Experience

Finwisor

• India
• Financial Services
• 1 - 100 Employee

• CEO and Investment Head

  • Jul 2019 - Present

  As the CEO of Finwisor, I focus on driving the vision and values of the organization. Everything else follows naturally. The vision that we currently have is to positively transform the lives of our clients - this definition goes well beyond financial services. Our team has been trying to deliberate various ways of making our clients' lives better. We regularly come up with ways of helping which are well beyond the scope of a profit-centered organization. I look after… Show more As the CEO of Finwisor, I focus on driving the vision and values of the organization. Everything else follows naturally. The vision that we currently have is to positively transform the lives of our clients - this definition goes well beyond financial services. Our team has been trying to deliberate various ways of making our clients' lives better. We regularly come up with ways of helping which are well beyond the scope of a profit-centered organization. I look after strategic planning of the organization, integrated marketing, tie-ups and financial planning for clients. I thoroughly enjoy my role. At Finwisor, while we started as a private wealth management outfit, we have evolved to include consultancy services including startup advisory, marketing, operations, business structuring, taxation, etc. My startup story is in the video below. I have also put our company document for those who may be interested in our services. Show less As the CEO of Finwisor, I focus on driving the vision and values of the organization. Everything else follows naturally. The vision that we currently have is to positively transform the lives of our clients - this definition goes well beyond financial services. Our team has been trying to deliberate various ways of making our clients' lives better. We regularly come up with ways of helping which are well beyond the scope of a profit-centered organization. I look after… Show more As the CEO of Finwisor, I focus on driving the vision and values of the organization. Everything else follows naturally. The vision that we currently have is to positively transform the lives of our clients - this definition goes well beyond financial services. Our team has been trying to deliberate various ways of making our clients' lives better. We regularly come up with ways of helping which are well beyond the scope of a profit-centered organization. I look after strategic planning of the organization, integrated marketing, tie-ups and financial planning for clients. I thoroughly enjoy my role. At Finwisor, while we started as a private wealth management outfit, we have evolved to include consultancy services including startup advisory, marketing, operations, business structuring, taxation, etc. My startup story is in the video below. I have also put our company document for those who may be interested in our services. Show less



Self-employed

• Real Estate
• 1 - 100 Employee

• Private Wealth Management

  • Jan 2011 - Jun 2019

  Being from an HNI family, I was soon introduced to wealth management since the time I secured a rank in CA exam. My role here included analyzing and managing various asset classes like Real Estate, Equities, Fixed Income, Gold, etc. Regular meetings with various wealth managers has helped me build knowledge and interest in this field. Tax planning has been a key area where I have been able to help substantially. Being from an entrepreneurial family, I was also… Show more Being from an HNI family, I was soon introduced to wealth management since the time I secured a rank in CA exam. My role here included analyzing and managing various asset classes like Real Estate, Equities, Fixed Income, Gold, etc. Regular meetings with various wealth managers has helped me build knowledge and interest in this field. Tax planning has been a key area where I have been able to help substantially. Being from an entrepreneurial family, I was also involved in the analysis of various business ideas and models. This allowed me to practically apply the knowledge that I had gained through CA and MBA while learning from views of the more experienced folks. Show less Being from an HNI family, I was soon introduced to wealth management since the time I secured a rank in CA exam. My role here included analyzing and managing various asset classes like Real Estate, Equities, Fixed Income, Gold, etc. Regular meetings with various wealth managers has helped me build knowledge and interest in this field. Tax planning has been a key area where I have been able to help substantially. Being from an entrepreneurial family, I was also… Show more Being from an HNI family, I was soon introduced to wealth management since the time I secured a rank in CA exam. My role here included analyzing and managing various asset classes like Real Estate, Equities, Fixed Income, Gold, etc. Regular meetings with various wealth managers has helped me build knowledge and interest in this field. Tax planning has been a key area where I have been able to help substantially. Being from an entrepreneurial family, I was also involved in the analysis of various business ideas and models. This allowed me to practically apply the knowledge that I had gained through CA and MBA while learning from views of the more experienced folks. Show less



