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Trisha Agarwal

Product @smallcase | ex-Dhan

Bengaluru

6+ years of work experience

smallcase
Apr 20266 mosPresent

Building US Stock smallcases
smallcase
Feb 20251 yr 2 mosMar 2026

Bengaluru

Dhan
Feb 20249 mosOct 2024

On-site

Mutual funds, Payments, Referral, MTF
Dhan
Mar 20231 yr 1 moMar 2024

Mumbai

Coortus Advisors
Jul 20228 mosFeb 2023

Pune District

Katalyst Advisors LLP
Nov 20192 y 8 moJul 2022

Pune

Trisha’s AI Stack

claude code
claude code
claude
claude
github copilot
github copilot
openai
openai

Education

Institute of Chartered Accountants of India

Chartered Accountancy, International Tax

Institute of Chartered Accountants of India

20154 yrs2019
The London School of Economics and Political Science (LSE)

LSE Summer School, Tax Avoidance

The London School of Economics and Political Science (LSE)

20192019

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Headline

Product @smallcase | ex-Dhan

About

Product Manager focused on building fintech products at scale. Currently at smallcase, leading initiatives across global investing and investment infrastructure. Previously built mutual funds, payments, referrals, and customer engagement products at Dhan. Prior to product management, worked in M&A and transaction advisory, advising founders and investors on cross-border transactions, investment structuring, and strategic deals.

Location

Bengaluru

AI stack

claude code

claude

github copilot

openai

Work experience

Product Manager 2 at smallcase, Apr 2026 - Present · 6 mos, Building US Stock smallcases

Product Manager 1 at smallcase, Feb 2025 - Mar 2026 · 1 yr 2 mos, Bengaluru

Product Manager at Dhan, Feb 2024 - Oct 2024 · 9 mos, On-site, Mutual funds, Payments, Referral, MTF

Associate Product Manager at Dhan, Mar 2023 - Mar 2024 · 1 yr 1 mo, Mumbai

Founding Team (M&A Consulting) at Coortus Advisors, Jul 2022 - Feb 2023 · 8 mos, Pune District

Associate M&A Consulting at Katalyst Advisors LLP, Nov 2019 - Jul 2022 · 2 y 8 mo, Pune

Education

Chartered Accountancy, International Tax, Institute of Chartered Accountants of India

LSE Summer School, Tax Avoidance, The London School of Economics and Political Science (LSE)

Trisha Agarwal - Product Manager 2 in Bengaluru | Tal