Headline

Founder, Invexor Labs | Building AI Agents for Investment workflows | Prior: AVP @ Buglerock Capital | JP Morgan | Standard Chartered

About

I’m an financial AI entrepreneur building at the intersection of financial markets, intelligent agents, and strategy. Currently Founder @Invexor Labs: Building 'Invexor Alpha' -- an investing workspace as an integrated OS for D2C DIY investors and B2B wealth advisors. Talking about Models & Markets and the whole spectrum in between. I am a curious researcher at heart, therefore constantly learning & shaping how agentic AI based application layer can solve investment, wealth and financial decision-making problems. Always open to conversations on AI, fintech, and the future of digital finance.

Location

Greater Hyderabad Area

Work experience

Founder & CEO at Invexor Labs, Apr 2025 - Present · 1 yr 8 mos, Designing an agentic decision-intelligence OS for investing that turns scattered research and ideas into simulation-tested, execution-ready portfolios. Combining institutional wealth-management experience with multi-agent AI to build a modern investing workspace for affluent investors and advisory teams. Currently focused on product architecture, early user discovery and GTM experiments.

Associate VP, Product Strategy | Wealth Advisory at BugleRock Capital, Jul 2023 - Sep 2024 · 1 yr 3 mos, Greater Bengaluru Area, Engineered wealth strategies for U/HNI clientele Designed multi-asset portfolios incorporating Funds, stocks and bespoke structures Led fintech integrations to optimize portfolio management and global investment access Executed LinkedIn content strategy that significantly enhanced client lead generation. Acting IC, deepening clients' understanding of products aligned to goals & market cycles

Senior Analyst | Product & Research at BugleRock Capital, Aug 2021 - Aug 2023 · 2 yrs 1 mo, Bengaluru, Karnataka, India, Mentored and expanded the research function, guiding junior analysts Developed strategic collateral: fact sheets, pitch books, and research papers Developed & implemented investment strategies using factor based methodologies: -- Dividend Growth, Global Franchise for HNI, retail clientele.

Product Research Lead at Runrate Wealth Network, Jul 2021 - Jul 2023 · 2 yrs 1 mo, • Led Product Research to develop a digital personal finance app • Utilized academic research in portfolio theory to guide product strategy, collaborating with fintech innovators; Boosted.ai, Qontigo.

Financial Planning | Investment Advisory at THRIVE Wealth, Aug 2020 - Jul 2021 · 1 yr, Institutional-grade advice for HNW clients through a blend of technology & people: Tailoring money management, retirement solutions for HNW investors. Supporting Financial Advisors on overall investment management philosophy. Conducting portfolio analysis and sharing expertise in a wide range of investment product areas.

Investment Analyst at o3 Capital, Aug 2019 - Jul 2021 · 2 yrs, Bengaluru, Karnataka, India, Asset Management for UHNW, Family Office clients: * Delivering a range of advisory services across capital allocation. * Strategic & Tactical Asset Allocation for Investment Capital across asset classes. * Fund manager evaluation (MFs, PMS, AIFs, Hedge Funds)

Senior Analyst at JP Morgan, Jul 2017 - Jul 2019 · 2 y, Bangalore

Senior Analyst at Standard Chartered, Jun 2015 - Jun 2017 · 2 y, Chennai

Education

Master of Business Administration (MBA Finance), Sri Sathya Sai Institute of Higher Learning

Bachelor of Commerce (B.Com.Hons), Sri Sathya Sai Institute of Higher Learning