Anup Bansal
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Anup Bansal Email & Phone Number

Entrepreneur | Evangelist | Mentor | Trustee | Board Member
Location: Bengaluru, Karnataka, India 12 work roles 2 schools
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Role
Entrepreneur | Evangelist | Mentor | Trustee | Board Member
Location
Bengaluru, Karnataka, India

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Anup Bansal is listed as Entrepreneur | Evangelist | Mentor | Trustee | Board Member based in Bengaluru, Karnataka, India. AeroLeads shows a matched LinkedIn profile for Anup Bansal.

Anup Bansal previously worked as Chief Business Officer at Scripbox and Chief Investment Officer at Scripbox. Anup Bansal holds M.Tech, Electrical Engineering, Specialization In Communication Systems from Indian Institute Of Technology, Kanpur.

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About Anup Bansal

“The true traveler never arrives” - Edgar Degas, French impressionistMy belief has always been that “Life is a journey, not a destination”. I started my career with Motorola in 1994 as a young software engineer and ended up as a program manager in its spin-off Freescale where I was responsible for engineering and software development functions. Life took a different course when I co-founded Mitraz Financial and started my entrepreneurial journey in 2010. That’s when I decided to pursue my CFA charter and finished all the exam levels by 2012.Growing up in a lower-middle-class family with scarcity and tight budgets, I had first-hand experience of what it means to have dreams and what it takes to achieve them. Mitraz was set up with the mission to help clients realize their aspirations through prudent financial planning and investment management. We were advising more than 500 clients on 500+ Cr assets when Mitraz became a 100% owned subsidiary of Scripbox Advisors Pvt Ltd. in 2021.An engineer by training, and entrepreneur by heart, I am passionate about building businesses that are fertile ground for innovation, and creativity and have the right governance principles, team culture, and individual development opportunities. My key interests include retirement planning which is not only about sufficient corpus but also enriched and fulfilling life in one's golden years. My other professional interests include being a trustee of Anaha Trust which is a charitable institution that supports projects related to healthcare, education, and the environment, and being part of company boards.I live by the values of lifelong learning, health is wealth, challenging myself, reaching one’s potential, and embracing change. I have varied interests from reading, running, trekking, traveling, and singing to biking. I am always available for mentoring and coaching. You can reach me at anup.bansal@gmail.com

Listed skills include Strategy, Team Building, Valuation, Program Management, and 1 others.

12 roles

Anup Bansal work experience

A career timeline built from the work history available for this profile.

Chief Business Officer

Bengaluru, Karnataka, In

* Responsible for 3000+ Cr Relationship-based assisted Wealth Management business delivering services to more than 4500 clients.* Set up the organization and created the team structure with multiple incoming Independent Financial Advisors (IFA) businesses and integrated them into one entity with a common culture.* Successfully transitioned and stabilized the businesses and teams in the first 9 months with customer segregation based on the defined user persona, process framework for advice delivery, customer interactions, events, and regular training programs.* Set up the business for long-term growth with detailed financial planning and data analytics-based actions. The team increased SIP realization and client referrals based on the identified investment potential and service delivery.

Feb 2022 - Dec 2022

Chief Investment Officer

Bengaluru, Karnataka, In

* Created a centralized competency center with a team of 15 people and a combined experience of 100+ years in Research, Financial Planning, Investment Advisory, Tax Planning, Insurance, and Estate Planning.* Responsibilities included Portfolio Construction, Portfolio Benchmarking and Performance Reporting, External and Internal Market updates, Customer-facing team members training, and Research Inputs to the Product Management team.* Strengthened research and advisory processes and scaled up the activities with data analytics and technology.* Chaired Investment Committee meetings for investment products' selection for 60,000+ customers and 4000+ Cr digital and relationship-driven wealth management businesses.* Integrated research best practices of incoming Independent Financial Advisors (IFA) businesses and propagated one research methodology among all.* Created and disseminated content for customer education and advocacy through webinars, newsletters, product notes, market commentary, news articles, and print media quotes.

Jan 2021 - Jan 2022

Co-Founder & Managing Director

Bangalore, Karnataka, In

* Co-founded and started Mitraz which was one of the pioneers of fee-based advisory model in wealth management. Mitraz provided holistic wealth advisory services that included not only investment advice across multiple asset classes with a strong focus on independent research but also planning for life goals. We created a risk management framework with robust processes and achieved operational efficiencies with an in-house technology platform and tools. Besides the technical numbers-driven knowledge (left brain), our advisors specialize in clients’ emotions around money and investments (right brain).* Mitraz won the 2016 inaugural Wise Advice Competition organized by Wealthforum and was in the top 5 advisers list in the 2017 and 2018 editions.* Some quotes from our customers:“My relationship with Mitraz is not transactional. They have enabled me to get rid of my fears and helped me explore things in my life that I wouldn’t have done otherwise!” - Harish Pillai, CEO, Metro Pacific Health Group, Manila, Philippines“Interestingly, their financial planning is based on life goals & happiness! Their strategy is tailored to the risk appetite of individual investors” - Vasanth Kumar, Ex-MD, Retail Company“Mitraz enabled us to create a comprehensive asset box to meet our financial goals and meet all our financial needs – Ankur Mehrotra, Kanika Jewels* Mitraz was servicing more than 500 clients and advising on 500+ Cr assets (Mutual Funds, Stocks, Gold, PMS, AlFs, etc.) when it became a 100% owned subsidiary of Scripbox Advisors Pvt Ltd, a leading Digital Wealth Management platform in 2021.

