White Stone ValueEdge Fund

Hardik blends two decades of equity research, portfolio management, and hands-on market operations with a simple aim: protect capital first, then let it compound. He built and scaled the broking franchise at ISJ Securities and managed day-to-day operations before making a deliberate pivot to long-term value investing. In 2011, he obtained the SEBI PMS license for Whitestone Financial Advisors and led investment decisions from 2011 to 2017, winding down a successful broking business so the firm could focus on thoughtful ownership rather than transactions. He has also managed his family’s investments for over 20 years. Hardik’s edge lies in deep fundamental research, strong governance filters, disciplined position sizing, and the patience to hold cash when value is scarce. Off the desk, his love for cricket reflects a test match temperament: waiting for the right opportunity and capitalizing on it effectively.