Experience

FinEdge

• India
• Financial Services
• 1 - 100 Employee

• Chief Business Officer

  • Sep 2020 - Present

  Involved in multiple aspects of the business as CBO - including but not limited to recruitment, training & development, strategic planning, product, process deployment & execution, partnerships & alliances, DevOps, digital marketing and PR. Have been instrumental in setting up an in-house tech team and participating in the build out of DiA (Dreams into Action), our proprietary Live Financial Planning platform that is revolutionary and truly one of it's kind with no global parallel.

• Chief Information Officer

  • Aug 2016 - Sep 2020

  As an inexperienced (but enthusiastic!) CIO, kicked off the company's digital transformation journey by implementing a CRM, third party API's, a transaction engine, and multiple layers of tech processes that slowly transformed us into a 100% paperless investing service and started our evolution into a genuine FinTech.

• Director & Business Head

  • Apr 2012 - Aug 2016

  As a founding team member, set up the startup's advisory operations from ground zero, hired the core team, established critical partnerships and drove business/ client acquisition directly in the initial stages between 2012 and 2016.



BW Businessworld

• India
• Book and Periodical Publishing
• 100 - 200 Employee

• Consulting Editor - Personal Finance, FinTech, Wealth Management

  • Mar 2016 - Jan 2023

  Wrote independently on personal finance and correct investing practices for India's leading business publication, in both print and digital formats between '16 and '22. Wrote independently on personal finance and correct investing practices for India's leading business publication, in both print and digital formats between '16 and '22.



Saïd Business School, University of Oxford

• United Kingdom
• Education Management
• 700 & Above Employee

• MBA

  • 2009 - 2011

  Nominated to the Dean’s List at Oxford for being among the top 15 academic performers for the Michaelmas Term of the MBA program 2009/10. Received MBA with Distinction with focus areas being entrepreneurship, finance and business strategy. Nominated to the Dean’s List at Oxford for being among the top 15 academic performers for the Michaelmas Term of the MBA program 2009/10. Received MBA with Distinction with focus areas being entrepreneurship, finance and business strategy.



Dawnay Day AV

• Financial Services
• 1 - 100 Employee

• National Product Head - Wealth Management

  • Mar 2006 - Jun 2009

  Set up and led multiple high performance teams at cluster, city & country levels at Destimoney. Initially joining as a Private Wealth Manager, quickly moved on to leadership positions within the company. Turned around the Delhi region and built it into the most productive regional team at Destimoney across business verticals - with 30 team members contributing 25% of the top-line of the entire organization of close to 1,000 people. As National Product Head, successfully built and led PAN-India team of 60 Wealth Managers. Show less



Standard Chartered Bank

• Singapore
• Financial Services
• 100 - 200 Employee

• Associate Customer Relationship Manager

  • May 2004 - Mar 2006

  Started at the grassroots level as a Customer Relationship Officer, knocking doors and cold calling prospects to acquire high net worth relationship customers. Was promoted to Associate CRM within a year, and successfully revived a a 'D-Category' base and built it up to over INR 50 Crores/ 500 Million (Mutual Funds AUM), turning it around into a high-revenue generating client base and reviving a significant number of sensitive and large client relationships. Started at the grassroots level as a Customer Relationship Officer, knocking doors and cold calling prospects to acquire high net worth relationship customers. Was promoted to Associate CRM within a year, and successfully revived a a 'D-Category' base and built it up to over INR 50 Crores/ 500 Million (Mutual Funds AUM), turning it around into a high-revenue generating client base and reviving a significant number of sensitive and large client relationships.