Heritage Capital Management is a SEC registered investment advisor primarily focused on the Indian securities market. Heritage shares common ownership and management with Doshi Capital, a New York based family investment office with extensive Wall Street relationships.
Heritage invests using a flexible approach that emphasizes deep fundamental analysis and an absolute return mindset. Heritage believes that deep local connections and insight from an experienced domestic research team is essential in any foreign market.
Heritage has a sub-advisory relationship with Heritage India based in Mumbai, India. The Heritage India team is headed by Rajesh Bhatia, a prominent equity manager who previously ran a $1.5 billion division of Reliance Capital.
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