Om Kinholkar profile photo 1 on Tal

Om Kinholkar

Building TraccAi | AI Strategy & Business Intelligence for Indian Businesses | Fintech + AI

India

1+ year of work experience

TraccAi
Jul 20251 yrPresent

Mumbai, Maharashtra, India

As founder of TraccAi, my goal is to help Indian businesses grow smarter with real insights and AI-powered tools. We blend honest data, creative thinking, and Indian innovation to solve real-world challenges.Looking ahead, our team is committed to building India’s own large language model (LLM)—a foundation that supports local businesses, empowers entrepreneurs, and shapes the future of AI in India.If you believe in practical solutions and homegrown tech, let’s connect and build a smarter tomorrow together.
Wealth First Portfolio Managers Ltd
Jun 20256 mosNov 2025

Pune

As a Finance Intern at Wealth First Portfolio Managers Ltd, I gained valuable experience at the intersection of artificial intelligence and finance. This role provided hands-on exposure to how AI and advanced analytics are transforming wealth management, portfolio optimization, and investment decision-making. Key responsibilities and achievements: • Explored AI-driven financial modeling techniques and predictive analytics for portfolio performance analysis • Assisted in evaluating algorithmic trading strategies and machine learning applications in investment research • Conducted research on how AI tools can enhance risk assessment and portfolio rebalancing • Analyzed market data using quantitative methods and explored automation in financial reporting • Supported the team in understanding emerging fintech trends, including robo-advisory and AI-powered investment platforms • Gained insights into how artificial intelligence is reshaping client advisory services and wealth management • Developed proficiency in financial software while learning about AI integration in finance This experience deepened my understanding of AI applications in finance, preparing me to leverage technology-driven solutions in the rapidly evolving financial services industry.
TechLaw Solutions
May 20244 mosAug 2024

Redesigned early-stage sales funnel processes, improving lead qualification efficiency and reducing unqualified outreach by approximately 30%. Rebuilt 3 core sales pitch decks and refined messaging frameworks, contributing to a 12% increase in prospect-to-meeting conversion rates over 60 days. Mentored 4 peers in sales communication, objection handling, and pitch structuring, increasing team confidence and consistency in client interactions. Conducted structured training sessions on persuasion techniques and objection handling that were adopted across the sales team. Applied structured problem-solving to sales process optimization — diagnosed inefficiencies, proposed solutions, tested improvements, and measured conversion rate impact (12% increase).
Anand Munshi
Oct 20234 mosJan 2024

Pune, Maharashtra, India

Education

Dr. D. Y. Patil Vidyapeeth

Bachelor of Business Administration - BBA, Accounting and Finance

Dr. D. Y. Patil Vidyapeeth

20233 yrs2026

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Headline

Building TraccAi | AI Strategy & Business Intelligence for Indian Businesses | Fintech + AI

About

Founder & CEO of TraccAi — building India's AI-first business intelligence platform. BBA Finance student with hands-on experience in fintech, portfolio management, and AI strategy. Passionate about helping Indian SMEs and executives grow smarter with data and AI tools.

Location

India

Work experience

Founder at TraccAi, Jul 2025 - Present · 1 yr, Mumbai, Maharashtra, India, As founder of TraccAi, my goal is to help Indian businesses grow smarter with real insights and AI-powered tools. We blend honest data, creative thinking, and Indian innovation to solve real-world challenges.Looking ahead, our team is committed to building India’s own large language model (LLM)—a foundation that supports local businesses, empowers entrepreneurs, and shapes the future of AI in India.If you believe in practical solutions and homegrown tech, let’s connect and build a smarter tomorrow together.

Finance Intern at Wealth First Portfolio Managers Ltd, Jun 2025 - Nov 2025 · 6 mos, Pune, As a Finance Intern at Wealth First Portfolio Managers Ltd, I gained valuable experience at the intersection of artificial intelligence and finance. This role provided hands-on exposure to how AI and advanced analytics are transforming wealth management, portfolio optimization, and investment decision-making. Key responsibilities and achievements: • Explored AI-driven financial modeling techniques and predictive analytics for portfolio performance analysis • Assisted in evaluating algorithmic trading strategies and machine learning applications in investment research • Conducted research on how AI tools can enhance risk assessment and portfolio rebalancing • Analyzed market data using quantitative methods and explored automation in financial reporting • Supported the team in understanding emerging fintech trends, including robo-advisory and AI-powered investment platforms • Gained insights into how artificial intelligence is reshaping client advisory services and wealth management • Developed proficiency in financial software while learning about AI integration in finance This experience deepened my understanding of AI applications in finance, preparing me to leverage technology-driven solutions in the rapidly evolving financial services industry.

Business Sales Executive at TechLaw Solutions, May 2024 - Aug 2024 · 4 mos, Redesigned early-stage sales funnel processes, improving lead qualification efficiency and reducing unqualified outreach by approximately 30%. Rebuilt 3 core sales pitch decks and refined messaging frameworks, contributing to a 12% increase in prospect-to-meeting conversion rates over 60 days. Mentored 4 peers in sales communication, objection handling, and pitch structuring, increasing team confidence and consistency in client interactions. Conducted structured training sessions on persuasion techniques and objection handling that were adopted across the sales team. Applied structured problem-solving to sales process optimization — diagnosed inefficiencies, proposed solutions, tested improvements, and measured conversion rate impact (12% increase).

Team Leader at Anand Munshi, Oct 2023 - Jan 2024 · 4 mos, Pune, Maharashtra, India

Education

Bachelor of Business Administration - BBA, Accounting and Finance, Dr. D. Y. Patil Vidyapeeth