Oct 2025 – Present · 5 mos · India · Remote

• “I am delighted to associate as a Strategic Advisor with BayFort Capital, whose commitment to innovation-
• driven investments aligns closely with my belief in sustainable long-term value creation.
• I look forward to contributing to the firm’s vision and growth journey.”

Jul 2025 – Present · 8 mos · Chennai, Tamil Nadu, India · Remote

Jul 2025 – Present · 8 mos · Chennai, Tamil Nadu, India · Remote

• Overall guidance on business strategy, industry insights, positioning, and growth initiatives including
• 1. Playing a key role in strengthening iPrudent’s investment philosophy, expanding research capabilities, and elevating the client engagement model.
• 2. Helping shape the company’s strategic roadmap, mentor the leadership team, and drive innovation as iPrudent scales its presence in the wealth management space.
• 3. Accelerating their mission of creating a future-ready, impact-driven advisory platform focused on long-term wealth creation.

Jul 2025 – Present · 8 mos · Chennai, Tamil Nadu, India · Remote

May 2025 – Present · 10 mos · Chennai, Tamil Nadu, India · Remote

• I will be providing thought leadership, mentorship, and helping to formulate impactful communication initiatives to scale and strengthen the MFD ecosystem and guiding and inspiring the next generation of Mutual Fund Distributors (MFDs) in India.
• I will be acting as a brand evangelist for AssetPlus within the mutual fund industry and be actively promoting its mission of nurturing new MFDs and help position it as a committed force in expanding and professionalizing the MFD ecosystem.

Apr 2025 – Present · 11 mos · India · Remote

• I’m happy to share that I’ve joined PhotonFin as an Investor and Strategic Advisor.
• PhotonFin is building something India’s financial ecosystem needs today - a smarter, more transparent, and technology-driven lending platform.
• In my career spanning decades in the financial services industry, I’ve seen first-hand how innovation, when combined with strong governance and customer-centricity, can transform markets.
• That’s exactly the philosophy that attracted me to PhotonFin.
• I look forward to supporting the leadership team with strategic insights, governance frameworks, and helping shape the next phase of responsible growth.
• There’s a lot of work ahead—and a lot of opportunity.
• I’m excited to be part of this journey!

Jan 2025 – Present · 1 yr 2 mos · Bengaluru, Karnataka, India · Remote

• I am delighted to join as an *Advisor to Dyota Solutions* and leverage my 30+ years of leadership in the financial services industry and offer my strategic insights as Dyota continues their mission of helping individuals build a strong and sustainable *retirement corpus* and expanding their network through *intermediaries*.

Nov 2024 – Present · 1 yr 4 mos · Chennai, Tamil Nadu, India · On-site

Jul 2024 – Present · 1 yr 8 mos · Chennai, Tamil Nadu, India · Hybrid

• In the process of setting up my own venture SenseandSimplicity in the broad arena of Financial Literacy and more specifically in Empowering Mutual fund distributors and advisors to acquire new customers, helping their existing client base make Sense of the developments in the Economy and Financial Markets that are impacting their Investments in a Simplified manner both through online and physical sessions.

Jun 2018 – Jun 2024 · 6 yrs

Jul 2015 – Jun 2018 · 2 yrs 11 mos

Feb 2014 – Jun 2015 · 1 yr 4 mos

Apr 2010 – Jan 2014 · 3 yrs 9 mos

Jan 2008 – Mar 2010 · 2 yrs 2 mos

Sep 2005 – Dec 2007 · 2 yrs 3 mos

May 2003 – Aug 2005 · 2 yrs 3 mos · Greater Chennai Area

Mar 1994 – May 2003 · 9 yrs 2 mos · Mumbai Area, India, chennai, new Delhi

Dec 1984 – Jan 1994 · 9 yrs 1 mo · Greater Chennai Area

Aug 1984 – Nov 1984 · 3 mos · Chennai, Tamil Nadu, India · On-site

• Selected as AAO after a competitive examination . Cleared the Licenciate exam of the Federation of Insurance Institutes.