Fintech | Startup | Wealth Management | Operations | Pre-sales | Team Management

Bengaluru

Bengaluru, Karnataka, India

Bengaluru, Karnataka, India
Bangalore Urban, Karnataka, India

Bengaluru Area, India

Bengaluru Area, India



Masters in Marketing Management
Christ University, Bangalore
BA, Economics
St.Joseph's Evening College, Bangalore
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With over 20 years of experience in the Financial Services industry, have hands-on approach in Wealth Management covering Customer Onboarding, Algo trading, KYC, OMS, Core Fund Operations, Payments Processing, Reconciliation, Sales and Support, Fund Raising, Strategy, Equity & Mutual fund Research, Client Coordination & Team Management.
Bengaluru
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Director at Omega Algo Advisors, Jun 2023 - Dec 2025 · 2 yrs 7 mos, Bengaluru
Director at MarketHacks, Jan 2023 - May 2023 · 5 mos, Bengaluru, Karnataka, India, MarketHacks is early-stage AI fintech start-up providing platform for stock market prediction, news sentimental analysis and Market Analytics.
Consultant at Pygmalion Renaissance Pvt Ltd, Jan 2022 - Nov 2022 · 11 mos, Bengaluru, Karnataka, India
Director & Co-Founder at CoinWealth, Sep 2021 - Dec 2022 · 1 yr 4 mos, Bangalore Urban, Karnataka, India, CoinWealth is building a Crypto Assets Platform that will enable traditional investors to easily diversify into this new asset class (Cryptocurrencies, Tokens, NFTs & Tokenised-Assets).
Director-Operations & Client Services at WeInvest - Digital Wealth Platform, Oct 2018 - Mar 2022 · 3 yrs 6 mos, Bengaluru Area, India, Managed AUM book of SGD 250 million+ in Robo Advisory business operations for one of Top 3 banks in Singapore. I was instrumental in setting up the onboarding, delivery and active management phases of the engagement. I also managed 30+ strategies across 8 markets and automated the daily operations to a large extent including Order execution, Payments & reconciliation. I specialized in keeping things running no matter what the circumstances.
Lead Operations & Client Services at WeInvest - Digital Wealth Platform, Sep 2016 - Sep 2018 · 2 yrs 1 mo, Bengaluru Area, India
Masters in Marketing Management, Christ University, Bangalore
BA, Economics, St.Joseph's Evening College, Bangalore