About
Strategist | Author | Columnist | Researcher | Product Developer | Financial Advisory Specialist
With over 20 years of expertise spanning Financial Advisory, Global Macro Analysis, and Business Development Strategy, I have been fortunate to build a career rooted in innovation and collaboration. My journey has been shaped by a passion for transforming traditional models into cutting-edge strategic frameworks and developing financial advisory platforms that deliver tangible results.
Areas of Expertise:
Strategic Cost Model Development
Asset Allocation-Based Models & Behavioural Finance
Global Macroeconomic Research (US, China, Europe, Africa)
Equity Portfolio Management & Investment Banking
Product Development, Research, and Distribution Strategies
Technological Innovations in Financial and Insurance Platforms
I am privileged to have contributed to India's 1st Asset Allocation-Based Wrap Model Portfolio and Behavioural Risk Profiling Platforms, creating pathways for 1200+ B2B partners to transform their businesses. My tenure has also seen me as part of the leadership team for India’s 1st Distribution-Based TV Channel, further expanding the horizon of financial education and distribution strategies.
Beyond corporate engagements, I am an active guest lecturer at management institutes and a published author in esteemed forums like the Bombay Stock Exchange Brokers Forum Magazine, Business Economics Magazine, and Taxguru.
Academic Credentials:
Master’s in Economics
MBA in International Business Management
Chartered Wealth Manager (AAFM)
ICAI Finalist
Currently, I am focused on designing AI-driven business strategies, financial advisory solutions, and data analytics platforms to address the evolving needs of the financial ecosystem.
Awards & Recognitions:
Business Performance Achievement (Bajaj Allianz Financial Distribution)
Memorable Contributions to Sundaram Capex Fund & Reliance Equity Fund
Outstanding Report Analyzer and Researcher (ICWAI)
Job Experience
God has been kind, and the people with whom I have journeyed of my career over the last 20 years have been great fortune to have as my best friends standing today. Well, I hold more than 16 years of experience in Financial Advisory, Global Macro Analysis and Business Development Strategy. I am a Strategist, Author, Columnist, Researcher & Product developer. I hold an impeccable depth of developing new strategic cost models from traditional models. I have worked on many projects to develop various strategies and research comprising Product Development, Research analysis of Global Asset Class, Economy and developing financial advisory platforms and Asset Allocation based Models and Behavioural Finance. Simultaneously worked on strategies of developing Marketing channels, vertical research, Promotion of Products and brand creation.
I have been fortunate enough to manage and develop India’s 1st Asset allocation-based Wrap Model Portfolio and Scheme Selection for the Model over the last 9 years in a Distribution Company. At the same time, having domain knowledge and expertise in designing & developing a Behavioural Risk Profiling Platform and WRAP Based Model Portfolio- linking with the risk profile. I have significant domain knowledge of Distribution Technological aspects and Insurance platforms. I have managed and developed products and promotions for more than 1200+ B2B partners. I have actively guided around 1200+ channel partners to transform their businesses into new models. I was also in the leadership team of India’s 1st distribution-based TV Channel.
In my 20-year stint, I have published several articles and research insights in several places, like the Bombay Stock Exchange Brokers Forum Magazine, Caclubindia, Taxguru, Taxindia online, ICWAI Monthly Newsletter, Business Economics Magazine, etc.I have in-depth expertise in Financial Advisory, Equity Portfolio Management, Macroeconomic research across the globe (China, Europe, US and Africa mainly), Investment Banking, Financial Planning, and Business Strategy development for corporate and Broking firms. I am also a faculty member as a Guest Lecturer atthe Management Institute. My qualifications are a Master's In Economics, an MBA in International Business Management, an ICAI final and a Chartered Wealth Manager from the American Academy of Financial Management. I have been a part of many research projects under the stint of The Institute of Cost and Works Accountants of India (Set up under the Act). I am currently working on designing AI-based business strategies, Financial Advisory and data analytics-based solutions.
My Career Engagements
• Attended many Panel Discussions on Economics, Business and Industry previews.
• Co-Author of Book on Costing Methods and Research for ICWAI Recognition/Awards:
• Bajaj Allianz Financial Distribution-Business Performance Achievement
• Sundaram Mutual Fund –Memorable Contribution to Sundaram Capex Fund
• Reliance Mutual Fund - Memorable Contribution to Reliance Equity Fund
• The Institute of Cost and Works Accountants of India for outstanding report analyzer and Researcher
• International Financial Reporting Standards From ICWAI
