Nov 2022 – Mar 2025 · 2 yrs 4 mos · Mumbai

• Built and scaled the manufacturer’s entire B2B distribution from the ground up—recruiting and training teams, onboarding independent financial advisors as partners, and evangelizing P2P lending as a portfolio diversification tool. Through nationwide sessions and strong on-ground execution, we institutionalized the concept across markets. Within two years, the company achieved the No.1 position in P2P lending and continues to lead the segment.

Apr 2016 – Present · 10 yrs · Mumbai Metropolitan Region

• Inheritance Tech Startup. With ₹84,000+ crore lying unclaimed in suspense accounts in India, I launched My Wealth Protector as a social mission—not a startup—to help families secure and seamlessly access financial assets left behind by a deceased earning member. The idea was to sensitize breadwinners to organize their financial legacy responsibly. Ironically, low awareness and seriousness around succession planning have put this meaningful initiative on hold—for now.

Sep 2011 – Feb 2016 · 4 yrs 5 mos

• Built and led a Financial Planning & RIA practice for 4+ years, earning the trust of 3,000+ families who invested ₹20,000 each for structured financial planning to achieve their life goals. Focused on disciplined advice, goal-based planning, and long-term relationships—turning aspirations into actionable financial roadmaps

Dec 2007 – Aug 2011 · 3 yrs 8 mos

• As Business Head – Retail Syndication, built the entire retail B2B distribution vertical from scratch by onboarding 8,000+ independent financial product distributors across 300+ C & D grade towns nationwide. Instead of chasing metros, focused on Bharat’s growth markets, creating deep grassroots reach and scalable partnerships. This strategy propelled the company into the Top 3 IPO distributors in India with in first 3 years (as per Prime Database), proving that true scale lies beyond the metros

Feb 2007 – Nov 2007 · 9 mos

• Associated with the company in scaling distribution of financial products—IPOs, Mutual Funds, Insurance, FDs, and Bonds—through a nationwide B2B network of 20,000+ independent financial advisors, driving deep market penetration and sustained business growth.

Jan 2004 – Dec 2006 · 2 yrs 11 mos

• Instrumental in building the company’s B2B financial products distribution business from the ground up, leading a 100-member team across 25 branches and 150+ franchise locations. Successfully created and scaled a B2B network of 6,000+ independent financial product distributors, driving strong on-ground reach and sustainable growth.

Apr 2001 – Dec 2003 · 2 yrs 8 mos · Mumbai Metropolitan Region

• Headed three broking branches with end-to-end P&L responsibility, while also driving cross-sell and growth of financial product distribution—balancing trading performance with diversified revenue expansion.

May 2000 – Mar 2001 · 10 mos · Mumbai Metropolitan Region

• Responsible for driving sales of office automation solutions—including currency counting machines, document shredders, and related equipment—to banks, corporates, and institutional clients, building strong B2B relationships and expanding market presence.

Apr 1997 – Feb 2000 · 2 yrs 10 mos · Jaipur

• In my very first role, earned the opportunity within three years to handle state-level operations. Managed Hire Purchase portfolios with end-to-end responsibility, including business growth and recoveries, building strong execution and credit discipline early in my career.