About

I’m Jitesh. I spend my time on two things: investing, and building a frontier technology lab.

Investing

I invest through d²y/dx², my proprietary investment practice. The name is the second derivative: the point where the curve bends. The practice looks for positions where the rate of change is itself changing, with convex upside and a bounded, known downside.

The approach comes from my training in valuation and risk. Find the convexity, then size it so that being wrong is survivable.

Building

Udgam Labs is the AI company I’m building: a frontier technology lab making useful AI models and practical software for people around the world. We run a lot of experiments, release open models, and ship independent products such as Fron, MeraCVResume and Vyapari.

Background

I started in physics, moved into finance, and now work where the two meet technology.

MBA

IIM Lucknow

Physics (Honours)

University of North Bengal

CFA Level I & II

Cleared

FRM Part 1 & 2

Cleared

Get in touch

I’m happy to hear from people working on interesting problems in markets or AI. Reach me on LinkedIn or X.