Headline

Head of Technology - Money Lancer | MSc Financial Engineering | MSc Financial Technology |

About

As the Head of Technology at Money Lancer Investment Pvt. Ltd., I lead digital transformation initiatives that align with the firm’s growth and strategic goals. My work focuses on developing innovative WealthTech solutions, including the Money Lancer Wealth app, while integrating advanced technologies like AI, blockchain, and data analytics to optimize portfolio management and enhance client experiences. I hold a Master’s in Financial Technology from the University of Birmingham and am currently pursuing an MSc in Financial Engineering at WorldQuant University. With a background in machine learning, large language models, and GenAI, I am driven to bridge the gap between finance and technology, delivering impactful data-driven strategies that enable smarter decision-making and innovation.

Location

Pune District

AI stack

anthropic apis

antigravity

claude code

claude

codex

cursor

gemini

glama

hugging face

mcp

notebooklm

notion

obsidian

ollama

openai

openclaw

perplexity

Work experience

Chief Technology Officer at Money Lancer Investment Pvt.Ltd., Mar 2025 - Present · 1 yr 5 mos, Pune, Maharashtra, India, • Technology Strategy & Leadership – Define and execute the firm’s digital roadmap aligned with business growth and investor needs. • Platform Development – Lead the design and implementation of the Money Lancer Wealth app and digital platforms, integrating APIs (BSE Star MF 2.0, CAMS, KFintech) for seamless client transactions. • Innovation in WealthTech – Drive adoption of emerging technologies such as AI, blockchain, and data analytics to enhance portfolio management and client experience. • Data & Analytics – Build financial models and dashboards for portfolio diagnostics, investment insights, and performance tracking. • Cybersecurity & Compliance – Ensure secure, SEBI-compliant infrastructure with encryption, backups, and role-based access. • Vendor & Partner Management – Collaborate with fintech vendors, AMCs, and API providers to integrate new investment products and services. • Automation & Efficiency – Implement process automation for portfolio reviews, reporting, and client communications to improve efficiency and accuracy. • Investor Experience – Enhance client-facing tools with features like portfolio fetch, spending analyzer, credit score tracker, and concierge services. • Team Collaboration – Work closely with directors, relationship managers, and analysts to align tech initiatives with client goals. • Scalability & Reliability – Oversee IT infrastructure (servers, firewalls, monitoring) to ensure 24/7 uptime and smooth operations.

Machine Learning Engineer Intern at Perceptronix Ltd, Mar 2024 - Sep 2024 · 7 mos, Birmingham, England, United Kingdom, -Engineered 20+ macroeconomic models using machine learning & econometrics, influencing prediction accuracy by 20%, showcasing innovative thinking. -Applied advanced statistical techniques, including anomaly detection, to analyze macroeconomic data, resulting in actionable policy-making insights and showcasing strong problem-solving abilities. -Programmed in Python & R to build machine learning models, resulting in a 25% reduction in data processing time through effective data modeling, reflecting technical proficiency and ability to adapt. -Forecasted UK inflation with a 95% confidence interval using machine learning methodologies, providing reliable projections for treasury planning, ensuring attention to detail and innovative thinking.

Quant Trading Assistant Intern at Infinity Investments, Dec 2023 - Mar 2024 · 4 mos, Pune, Maharashtra, India, -Provided desk support as an assistant to a senior quant trader, raised PnL by 3% & ensured uptime for electronic trading algorithms, demonstrating collaborative and assisting abilities. -Conducted ML & GenAI-based sentiment analysis to enable sector news tracking from 10+ news sources, generating accurate equity trading signals with a 90% sentiment accuracy & identifying market trends, showcasing innovative approaches and strong communication skills. -Revamped algorithmic trading efficiency by 10% & upgraded trading strategies through optimization of algorithmic trading parameters using Data Analysis; conducted post-trade processing & market risk management, highlighting strong problem-solving and technical skills. -Led management of AWS-based data automation projects that enhanced data quality by 30%, establishing cloud platforms for efficient data modeling, demonstrating focus, innovative thinking, and maintaining high standards.

Equity Research Analyst Intern at Arthbodh Shares & Investments Pvt. Ltd., Jun 2022 - Aug 2022 · 3 mos, Pune, Maharashtra, India, -Generated 30+ thematic reports across sectors for senior analysts, enhancing strategic decision-making, showcasing strong writing and attention to detail. -Facilitated development of 10+ financial and valuation models leading to improved forecasting accuracy, demonstrating technical skills and ability to design effective models. -Provided ad-hoc portfolio optimization & portfolio construction assistance to senior PMs, including stock tracking & identifying key trends and investment opportunities, impacting organisation portfolio optimization by 4%, reflecting collaborative and adapt abilities. -Responded to client queries and provided risk metrics assistance, leading to a 20% positive impact in investment outcomes, showcasing strong communication skills and being highly motivated.

Education

Master of Science - MS, Financial Technology ( Fintech ), University of Birmingham

Master of Science - MS, Financial Engineering, WorldQuant University

Public links

github: https://github.com/atharvayjoshi