Sep 2019 – Aug 2021 · 1 yr 11 mos · On-site

• INDmoney is a leading super money app in India, serving 10M+ users.
• Led the mutual fund product end-to-end.
• Built and scaled the mutual fund product, ranking among the top 30 in India for new SIP registrations.
• Built India's most loved mutual fund tracking platform from scratch with 99.4% accuracy, allowing 2M+ users to monitor their investments, making it India's most popular tracking app.
• Developed a mutual fund advisory engine with a 35% user adoption rate, where Regular-to-Direct switches accounted for 30% of the transaction value.

Jan 2019 – Aug 2019 · 7 mos · On-site

• Built the IND Analysis & VGQM recommendation model with team members, providing portfolio guidance to over 500K active users.
• Led a project with 3 engineers and a designer, and created a digital Investment and Rebalance proposals engine which enabled RMs to create and send investment proposals to their clients. Improved their productivity by 3x.

Apr 2018 – Jan 2019 · 9 mos · Mumbai, Maharashtra, India · On-site

• IIFL Securities is one of India's leading financial services groups. I was part of the research & advisory team.
• Provided investment advice to High-Net-Worth Individuals (HNIs) on investment products like Stock Portfolio, AIF, PMS, and Mutual Funds as per their risk profile and goals.
• Created comprehensive monthly investment reports covering market trends, economic indicators, sector performance, asset class analysis, and investment opportunities. These reports were distributed to 200K+ HNIs, enhancing client engagement, informed decision-making, and contributing to revenue growth.
• Conducting corporate seminars on financial planning and investments
• Note: The Advisesure team was integrated with IIFL Securities in 2016.

Aug 2016 – Mar 2018 · 1 yr 7 mos · Mumbai, Maharashtra, India · On-site

• Created personalized portfolios for clients according to their risk profile and goals.
• Worked closely with RMs and clients on the implementation of financial plans.
• Periodic reviews of financial plans, portfolios and goals of customers.
• Preparing monthly investment reports on mutual funds, fixed-income instruments and structured products.

Jun 2015 – Aug 2016 · 1 yr 2 mos · Mumbai Area, India · On-site

• Advisesure was a Mumbai-based robo-advisory start-up. I was part of the core product development team. In 2016, the Advisesure team was integrated with IIFL Securities.
• Worked with the tech team on creating online financial and investment plans for users as per their users’ risk profiles and goals.
• Developed mutual funds selection criteria for the recommendation engine.
• Wrote more than 100 blogs and articles on personal finance. Most of the blogs used to come at the top of the Google search.

Oct 2013 – Apr 2015 · 1 yr 6 mos · Mumbai Area, India · On-site

• A stock broking and advisory startup.
• Conducted equity research on mid-cap and small-cap stocks, preparing investment reports and quarterly updates by analyzing annual reports, presentations, and conference calls.
• Updated the sales team and clients on research reports, quarterly results, and significant events during morning calls.

Apr 2013 – Sep 2013 · 5 mos · On-site