Chinmay Kulkarni — Co-Founder
Learning: As a founder, you learn not to fear mistakes. However, honing the business for operational excellence teaches you to listen more and assume less. Ive learnt that as long as we are focused on the best possible experience for our customer, the losses or credits wont matter in the long run. Lessons: Long term customer centricity comes at a cost - that of your ego to begin with, short term profits and a happy-family culture. However in the long run it creates a lasting impact with significant upside and very little downside. Trust earned and kept is what we aspire to do. We dont always succeed, but we learn from every mistake and try harder to earn it from our customers, partners and my team. Wealth Management: The Human Brain is interesting: Emotions that make us tick in real life are the ones that cause Investment pain. At Cambridge Wealth we build technology that brings rationality in Investment Behaviour and Guides you to the next best step. Our Research Team focuses on Outperforming Investments and resilient Strategies. As a Co-Founder, I build Systems, create Winning Teams and manage Finance at Cambridge Wealth. I also drive Research and lead Investment Strategy. Journey: In 2005, Just out of Design School I started as a Researcher, morphing into an Entrepreneurial stint that was hived into a larger Tech company - I joined it in a Product role. By 2010, I moved into core Financial Services, building out Financial Technologies and later Products for some of the most successful Banks Globally. Since 2014 I built high performing teams, managed P&L in multiple Markets and worked with the C-suite to drive Innovation and Transformation. In 2017 I Morphed into an Investor role co-founding a Venture Investment Company, and then a WealthTech Co. In this time: * We have beaten Nifty performance for 9 of 12 years * Won the Webby Awards for a Fintech Product built for the world's largest Insurer * Founded and exited a Startup * Managed a USD 40mn+ P&L * Designed & Built 4 Core Banking Products * Achieved Financial Independence in my early 30s * Invested in over 8 Startups with 3 Exits Life: Outside of Business, I am a Vitner and an Urban Farmer - I love steeping Indian Fruit Wines. On the farming side, we run some Organic Terrace Farms in Pune, the produce of which is happily shared with those who need it the most. I love the outdoors, and weekends find me in Nature.
Stackforce AI infers this person is a Fintech leader with extensive experience in wealth management and investment advisory.
Location: Pune, Maharashtra, India
Experience: 21 yrs 8 mos
Skills
- Wealth Management
- Financial Analysis
- Investment Advisory Services
Career Highlights
- Co-founded a WealthTech company transforming wealth advisory.
- Achieved financial independence in early 30s.
- Managed a USD 40mn+ P&L across multiple markets.
Work Experience
Baker Street Digital
Co-Founder and CEO | Ex- PwC, Barclays | Google alliance | Webby Honoree (6 yrs 1 mo)
Founder (7 yrs 5 mos)
Precily
Investor & Strategy Advisor: AI Product and Markets (3 yrs 1 mo)
Cambridge Wealth
Founder (8 yrs 5 mos)
LetsVenture
Angel Investor (4 yrs 1 mo)
Nivesh.com
Investor (1 yr 11 mos)
Finaegis Wealth
Managing Partner, Family Office (5 yrs)
ideaForge
Investor (2 yrs 10 mos)
Windrose Capital
Partner: Investments (3 yrs)
PwC UK
Principal: Digital Financial Services & Deals (2 yrs 5 mos)
Lead- Financial Services, PwC-Google Alliance (2 yrs 1 mo)
Barclays
Product Manager: Design & Customer Experience (secondment) (1 yr 11 mos)
Cognizant
Head of Digital, Banking and Financial Services (4 yrs 4 mos)
Lead, Customer Experience (2 yrs 11 mos)
Platypus Innovation
Co-Founder (1 yr 11 mos)
Illumine Labs
Lead, Digital User Experience (11 mos)
Turian Labs - Design led Research & Innovation consulting
Strategy & Research Associate (11 mos)
IKEA Group
Designer (Contract) (1 yr 11 mos)
Education
Graduate Program at National Institute of Design
HSC at Fergusson College
Bootcamp at GrowthX®
at National Institute of Securities Markets (NISM)