Natural Tattva

• India

• Founder and Manager

  • Mar 2017 - May 2018

  Started Agri Business straight out of college to serve the triple bottom line- economic, social and environmental development. Completed courses in Agri Business Management by NIESBUD and ZBNF by Dr Subhash Palekar Identified long term sustainable models for Agriculture- ZBNF, Medicinal plantations and Agro Forestry Implemented Bamboo and bougainvillea plantations for commercial, aesthetic and security purpose. Mitigated risk of idle asset - Land while ensuring higher ROI for land… Show more Started Agri Business straight out of college to serve the triple bottom line- economic, social and environmental development. Completed courses in Agri Business Management by NIESBUD and ZBNF by Dr Subhash Palekar Identified long term sustainable models for Agriculture- ZBNF, Medicinal plantations and Agro Forestry Implemented Bamboo and bougainvillea plantations for commercial, aesthetic and security purpose. Mitigated risk of idle asset - Land while ensuring higher ROI for land investment. Developed direct distribution links to decrease cost to consumer while increasing supply chain margins Show less Started Agri Business straight out of college to serve the triple bottom line- economic, social and environmental development. Completed courses in Agri Business Management by NIESBUD and ZBNF by Dr Subhash Palekar Identified long term sustainable models for Agriculture- ZBNF, Medicinal plantations and Agro Forestry Implemented Bamboo and bougainvillea plantations for commercial, aesthetic and security purpose. Mitigated risk of idle asset - Land while ensuring higher ROI for land… Show more Started Agri Business straight out of college to serve the triple bottom line- economic, social and environmental development. Completed courses in Agri Business Management by NIESBUD and ZBNF by Dr Subhash Palekar Identified long term sustainable models for Agriculture- ZBNF, Medicinal plantations and Agro Forestry Implemented Bamboo and bougainvillea plantations for commercial, aesthetic and security purpose. Mitigated risk of idle asset - Land while ensuring higher ROI for land investment. Developed direct distribution links to decrease cost to consumer while increasing supply chain margins Show less



Indian Institute of Management, Lucknow

• Higher Education
• 400 - 500 Employee

• Core Team Member - Bhavishya (Social Initiative Committee)

  • Jun 2015 - Feb 2017

  Managed Evening School- an initiative to educate children from neighboring villages Organized Harmony Cup- the flagship fund-raising cricket tournament Promoted Paarijat- a fund-raising initiative for girl child education Arranged Clothes Donation and Distribution Drives Organized Medical Camp for the workers Organized and marketed blood donation drives

• Class Representative

  • Jun 2015 - Mar 2016

  Organized remedial classes for clarification of concepts Led the class in inter-section competitions Motivated the class for improved learning and development atmosphere Performed the role of a Bridge between the administration, faculty and the students Built cohesiveness amongst the student in the class through various activities Proactively addressed the grievances of the students



Alvarez & Marsal

• United States
• Business Consulting and Services
• 700 & Above Employee

• Consulting Intern

  • Apr 2016 - May 2016

  My role was in the PE Advisory space: It required an in-depth analysis of the target company starting from gathering market intelligence from primary and secondary sources, checking the on-ground situation, doing competitor and industry analysis, building future growth projections model, doing what-if analysis, etc My role helping skills of valuing the company and the nitty gritties involved in the same. I was also required to do an industry level research of the IT and ITes… Show more My role was in the PE Advisory space: It required an in-depth analysis of the target company starting from gathering market intelligence from primary and secondary sources, checking the on-ground situation, doing competitor and industry analysis, building future growth projections model, doing what-if analysis, etc My role helping skills of valuing the company and the nitty gritties involved in the same. I was also required to do an industry level research of the IT and ITes industry in India. It gave me an insight into the pyramid of technologies, the competencies and strategies of different IT companies and the future technologies which are expected to disrupt the industry. Show less My role was in the PE Advisory space: It required an in-depth analysis of the target company starting from gathering market intelligence from primary and secondary sources, checking the on-ground situation, doing competitor and industry analysis, building future growth projections model, doing what-if analysis, etc My role helping skills of valuing the company and the nitty gritties involved in the same. I was also required to do an industry level research of the IT and ITes… Show more My role was in the PE Advisory space: It required an in-depth analysis of the target company starting from gathering market intelligence from primary and secondary sources, checking the on-ground situation, doing competitor and industry analysis, building future growth projections model, doing what-if analysis, etc My role helping skills of valuing the company and the nitty gritties involved in the same. I was also required to do an industry level research of the IT and ITes industry in India. It gave me an insight into the pyramid of technologies, the competencies and strategies of different IT companies and the future technologies which are expected to disrupt the industry. Show less



Bina Shah & Co.

• Article Assistant

  • Feb 2012 - Nov 2014

  Audit of Individuals, Partnership Firms, Private Limited Companies. Individual Assessments. Audit of Individuals, Partnership Firms, Private Limited Companies. Individual Assessments.



A.J Shah & Co.

• India
• Professional Services

• Articled Assistant

  • Sep 2011 - Feb 2012

  Audit of Individuals, Partnership Firms, Private Limited Companies Audit of Individuals, Partnership Firms, Private Limited Companies