Avinash Baskar

Co-Founder

Chennai, Tamil Nadu, India12 yrs 1 mo experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Founder of Finamily, guiding ₹200+ crores in assets.
  • Expert in mutual fund analysis and investment strategies.
  • Proven track record in scaling operations at Uber.
Stackforce AI infers this person is a Fintech professional with a strong focus on investment management and operations.

Contact

Skills

Core Skills

Investment ManagementPersonal FinanceBusiness StrategyProgram ManagementOperations ManagementTeam ManagementProject Management

Other Skills

InvestmentsTeam LeadershipProblem SolvingData AnalyticsProcess ManagementStock Market AnalysisAnalyticsSQLBusiness AnalyticsMarketingC++Microsoft ExcelRAnalysisVBA

About

If you are a busy salaried professional who wants to invest seriously but feels unsure because every opinion around money sounds different, this is for you. Most people are not bad with money. They are just operating without a clear system. Between work pressure, family time, household responsibilities, and trying to keep some space for yourself, personal finance usually gets pushed to the bottom of the list. You plan to analyse and invest later. Later becomes months. Sometimes years. Social media adds to the noise. A reel here. A post there. And even when you want help, a few questions hold you back: Can I trust someone else with my money? Should I just do this myself? What if the advice is biased? And I get it!!!!! I am Avinash, an AMFI Registered Mutual Fund Distributor, and I help salaried professionals invest with clarity, structure, and conviction through deeply researched mutual funds. Before starting Finamily, I worked at Uber, where I saw firsthand that a high income does not automatically lead to financial stability. My journey into finance started with my own struggles. From buying a house to choosing the right funds, every decision felt confusing, and stressful. I wished there was someone who could explain things clearly and help me make decisions with confidence. That experience shaped how I work today. Before we even talk about mutual funds, we focus on the basics. → Understanding your income, expenses, loans, and goals → Putting the right insurance and emergency fund in place → Only then building a MFP for short term needs and long term goals like retirement Having invested in the stock market for years, > I analyse mutual funds based on the companies they own, not just past returns or fund manager reputation. > I have developed a curated list of mutual funds based on over 100 + hours of research and interactions with fund managers from across the globe. > I have identified several multi-baggers including Meta, Alibaba etc. using Warren Buffet’s principles of Value Investing. Today, clients with over ₹200+ crores of assets trust me to guide their investments with honesty and discipline. What working with me gives you: → Decisions that actually get implemented → A clear plan that fits your life → Freedom from constant monitoring, second guessing, and market anxiety If you already invest in mutual funds but are unsure how your portfolio is performing OR if you are just starting out, you can DM on LinkedIn or book a FREE 1:1 call (Link in Featured section). Looking forward to connecting :))

Experience

12 yrs 1 mo
Total Experience
2 yrs 5 mos
Average Tenure
3 yrs 2 mos
Current Experience

Finamily

Founder

Mar 2023Present · 3 yrs 2 mos · Chennai · On-site

  • Loking to streamline your personal finance ? Reach out to me on 7829311076.
  • We can have an introductory chat and I can help you invest in mutual funds without the usual stress and worries!
  • The introductory chat is just to understand if I can help and hence is free!
InvestmentsInvestment ManagementPersonal Finance

Piverb

Business Head

Apr 2021Apr 2023 · 2 yrs · Chennai, Tamil Nadu, India

  • 1. Assessed product-market fit for ed-tech firm through primary research with prospective customers, competitors and suppliers
  • 2. Devised product positioning and GTM strategy including appropriate pricing and led various marketing/sales initiatives to drive growth
  • 3. Enabled monetisation by building youtube channel & designing CRM campaigns via email & Whatsapp resulting in awareness & upselling
  • 4. Being bootstrapped, continually evaluated budgets and took calls on capital allocation across resources to balance sustenance and growth
  • 5. Led teams across sales, operations, product & digital marketing functions to grow revenues at fast scale post launch
Program ManagementBusiness StrategyTeam ManagementTeam Leadership

Uber

2 roles

Product Operations Manager

Jan 2020Aug 2020 · 7 mos

  • 1. Helped build and scale a financial assistance product for Uber drivers affected by Covid- Successful roll out to 1 Mn+ drivers across 10+ countries
  • 2. Worked with engg. team to build a tracking system for the flow of money across the supplier eco-system resulting in issue resolution TAT for customers reducing from 2 weeks to 2 days
Project Management

