Experience

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  Pi Square Investments

  • Chief Investment Officer

    • Nov 2010 - Present

    Founded in 2011, Pi Square is a niche asset management firm with over 11 years of experience in the listed equity space and ~500 cr in AUM. Our fundamental, bottom-up research approach helps us identify the untapped growth opportunities. Catering to HNI, UHNI and family office clients with a wholistic approach to create consistent long-term wealth. Our research team strives to evaluate the businesses based on the 3P strategy: Product, Profits and Promoters.Founded in 2022, PiNVEST is is a tech-enabled wealth management arm of Pi Square that offers a diverse set of investment products across asset classes curated purely based on algorithm.

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  PiNVEST

  • Chief Investment Officer

    • Jan 2022 - Present

    Founded in 2022, PiNVEST is is a tech-enabled wealth management arm of Pi Square that offers a diverse set of investment products across asset classes curated purely based on algorithm.PiNVEST expertise lies in the investment management domain and has been established upon a strong foundation of agile asset allocation, multi-dimensional research and innovative product offerings derived from its parent company Pi Square Investments.PiNVEST aims to provide wealth management services by leveraging cross-asset and cross-market investment expertise to create long-term wealth for all our customers.

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  ENAM

  • VP Finance

    • 2012 - 2012

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  HNW

  • VP Finance

    • May 2005 - Aug 2010

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  HNW Inc

  • VP Finance

    • May 2005 - Aug 2010

    HNW is a leading provider of technology solutions to financial services companies and intermediaries seeking to capture and serve the high-net-worth market. HNW is a growing tech-consulting firm with $14 million in revenue and about 90 people in staff. Worked with major clients like Merrill Lynch, MorganStanley, Wachovia, and Citibank Analyze and prepare quarterly GAAP financial statements. Work with CEO on 2005-10 financial forecasting and cash flow analysis reports. Prepare detailed financial statements for investors and board meetings. Work with CEO on profitability indicators and client account reconciliations. Initiate cash management and capital spending and budgeting policies resulting in tighter control of company assets Develop financial models to track time management for client projects and to capture monthly software capitalization; work with account executives to track project cost and ad-hoc rate billing.Raised private equity of $6 million and prepared convertible warrants pricing structure. Compare credit lines and private equity options for fund raising.Provide possible funding options to board members to fuel the product growth. Partner with outside valuation company for possible mergers and fund raising options. Work with private equity firms on possiblebuy-out interestWork with corporate bankers on credit loans and fund flow management. Manage corporate tax returns, working with auditors on monthly and quarterly basis. Restructure corporate and division financial departments to handle growing needs of business by improving management reporting and improving communications with operating departments

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  IT Hospitality Inc

  • Senior Financial Analyst

    • May 2004 - May 2005

  • Senior Financial Analyst

    • Apr 2004 - May 2005

    IT Hospitality is a growing corporation focusing in hospitality, Information technology, and financial trading. Company doubled sales and net profits for first three years of operations, achieving $10 million in sales by end of third year. Managed financial statements, and analyzed financial planning & corporate budgeting. Prepared corporate risk factor report based on growth of investment and ROI. Coordinated the preparation of operating plans& financial budgets with senior management. Improved productivity of department and the creditability of data output used in budgeting, planning and market analysis through procedural and system changes. Established back office operations in India for corporations growing needs in accounting and finance. Implemented technical and managerial links between two offices, worked with senior management consultants. Guided and provided technical assistance to Indian offices.

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  Simplex Diamonds Inc

  • Market Analyst

    • Sep 2002 - Apr 2004

    Analyzed financial performance of the corporation based on market performance. Reconciled accounts with major customers and vendors at every end of month Prepared corporate presentations and analyze financial statements at End of the month. Analyzed sales, approx $20 mil annually, and profitability indicators based on financial and product performance Worked with sales team on corporate trade shows and prepared client trend reports for senior executives to focus resources on growing and profitable products

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  Finglobe Inc

  • Equity Research Associate

    • Oct 2001 - Sep 2002

    Researched financial statements of the banking and healthcare industry and developed a financial model, "Quality of Earnings", based on financial and strategic criteria. Researched various financial models available in market and prepared advanced financial reports based on research criteria developed for each industry. Negotiated with leading research firms such as S&P and Morning Star as a secondary research provider

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  Anagram Financials

  • Assistant Portfolio Manager

    • May 1999 - May 2000

    Assisted senior portfolio managers with portfolio performance reports; provided monthly performance reports based on stock/fund performance in Indian financial markets. Researched potential portfolio clients and prepared broker follow-up system for junior brokers Worked with equity research division on a financial model based on correlation of corporate financial reporting and stock performance in Indian markets