V

Vikram Biswas

Co-Founder

Bengaluru, Karnataka, India30 yrs experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Co-founded a SEBI registered investment advisory firm.
  • Led large technology teams at Fidelity Investments.
  • Expert in financial planning and wealth management.
Stackforce AI infers this person is a Fintech leader with extensive experience in financial planning and technology management.

Contact

Skills

Core Skills

Financial PlanningInvestment ResearchNew Business Development

Other Skills

Personal Financial PlanningInformation TechnologyFinanceProgram ManagementOperations ManagementOrganizational DesignManagementStrategyRisk ManagementSoftware Project ManagementLeadershipSDLCTeam ManagementOracleVendor Management

About

Proudly leading Lookinglaz Technologies LLP, a SEBI Registered Investment Advisory firm . Our team is dedicated to revolutionizing wealth management for both individual and corporate clients. With a solid foundation in financial planning and a Certified Financial Planner credential, we're committed to helping our clients achieve their financial aspirations. Our approach combines strategic insight with the latest in fintech innovation, ensuring tailored solutions that resonate with their unique needs. Leveraging my tenure as Head of Brokerage & Wealth Technology Group at Fidelity Investments, I've honed a wealth of competencies in managing large financial organizations and fostering global engagements. This experience is instrumental in guiding Lookinglaz Technologies towards delivering strategic and complex business programs. We've created a culture that values innovation and thought leadership, empowering our clients to navigate the dynamic world of finance with confidence and clarity.

Experience

30 yrs
Total Experience
5 yrs
Average Tenure
5 yrs 4 mos
Current Experience

Fliber investment advisor - a unit of lookinglaz technologies llp

Co-Founder

Feb 2021Present · 5 yrs 4 mos · Bengaluru, Karnataka, India · On-site

  • I co-founded Fliber Investment Advisor, a unit of Lookinglaz Technologies LLP( SEBI Regn: INA200016917), in Bengaluru, Karnataka, India. Our mission is to partner with individuals and families on their financial journey, providing industry-leading tools and research to create personalized financial plans and invest in diverse financial products.
Personal Financial PlanningInvestment ResearchInformation TechnologyFinancial Planning

Lookinglaz technologies llp

Co-Founder

Jan 2020Present · 6 yrs 5 mos · Bangalore · On-site

  • A SEBI Registered Investment Advisory Company. We work with individuals and families to help them in their financial planning and help them in achieving their financial dreams!
New Business DevelopmentFinanceFinancial Planning

Fidelity investments

6 roles

Senior Vice President - Head of Enterprise Technology Group in India

Promoted

Apr 2018Dec 2019 · 1 yr 8 mos

  • I am responsible for all enterprise technology organizations ( ETG) from India. This consist of Enterprise Infrastructure, Enterprise Cloud Computing, Enterprise Cyber Secutity, Corporate Technology Group and Fidelity Center for Applied Technology ( FCAT).
  • The ETG Organization delivers enterprise capabilities across the firm. It is 1500+ strong team in India.
  • My role is to work with the senior leaders across ETG to deliver value added services at scale globally.

Vice President

Jan 2014Apr 2018 · 4 yrs 3 mos

  • Head of Fidelity Brokerage Technology organization ( FBT ) in India .
  • I was responsible for eMoney Advisor technology and FCAT in India( Fidelity Center fot Applied Technology) for delivering thought leadership on research, technology and drive business innovations.
  • The 700 plus strong organization delivers critical brokerage technology projects, programs and business innovations for Fidelity's Brokerage business and wealth management business in US.
  • I had the responsibility for organization leadership, strategy and planning, customer management, people leadership and overall delivery of brokerage programs from India , across Bangalore , Chennai and multiple ODCs.
  • I was also responsible for creating global capability for the firm in the areas of brokerage technolgy and wealth management and also playing an active part in the FBT's technology stack transition and cloud adoption journey

Senior Director

Promoted

Jun 2011Jan 2014 · 2 yrs 7 mos

  • Head of the Testing Horizontal in Fidelity India.
  • Led a strong organisation of 450+ associates which delivers testing services to all the Fidelity businesses such as Brokerage, Asset Management, Retirement Services & Cash M . The major service lines catered by the horizontal are Quality Assurance , Functional testing, Automation testing & Performance Engineering.

Director

Promoted

Jan 2009Jun 2011 · 2 yrs 5 mos

  • Head of Trade Clearing & Settlement, Brokerage back office and Capital Markets technology.
  • Managed a brokerage back office technology team of 150 associates and a Capital Market Technology team of 50 associates. Delivered critical programs in the space of order management, trade routing, trade clearing and settlement, compliance , margin and risk areas.
  • Responsible for organisation leadership, strategic planning , off shoring strategy for the institutional brokerage and capital market functions , building the right workforce .
  • Worked across Bangalore , Chennai, Gurgaon and several US cities in this role.

Senior Project Manager

Promoted

Aug 2008Aug 2009 · 1 yr

  • Worked for Fidelity HRS organization as a technology leader. Also participated and contributed in the Fidelity IT Transformation initiative as part of the process and methodology work stream

Project Manager

Jan 2003Dec 2008 · 5 yrs 11 mos

  • I managed the OSG Technology organization (brokerage back office technology) from India. I was responsible to build a strong technology team with brokerage domain capability and ability to scale. I was successful in building a 100 member organization. I also put together the long term strategic plan to build capability and drive accountabilty in key areas of brokerage from India. I was sucessful in putting in place a vendor strategy to scale and learning strategy to build domain capability.

Hcl technologies

Project Lead for Bankerstrust Australia

May 1999Dec 2002 · 3 yrs 7 mos · Greater Sydney Area

  • I was responsible as a technology project lead to deliver the GST (Goods And Services tax) business program for the global investment major Bankerstrust Australia in Sydney.

Hexaware technologies ltd india

Senior Software Engineer - Alliance Capital - Newyork

Dec 1997May 1999 · 1 yr 5 mos · Newyork and Mumbai

  • I was working on a several mainframe technology projects to enable Alliance Capital to create multi currency capability and become Y2K complaint.

Unicorp industries

Sr. Software Engineer

Mar 1997Dec 1997 · 9 mos · Greater Delhi Area

  • Worked on partial banking automation software for United Bank and State Bank of India. I was also responsible for implementing the internation banking software BANKS in Jammu Cooperative Bank

Modi olivetti ltd

Sr Software Engineer

Jan 1995Jan 1997 · 2 yrs · Calcutta

  • I was managing the customer and production support for the Advance Ledger Posting software for United Bank and State Bank of India across Bengal and Bihar. I was also the key developer for some of the modules of partial banking automation software in Olivetti.

Education

Indian Institute of Management Ahmedabad

Certificate in Strategic Execution — Strategy

Jan 2010Jan 2010

Suresh Gyan Vihar University

Master of Business Administration - MBA — Investment Banking & Wealth Management

Jan 2020Jun 2022

The University of Burdwan

B.Comm — Accounting

Jan 1991Jan 1993

National Institute of Information Technology

HSM

Jan 1990Jan 1992

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