Niharika Shah

I'm drawn to the unglamorous middle of the value chain — the chemical that keeps a chip from peeling apart, the testing equipment that gatekeeps 1.6T Ethernet, the legacy foundry catching the AI spillover, the audio company quietly bidding for a seat inside the AI PC. I've written about Kioxia's pivot from commodity NAND to AI-grade enterprise flash, Semtech's analog connection chips inside the data center, MEC's near-monopoly on the microscopic glue holding advanced packaging together, Cirrus Logic's asymmetric bet on AI laptops, UMC's "China-Plus-One" repositioning, Adtran's quantum-safe European build-out, and most recently, how Pokémon Pokopia helped Nintendo offset a 30% stock dip in The Business of Play. If a moat is hiding in plain sight inside a supply chain, that's usually where I want to be.

Before joining Godrej Wealth, I spent over a decade in wealth and investment management. Most recently, I was Vice President – Product & Research at Equirus Wealth. Prior to that, I worked at Waterfield Advisors, one of India's largest multi-family offices, where I focused on portfolio construction and capital deployment for ultra-high-net-worth families. Along the way, I led M&A at 10club, was part of the Alternatives team at Avendus Wealth researching private markets, and began my career at TresVista, supporting global investment banks and investment funds with research and analysis. I hold a BBA (Finance) from Narsee Monjee Institute of Management Studies (NMIMS) and was recognised as one of AIWMI's India's Top 100 Women in Finance in 2020. I'm based in Mumbai. You can connect with me on LinkedIn.