Pratham Bhatia
Retail Investments in FIIs & Real Estate | Sarvi
- Role
- Co-director Head of Capital Allocation at Sarvi
- Location
- Kanpur, UP, IN
- LinkedIn followers
- 500 followers
About Pratham Bhatia
Bond trader operating within our family office, focused on fixed-income markets, yield optimization, and disciplined capital allocation.Transitioned deliberately into capital markets after an early career in strategy and data-driven roles. That perspective now informs a structured, execution first approach to risk management, liquidity planning, and capital preservation across market cycles. Decisions are guided by market structure, settlement realities, and risk-adjusted outcomes rather than narratives or sentiment.The work is straightforward: analyze, execute, manage downside. Real capital, real decisions, no narratives.
Experience
Co-director Head of Capital Allocation
Apr 2025 — Present · Kanpur, IN
Oversee capital allocation across the family office, spanning fixed-income markets, real estate, operating businesses, and other investments. Responsible for evaluating opportunities through the lens of risk, liquidity, duration, and capital efficiency, while aligning deployments with long-term family objectives.The role involves balancing active market participation with short-term asset classes as well as longer-term asset decisions, working across asset classes to ensure capital is deployed thoughtfully rather than reactively. Decisions are guided by structure, discipline, and a preference for clarity over complexity.
Education
Queen Mary University of London
Bsc. Business Management, Business Administration and Management, General
2020 — 2023
Bayes Business School
Master's degree, Management
Pathways World School
Middle School Diploma, Physical Sciences
2015 — 2018
Delhi Public School - India
High School Diploma, Business/Commerce, General
2018 — 2020
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