Smriti Tomar

Co-Founder

Mumbai, Maharashtra, India6 yrs 7 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Founder of a modern wealth management platform.
Expertise in data analysis for banking sector.
Strong background in marketing and product development.

Stackforce AI infers this person is a Fintech entrepreneur with strong expertise in product development and data analysis.

Contact

smriti@stackwealth.in LinkedIn

Skills

Core Skills

Product DevelopmentManagementData AnalysisRisk ManagementMarketingBusiness Development

Other Skills

BlockchainCC++Customer Relationship ManagementCustomer ServiceHTMLJavaLeadershipMicrosoft ExcelMicrosoft OfficeMicrosoft WordPowerPointProject ManagementPublic SpeakingReporting

About

On a mission to make personalised and active investment management mainstream for the millennials. Stack is a modern wealth management platform, built from the ground up. It makes expert managed investment strategies, diversified asset classes and portfolio management accessible for retail investors. Outside of work, I love discussing startups, marketing, culture, fitness and female entrepreneurship. If you would like to indulge in my personal musings on startups, investing and more, do check out: My twitter - https://twitter.com/smriti_tomar and Instagram - https://www.instagram.com/smrititomar_/ Prior to this venture, I worked as a data analyst, focussing on overseas finance and banking industry, particularly Citibank, Latin America. Also had a small stint working at a B2B startup, Appointy Software Inc. which provides a booking platform for professionals spread across 110 countries.

Experience

6 yrs 7 mos

Total Experience

2 yrs 2 mos

Average Tenure

4 yrs 11 mos

Current Experience

Stack (yc s21)

Founder and CEO

Jul 2021 – Present · 4 yrs 11 mos · Bengaluru, Karnataka, India

Stack is a modern wealth management platform, built from the ground up. It makes expert managed investment strategies, diversified asset classes and portfolio management accessible for retail investors.

BlockchainProduct DevelopmentManagement

Exl

Business Data Analyst (Citibank)

Aug 2018 – Nov 2019 · 1 yr 3 mos · Gurgaon, India

Worked as a data analyst at EXL for Citibank, specializing in banking and financial services sector. Worked for a critical department, Citibank's Mexican subsidiary- Banamex. The work involved acquiring, filtering, analyzing and reporting data to be employed by risk committees, loss forecasting and existing customer management campaigns in various portfolios like credit cards, personal interest loans, payrolls etc.

Data AnalysisRisk ManagementReporting

Indian institute of management, lucknow

Marketing

Dec 2016 – Jan 2017 · 1 mo

Explored and implemented fundamental marketing skills through analysis and research of case studies by Harvard Business School. Created a go to market strategy for a book rental platform as a part of project.

MarketingResearch

Appointy software inc

Business Development

May 2016 – Oct 2016 · 5 mos · Bhopal Area, India

Worked in the product development cycle involving creation of marketing and customer relationship management strategies. Designed models for user research and feedback. Planned marketing campaign to gain insight for better lead qualification.

Business DevelopmentCustomer Relationship Management