About Us

Lean Research is dedicated to empowering Asset managers. We provide trained, full-time offshore investment analysts to take on all the grunt work to more challenging analysis, so investment teams can focus on the strategic, high-value work like investment strategy & generating more investment ideas. Our analysts are dedicated to your organization & act as long-term, full-time team members - committed to your investment process and principles.

Our team of investment analysts come from diverse backgrounds such as finance, economics, accountancy and mathematics. We are brought together by our passion for conducting fundamental research and our deep interest in understanding businesses.

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1200
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Financial Models

500
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Equity/ Credit Reports

20
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Clients Served

100
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Industry Reports & Updates

Meet Our Leadership

One of our leadership philosophies here at Lean Research is that the leaders are responsible for supporting an upside down organisation chart.

Kartik Kabra

Founder & CEO

Kartik Kabra, CFA , is the Founder and CEO of Lean Research, a company that specializes in providing investment analysis and research support services to asset managers worldwide. He's got a solid background in investment research and Knowledge Process Outsourcing (KPO). Kartik is known for his expertise in areas like fixed income, credit analysis, and equity research. Before starting Lean Research in 2021, he gained valuable experience working at top KPO firms, including Intellimation.ai and WNS Global Services. At LR, Kartik leads with a focus on transparency, meritocracy, and fostering professional growth, earning him respect in the investment research community.

Anto Chacko

Director

Anto Chacko is a financial services professional with over a decade of experience. He is the Director at Lean Research. With a background in project management and financial risk management, Anto is known for managing multidisciplinary teams and stakeholder engagement. He has held roles such as Head of Risk Analytics at Dvara KGFS and Assistant Vice President of Risk Management at Swiss Re where he developed his expertise in corporate and country credit analysis. Anto’s approach is all about financial risk and strategic execution. He is the go-to person to navigate complex risk environments and drive business strategy.

Rishabh Gattani

Head, Operations

Rishabh Gattani, CFA is the Head of Operations at Lean Research. He oversees the overall strategy and day-to-day operations of the firm. Rishabh has worked in significant roles such as Manager - Institutional Equities at Kotak Securities where he was involved in equity research and providing tradeable calls to clients. His hands on experience in capital markets both as a professional and during his self-employed stint in Rajasthan shows his ability to use technical and fundamental analysis to make investment decisions.

Meet Our Advisors

Our advisors bring a wealth of industry expertise and strategic insight, guiding Lean Research with their deep knowledge and innovative perspectives.
Anuj Jaithliya
Advisor-Fintech & Tech Investment Advisor

Anuj Jaithliya is a Senior Investment Analyst at Mission Holdings, overseeing liquid capital investments with a focus on software & services, media/consumer tech, fintech, and other diverse sectors. With over 7 years at Mission Holdings, Anuj leads the research team and manages investments through direct and external manager allocations. His prior experience includes working as an Equity Research Analyst at CRISIL Global Research & Analytics, supporting global buy-side funds and private equity projects, and as an Equity Research Analyst at Anand Rathi Securities. Anuj began his career as an Associate at a CA firm and holds a Chartered Accountant designation from The Institute of Chartered Accountants of India.

Dr. Alexandre Ayoub
Special Advisor - Emerging Markets Research

Dr. Alexandre Ayoub, was previously Head of Emerging Markets Research at Waha Capital, is passionate about driving sustainable, profitable impact through his extensive knowledge of corporate finance and investment. With a PhD in Managerial Economics from the London School of Economics, Alexandre has developed expertise in lending to higher-risk corporates and leading investment strategies in Emerging Markets. His career spans significant roles at JPMorgan, VTB Capital, and Deutsche Bank, where he specialized in high yield credit research, structured lending, and special situations. Alexandre's is dedicated to fostering growth and innovation through his strategic vision and financial expertise.

Team Lean Research

We recognize that everyone at Lean Research was hired for a reason, and the responsibility of the leadership team is to enable the team in doing what they do best.

Harshit Pangaria

Senior Research Analyst

Mehul Patel

Senior Financial Analyst

Ayush Laddha

Research Analyst

Ravi Jain

Financial Analyst

Shivam Tamboli

Biotech Research Analyst

Rohit Kushwah

Growth Marketing Analyst

Ankit Nama

Pharmaceutical Research Intern

Our Values

Transparency, Meritocracy and Progress for all parties involved. We pay particular attention to select analysts who are among the best performers, with excellent track records and who are eager to add value and make a difference. We motivate them not only financially (e.g. through the direct compensation / bonus scheme) but especially by offering them significant career growth opportunities (from analysts to becoming mentors, trainers, business partners, etc).