Shashank Udupa

Founder

Bengaluru, Karnataka, India10 yrs 10 mos experience

Key Highlights

Expert in momentum investing and quantitative asset allocation.
Founder of a fintech advisory firm focused on data-driven strategies.
Experienced in designing rule-based portfolios for market navigation.

Stackforce AI infers this person is a Fintech expert with a strong focus on quantitative investment strategies.

Contact

Skills

Core Skills

Momentum InvestingQuantitative Asset Allocation

Other Skills

Data AnalysisPortfolio ManagementRisk ControlMicrosoft WordCustomer ServiceMicrosoft ExcelPowerPointMicrosoft OfficeTeamworkLeadershipManagementResearchTime ManagementTeam ManagementStrategic Planning

About

I’m on a mission to systematically outperform the market—not through guesswork or noise, but by building robust, data-driven frameworks that stand the test of time. At the core of my investing philosophy lies a fusion of: - Momentum investing, to ride institutional flows and relative strength, - Turnaround stories, to identify asymmetric opportunities before consensus catches up, - And quant-driven asset allocation, to remove emotion and bias from decision-making. Our approach goes far beyond traditional stock-picking. We design rule-based portfolios, powered by quantitative signals and supported by dynamic position sizing, portfolio risk control, and disciplined stop-exit systems. This allows us to navigate volatility, preserve capital, and capture sustainable alpha. 📊 What we’re building: - Multi-factor strategies with real-world validation - Tools for portfolio-level risk & position management - Smart systems for sector rotation, capital flow detection, and trend persistence The goal? A scalable edge. One that compounds over cycles and adapts to regime shifts. If you believe in blending data, intuition, and discipline to create wealth—let’s connect.

Experience

10 yrs 10 mos

Total Experience

2 yrs 9 mos

Average Tenure

10 mos

Current Experience

Vayu capital

Founder

Jul 2025 – Present · 10 mos · Bengaluru, Karnataka, India · On-site

We are a new-age Fintech advisory firm helping investors navigate India’s dynamic markets with intelligence, transparency, and conviction.
At the core of our approach lies a deep belief in momentum, Turnaround investing, and quant-driven asset allocation.

Momentum InvestingQuantitative Asset Allocation

Securens systems pvt. ltd.

International Sales

Feb 2023 – Jun 2025 · 2 yrs 4 mos · Mumbai, Maharashtra, India · On-site

The 1% club

Stock Market Educator

Jan 2023 – Jul 2025 · 2 yrs 6 mos · Mumbai, Maharashtra, India

Vested finance

Angel Investor

Apr 2022 – Jul 2025 · 3 yrs 3 mos

Growthschool

Angel Investor

Jan 2022 – Jul 2025 · 3 yrs 6 mos · Bangalore Urban district, India

Wint wealth

Angel Investor

Jun 2021 – Jul 2025 · 4 yrs 1 mo · Bangalore Urban, Karnataka, India

Avalon meta

Founder, COO

Jan 2020 – May 2022 · 2 yrs 4 mos · Bengaluru, Karnataka, India

Avalon labs

Co-Founder

Sep 2017 – May 2022 · 4 yrs 8 mos · Bangalore

Avalon Labs incubates, invests, partners with and spearheads technology companies that are on the cutting edge.

Iifl wealth management ltd

Manager

Jan 2017 – Sep 2017 · 8 mos · Mumbai Metropolitan Region

Capital Raising, Stake sale
Structured Equity
Exploring strategic alternatives (M&A) for various clients
Experience in industry analysis, interacting with clients (CXO level), creating valuation models and Pitch books across the sectors
Healthcare services
Small Finance Banks & NBFCs
Media & Entertainment
Experience in preparing Information Memorandum and client site visits
Valuation and pitch book experience

Securens systems pvt. ltd.

Project Manager

Apr 2012 – Oct 2013 · 1 yr 6 mos

While working with Securens, an IoT E-Surveillance Provider to Leading Banks and Retailers in India, I was made familiar with the workings for a SaaS business. Have also been a part of structuring the Growth strategy and vision for a SaaS business. Have worked on creating the valuation for the firm where I was made familiar with the Valuation Multiples which are crucial for a SaaS company like Recurring Monthly Revenue (RMR or MRR), Annual Recurring Revenue (RMR), RMR creation multiple, LTV/CAC Ratio.