Dr. Vikash Raj

CEO

Mumbai, Maharashtra, India25 yrs experience
Highly StableAI Enabled

Key Highlights

  • Expert in AI-led advisory for financial decision-making.
  • Over 25 years of experience in asset management and fintech.
  • Proven track record in delivering data-driven insights.
Stackforce AI infers this person is a Fintech expert specializing in AI-driven analytics and financial advisory.

Contact

Skills

Core Skills

Business AnalyticsData ScienceFinancial AdvisoryProject ManagementFinancial Planning

Other Skills

AIAnalytical SkillsBusiness AnalysisBusiness DevelopmentBusiness Intelligence (BI)Business StrategyData AnalysisData AnalyticsData ModelingData ModelsDerivativesDigital MarketingEquitiesFinanceFinancial Analysis

About

I advise CXOs in asset management, wealth, and fintech on using AI and analytics to improve decision quality across investment, distribution, and growth—practically, explainably, and within regulatory realities. My work focuses on AI-led advisory, decision intelligence, and CXO-ready insights, combining domain depth with GenAI-enabled tools to ensure data strengthens judgment, not noise. I engage best where AI is treated as a strategic capability, not an experiment.

Experience

Investigen.ai

Chief Executive Officer

Nov 2024Present · 1 yr 4 mos · On-site

  • Investigen.ai is a cutting-edge platform revolutionizing the financial sector with advanced solutions in AI, Business Analytics, and Robo-Advisory. Our mission is to empower mutual funds, banks, and wealth management firms with data-driven tools that enhance decision-making, optimize processes, and drive growth.
  • With expertise in Business Intelligence, Data Modeling, Machine Learning, and Generative AI, we deliver innovative solutions tailored to meet the evolving needs of the financial industry. From portfolio optimization to actionable insights, our tools simplify complex data and enable smarter strategies.
  • Founded on 25+ years of industry experience and supported by strategic alliances with global tech leaders, Investigen.ai combines deep expertise with cutting-edge technology to provide world-class solutions.
  • We are committed to shaping the future of finance through trust, innovation, and excellence, creating impactful solutions that drive efficiency and growth across the financial ecosystem.
Data ScienceBusiness Intelligence (BI)Business Analytics

Bandhan amc limited

Head-- Business Analytics & New Initiatives

Apr 2023Sep 2024 · 1 yr 5 mos · Mumbai, Maharashtra, India · On-site

  • Taking a Break Before My Next Chapter
  • After a fulfilling journey of 17 years at Bandhan AMC, I’ve decided to move on and explore new horizons. It’s been an incredible experience contributing to the growth of the organization and working alongside some truly inspiring colleagues.
  • I’m now taking a short break to reflect, recharge, and plan my next steps. I’m excited about the future and look forward to embarking on my next endeavor, focusing on the intersection of investments, analytics, and AI.
  • Thank you to everyone who has been a part of this journey. I’m grateful for the support and friendships I’ve built along the way. Looking forward to staying connected and exploring new opportunities together!
Data ScienceBusiness Intelligence (BI)Business Analytics

Aim leaders council

Counsil Member

May 2022Present · 3 yrs 10 mos · Mumbai, Maharashtra, India

Data ScienceBusiness Analytics

Idfc asset mngt co. ltd.

Head - Business Analytics & Process Engineering

Apr 2016Apr 2023 · 7 yrs · Mumbai

Project ManagementStatistical ModelingAnalytical SkillsDigital MarketingFinancial AdvisoryBusiness Analytics+1

Idfc mutual fund and idfc pension fund

Head - Products & Planning (MF); CEO-Pension Fund

May 2007Sep 2024 · 17 yrs 4 mos

Financial AdvisoryBusiness AnalyticsData Analysis

Standard chartered bank-asset management company

Associate Director- Products & Planning

Jan 2007Jan 2008 · 1 yr

Financial PlanningAnalytical SkillsFinancial AdvisoryData Analysis

Citibank

Head Reserach (AVP)

Apr 2006May 2007 · 1 yr 1 mo

  • HEad of Reserach in Consumer Banking Division. Responsible for Scheme Shortlist and financial Planning
Financial PlanningFinancial AdvisoryData Analysis

Crisil

Manager

Jan 2004Jan 2005 · 1 yr

Analytical SkillsFinancial AdvisoryData Analysis

Icra online

AVP - Products & marketing

Jan 2000Jan 2005 · 5 yrs

Analytical SkillsFinancial AdvisoryData Analysis

Education

Great Learning

GENERATIVE AI FOR BUSINESS WITH MSFT AZURE OpenAI PROGRAM — Generative AI

Feb 2024Aug 2024

Indian School of Business

Professional Certificate Program in Digital Marketing

Feb 2023Aug 2023

Jiwaji University

Doctor of Philosophy - PhD — Management

Jan 2017Jan 2020

Indian Institute of Management, Calcutta

Executive program in Business Analytics — Business Analytics

Jan 2016Jan 2017

Institute and Faculty of Actuaries, UK

CT1- Financial Mathematics

Jan 2015Present

Institute and Faculty of Actuaries, UK

CT2 - Finance & Financial Reporting

Jan 2015Present

Institute and Faculty of Actuaries, UK

CT3 - Probability & Maths Stats

Jan 2015Present

Indian Institute of Finance

MBA Finance — Finance

Jan 1996Jan 1998

ST. COLUMBA'S COLLEGE, HAZARIBAG

Bachelor of Science (BSc) — Physics Honours

Jan 1992Present

St. Xavier's High School

Class X

Apr 1987Present

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