, Anand is a veteran Chartered Accountant with deep knowledge and operational experience in key regulatory areas of taxation & auditing. With an established track record of delivering values for more than a decade now, Anand brings along great experience to advice clients on complex taxation matters at Waterfront Capital.