Senior Operations Manager

May 2017Apr 2021 · 3 yrs 11 mos

  • 1. Developed strategic roadmap and launched Uber Auto- India’s first taxi product in Chennai; Scaled Auto to xxxk trips within 6 months
  • 2. Handled P&L with a budget of $1 Mn. and achieved scale at the lowest burn through strategic pricing & driver incentives tailored to the taxi market
  • 3. Built 3 new driver acquisition channels ground up for auto and led a happy team of 30+ members resulting in channel capability of xxx vehicles/week
  • 4. Liaised with various stakeholders including Maruti, Government and internal teams in Uber to launch Alto LPG- Chennai’s lowest cost car enabling sustainability for the entire cars category
  • 5. Reduced contact rate by tackling frauds and reducing inbound tickets through deep-dive data analytics resulting in annual savings of over $200k for Uber
  • 6. Doubled contribution of Fleets as a supply source for Uber in a short period of 9 months using a combination of personal sales, relationship building, team management & customized offers for partners
Team ManagementProblem SolvingOperations ManagementData AnalyticsProcess Management

Tata strategic management group

Associate Consultant

Apr 2016Apr 2017 · 1 yr · Mumbai Area, India

  • 1. Helped conglomerate in consolidation efforts of 4 subsidiary companies- Evolved appropriate solution that considered hard ( Financial valuations) and soft ( People) elements
  • 2. Estimated market potential and Identified high growth segments to enable India focussed analytics player scale rapidly in the domestic market
  • 3. Built strategic roadmap for the defense business of a conglomerate by mapping market landscape and Growth opportunities to their internal capabilities

Colgate-palmolive

Intern

Sep 2015Oct 2015 · 1 mo · Mumbai Area, India

  • Performed category analysis and competitive benchmarking to identify wholesale as a focus area for CP to succeed in OTC space
  • Designed a new segmentation framework and identified gaps in current process by interviewing 120 wholesalers across 7 cities
  • Formulated recommendations as hypothesis and validated it by end to end execution of 3 test & learn experiments in live markets

Mu sigma

2 roles

Sales Ambassador

Jun 2013Jun 2014 · 1 yr

  • Mu Sigma is a leading provider of decision sciences and analytics solutions. Mu Sigma partners with more than 125 Fortune 500 organizations in 10 different verticals, across 5 continents, solving high impact business problems in the areas of Marketing, Supply Chain and Risk Analytics
  • Prospecting & New Business Development
  • Research and develop intelligence of the US (South) market to be able to position the value proposition.
  • Proactively prospect the territory to create appointments at each management level.
  • Develop understanding of relationships and their impact on buying behaviors within the account in order to determine appropriate sales approach for each level within prospect organization.
  • Sales Execution & Account Planning
  • Execute high quality one on one discussions, presenting professional presentations and utilizing questioning and influencing skills.
  • Help the leadership team in account planning and management.

Business Analyst

May 2012Jul 2013 · 1 yr 2 mos

  • As a Business Analyst I helped clients in their decision making process. The responsibility included understanding the client's business objectives and applying the right tools and technologies to derive value from data. Worked with the display advertising group of a large technology company & led 4 projects to enable cross-functional teams of Fortune 50 firm in inventory optimization through data analytics.

Habitat for humanity india

Marketing Intern

Feb 2013Mar 2013 · 1 mo · Chennai Area, India

  • Project scope: Develop a scalable approach for identifying & improving the sanitation facilities of the schools in the Ambattur district
  • Conducted Need-gap analysis in existing sanitation facilities through field visits & interviews with 25 stakeholders across 6 schools
  • Developed a benchmarking system to rate the sanitation infrastructure of schools on the basis of availability & usability metrics
  • Developed a sales pitch presentation for tying up with five corporates in Ambattur district through a mix of funding & volunteering

Education

SPJIMR SP Jain Institute of Management & Research

PGDM ( Equivalent to M.B.A)

Jan 2014Jan 2016

Harvard Business School Online

Strategy & Leadership

Jan 2018Jan 2019

National Institute of Securities Markets (NISM)

Investment Adviser — Personal Finance and Investment Advisory

Jan 2019Jan 2020

University of Virginia Darden School of Business

Marketing — Marketing Analytics

Jan 2015Jan 2015

Sastra University

B.Tech — Chemical Engineering

Jan 2008Jan 2012

Vidya Mandir

High School — Computer Science

Jan 1999Jan 2008

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