Currently –the Founder & CEO of Finolutions LLP, a unique B2B Consulting firm specialized for Wealth Management industry. Total of nearly 35years of work experience across Software Development (about a decade) and Financial Services (nearly 25 years).
Within Financial Services, have worked across Merchant Banking, Resource Mobilization, Distribution, Portfolio Management, Research, Advisory, Products role. Have worked across organizations such as Lloyds Capital Management, ASK Raymond James, Birla SunLife group, Franklin Templeton, UTI Asset Management and Trust Group before the entrepreneurship.
Academically –a Bachelors in Commerce as well as Law, a PG Diploma holder in Computer Science as well as Taxation Laws, an MBA, a Certified Financial Planner, a Certified Portfolio Manager, a Certified Wealth Manager and a Certified Alternative Investment Manager.
Have carried out cross border Startup transactions. Have also been involved in Capital Raise transactions within India. Recognized as a Due Diligence specialist for EB5 (US Green Card/Residency Program).
Regular speaker/presenter in various academic forums including IIMs and other premier management institutions.