Headline

Product Operations @ smallcase | Fintech | MF & US Equities

About

I'm a product-minded operator currently working in fintech, helping scale investment products across Mutual Funds and US Equities. In my role, I work closely with Product, Engineering, Design, Compliance, and Customer Experience teams to improve user journeys, streamline operational processes, and solve complex customer-facing problems. My experience spans product operations, process design, automation, stakeholder management, and driving initiatives that improve both user experience and business outcomes. What excites me most about product is understanding customer behavior, identifying friction points, and building scalable solutions that make investing simpler and more accessible. I enjoy working at the intersection of users, business, and technology - turning insights into action and ideas into impact. Areas of Interest: • Product Management • Fintech & WealthTech • Product Strategy & Execution • User Experience & Customer Journeys • Data-Driven Decision Making • Process Automation & Optimization • Cross-Functional Collaboration Always happy to connect with product builders, founders, and professionals passionate about creating impactful products.

Location

Bengaluru

AI stack

claude code

gemini

n8n

notion

ChatGPT

Work experience

Business Associate at smallcase, Feb 2025 - Present · 1 yr 7 mos, Bengaluru, Karnataka, India, • Led product operations across Mutual Fund and US Equities investment products, managing the end-to-end transaction lifecycle from order placement and execution to settlement, reconciliation, and reporting across 3,000–5,000 weekly transactions and 25+ AMC relationships. • Built 10+ automation solutions using Google Apps Script that brought overall operations to 90–95% automation, reducing manual effort by up to 80% across payment reconciliation, refund processing, settlement file ingestion, and AMC communication workflows. • Designed operational workflows and monitoring systems including real-time Slack alerting, daily recon dashboards, and weekly product health reports (67+ published consecutively), surfacing transaction anomalies and product gaps to Engineering and Product teams. • Collaborated cross-functionally with Product, Engineering, Design, Compliance, CX, and 6+ external financial partners to resolve 100+ weekly escalations and drive process improvement initiatives. • Led a regulatory compliance investigation end-to-end, compiling verification logs across KYC, OTP, bank validation, and FATCA records, and drafting the formal due diligence response to an AMC's compliance team. • Initiated first product discovery project, analyzing support ticket volumes and engineering effort to build business cases for self-serve features, marking a transition from operations into product work.

Financial Analyst at Inspirigence Advisors, Oct 2024 - Feb 2025 · 5 mos, Mumbai, Maharashtra, India, • Managed end-to-end operational processes for Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), ensuring accuracy and efficiency in fund operations. • Coordinated with key stakeholders, including Custodians, Registrars & Transfer Agents (RTAs), Fund Accountants, Fund Managers, Investors, and Clients to facilitate seamless operational workflows. • Performed Net Asset Value (NAV) calculations, cash flow analysis, and portfolio reporting, delivering accurate and timely insights to clients and investors. • Prepared and maintained portfolio statements, reconciliations, and investor reports to support informed decision-making. • Ensured compliance with SEBI regulations by preparing, reviewing, and filing quarterly regulatory reports with a high degree of accuracy. • Contributed to process improvements and operational controls to enhance efficiency, compliance, and service quality.

Finance Intern at Ads Klick Media, Jun 2023 - Jul 2023 · 2 mos, Remote

Head of Logistics Department at Vitta Vibhava (UG Finance and Investment Cell) of SVKM’s Nmims Bangalore, Aug 2022 - Jun 2023 · 11 mos, Bengaluru, Karnataka, India

Education

SVKM's Narsee Monjee Institute of Management Studies (NMIMS)

Avinash College of Commerce - India