Jul 2022 – Jan 2024 · 1 yr 6 mos · India

Apr 2019 – Jun 2022 · 3 yrs 2 mos · India

• India C.E.O. & Resident D.P. focused on strategic initiatives, corporate development, and offshoring center expansion
• Expanded offshoring center 23x+ to 2,300+ FTE and 5 offices. Enhanced brand and established a strong culture of openness, excellence, accountability along with emphasis on DE&I and ESG. Mentored multiple leaders; most are now global heads of various functions. Successfully navigated organization through COVID.
• Established GIFT city franchise. Developed onshore fund admin. product/revenues; signed marquee clients.
• Introduced and facilitated acquisition/integration of ‘Best Asset Management.’

Nov 2017 – Mar 2019 · 1 yr 4 mos · Mumbai Metropolitan Region

• EnLearning India (Brand EnPower) is on a mission to inspire a million kids towards entrepreneurship. Within a short period we have touched close to 10k kids across various strata in IB/IGSE, ICSE, SSC, NGO-run schools.
• I advice on growth strategies, technology build, fund raise and networks.

May 2017 – Apr 2018 · 11 mos · Mumbai

• Advising on business build out, in specific wealth management practice and products, NBFC and brokerage

Jan 2017 – Aug 2018 · 1 yr 7 mos · Mumbai Metropolitan Region

• Capitaworld (Now onlinepsbloans.com) is India's largest digital lending marketplace that allows borrowers to connect with 20+ banks and receive an in-principle loan approval. The platform has significantly cut down loan processing time from 20-25 days to less than an hour. In addition, it has cut-out middle men, significantly reduced operating costs for banks and cost of loan application for borrowers. As a side benefit, we have provided acceptability and scale for 15+ path-breaking fintechs in India.
• As an advisory board member, I had focused on strategy, fund-raising, mentoring and oversight. Currently I am an investor and an informal adviser to the CEO, who acts as a bouncing board for key discussions.

Jun 2014 – May 2022 · 7 yrs 11 mos

• Ex Co-founder Fat Cat Consulting & Media, a specialist corporate communication agency, along with Head of Content Marketing at a top 3 Indian PR firm. Agency discontinued in 2019 to avoid conflict of interest.

Apr 2012 – May 2022 · 10 yrs 1 mo

• Consulting - Assignments related to growth strategy, operational effectiveness, business turnaround, etc. Notable ones include setting up diamond financing NBFC, Bali based sea adventure company, an auto ancillary company, a real estate company, an export house, a speciality software company, a waste management company, digital marketing firm, leading equity brokerage house and a wealth management company.
• Education - Visiting faculty for finance and entrepreneurship at IES College of Management, Mumbai. For Fintech at Bombay Stock Exchange Training Institute.
• In addition, I deliver speaking/teaching assignments on various finance, strategy & start-up related topics. Notable institutions where I have delivered lectures include Northern Trust, M&M, Somaiya College of Management, Aditya Institute of Management, MET Institute of Management, Firebird Institute.
• Speaker at leading events - Women Leadership Enclave, Vibrant Gujarat - startup summit, RiSE conference, Agriculture Growth Summit, etc.
• Expert commentator on Sahyadri TV. (Marathi language channel of Doordarshan)
• Author of ‘Papa Don’t Preach’. The book focuses on incorrect advice received from various papas – friends, family, bankers, teachers, etc – and then tears down key concepts and products to its nuts and bolts. It further provides actionable advice on building long term wealth. The book is published by BookGanga and available on Amazon, Flipkart, Bookganga.
• NGO - Helping fund raising, planning and scale up strategy - see section on volunteering for details.

Sep 2012 – Present · 13 yrs 6 mos · Mumbai Metropolitan Region

• Angel investor and mentor - Key investments include MoveinSync, Cityflo, OPLInnovate, Ekatra Retails, DawaDost, WomenCricZone, Fat Cat Consulting, Melaki, Aaho, Enlearning India, ICICI Prudential Life & a private music events company - wherein I was a Director with an operating role. Special interest in helping Fintech, EdTech, MediaTech and professionals looking to turn into entrepreneur.
• Public markets investing - I am a value investor. The bulk of my thought process is documented in my book "Papa Don't Preach"

Jan 2005 – Mar 2012 · 7 yrs 2 mos · Hong Kong

• Interim Head-Asia ex China ex Japan Strategy and Business Development between September 2010-April 2011.
• I worked closely with senior regional and country leadership for development and growth of wholesale business – organically and inorganically.
• List of key projects:
• India focused: Multiple India strategy and leadership workshops, ECM opportunity, Cash Equities business, illiquid credits opportunity, branch application and retail business build plan, infrastructure financing opportunities, multiple acquisition opportunities, derivatives white-labeling JV.
• Private Banking build-out for India covering market overview, client needs, entry strategy, existing platform and build required and identifying potential market manager.
• Fixed Income: Asia Emerging Markets Fixed Income strategy and benchmarking, Asia FX markets, Illiquid and liquid credit platform (China, India and S.E. Asia), Hedge Fund sales coverage model, DCM/Fixed Income JV, competitor reviews.
• Equities: Asia Domestic Institutional Investor client opportunity and coverage model, business reviews, country focused opportunities, competitor reviews.
• TS: Intra-Asia trade opportunities in India, China, Korea and Japan, RMB globalization.
• Custody: Strategic review and initiatives to accelerate growth.
• M&A/JVs: Banks, broker dealers, insurance, hedge funds.
• Hedge Funds (HF) build-out: Set up an internal HF, evaluate potential acquisitions. Set up Asia Fund of HF and a private equity entity to acquire minority stakes in HF.
• Insurance: Reinsurance JV in Japan, Variable annuity hedging, industry landscape.

Aug 2002 – Oct 2005 · 3 yrs 2 mos · Mumbai Metropolitan Region

• Associate and team head for Asia and North America Financials Institutions Group (‘FIG’) IB Research - I was responsible for developing offshore banker relationships, growing work pipeline and team management of 8 analysts. The team supported pitching and deal execution for insurance and banks.

Jun 2000 – Jun 2002 · 2 yrs · Mumbai Metropolitan Region

• Banks covered: State Bank of India, UTI Bank, HDFC Bank, ICICI Bank, Global Trust Bank, Corporation Bank, HDFC Ltd, and Bank of Baroda