Oct 2010 - Dec 2020

Co-Founder

Bangalore, Karnataka, In

* Did the groundwork for starting Mitraz. * Developed business plans with 5 and 10-year projections and valuation model.* Arranged for seed funding.

Jan 2010 - Sep 2010

Program Manager

Austin, Texas, Us

* Led a multi-site (US, France, India) System architecture team to deliver upfront requirements, and system architecture specs for a 3G wireless platform based on Symbian OS/S60 Applications Framework.* Led a cross-functional team from Applications Interface, Multimedia, BSP, and Wireless Stack domains for better requirements management, architecture development, and change management

Feb 2007 - Apr 2009

Platform Software - Operations Manager

Austin, Texas, Us

* Ramped up Platform Software operation in Bangalore including infrastructure in less than 6 months. Responsibilities included building up teams in software development and integration, tools, and hardware support domains for Symbian and other platforms.

Feb 2006 - Jan 2007

Functional Software Manager

Austin, Texas, Us

* Led the global software development efforts of platforms based on short-range low power Ultra-Wide technology. Responsibilities included a quick ramp-up of teams in the US and India, setting up of software development processes, project planning, and execution.

Mar 2004 - Jan 2006

Software Strategy Manager

Chicago, Illinois, Us

* Responsible for Wireless Stacks, Applications Environment Software, Tools strategy for the Wireless group across 2G, 2.5G, and 3G platforms, and technical (software) evaluation of potential partners/acquisitions. Worked with the business teams to develop the communication software partnership plans and evaluated companies.

Jan 2003 - Feb 2004

3G Business Software/Tools Manager

Chicago, Illinois, Us

* Responsible for high-level Hardware, Software, and Business Interactions with Motorola Cellular Handset Group. Created a Memorandum of Understanding (MOU) and led technical negotiations for the agreement. Drove software alignment between Motorola groups for 3G platform solutions.* Responsible for software agreements with tools and 3rd party software providers. Led definition of Tools and Development Environment for Next Generation 3G platforms.

Sep 2001 - Dec 2002

Engineering/Software Manager

Chicago, Illinois, Us

* Managed teams of software engineers in Motorola, Austin (direct reports), and Motorola India (dotted line) for video telephony over ISDN, POTS, and IP networks projects, video telephony over Set Top box.* Responsible for wireless and wired connectivity solutions for intelligent home architecture. Evaluated various internal/external 5 GHz wireless connectivity solutions with QoS offerings, which can be used in a Home Gateway.

Apr 2000 - Aug 2001

Lead/Senior Software/Software Engineer

Chicago, Illinois, Us

* Increasing responsibilities after joining Motorola, Bangalore INDIA from college and subsequent transfer to the US.* Focused on embedded software development on Motorola DSP processors for Videotelephony (ISDN, POTS, Internet).* Extensive experience in System Requirements/System Architecture development, System Integration, and testing, Interactions with Customers, and working with them onsite* Worked with multi-site teams in the US and India

Mar 1994 - Mar 2000
2 education records

Anup Bansal education

M.Tech, Electrical Engineering, Specialization In Communication Systems

Indian Institute Of Technology, Kanpur

B.Tech, Electrical Engineering

Indian Institute Of Technology, Bombay
FAQ

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What is Anup Bansal's role at their current company?

Anup Bansal is listed as Entrepreneur | Evangelist | Mentor | Trustee | Board Member.

Where is Anup Bansal based?

Anup Bansal is based in Bengaluru, Karnataka, India.

What companies has Anup Bansal worked for?

Anup Bansal has worked for Scripbox, Mitraz Financial Services Pvt. Ltd., Freescale Semiconductor, Motorola, and Indian Institute Of Technology, Bombay.

How can I contact Anup Bansal?

You can use AeroLeads to view verified contact signals for Anup Bansal, including work email, phone, and LinkedIn data when available.

What schools did Anup Bansal attend?

Anup Bansal holds M.Tech, Electrical Engineering, Specialization In Communication Systems from Indian Institute Of Technology, Kanpur.

What skills is Anup Bansal known for?

Anup Bansal is listed with skills including Strategy, Team Building, Valuation, Program Management, and Team Leadership.

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