Anup Bansal personal email
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“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
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Chief Business OfficerScripbox Feb 2022 - Dec 2022Bengaluru, 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. -
Chief Investment OfficerScripbox Jan 2021 - Jan 2022Bengaluru, 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. -
Co-Founder & Managing DirectorMitraz Financial Services Pvt. Ltd. Oct 2010 - Dec 2020Bangalore, 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. -
Co-FounderMitraz Financial Services Pvt. Ltd. Jan 2010 - Sep 2010Bangalore, Karnataka, In* Did the groundwork for starting Mitraz. * Developed business plans with 5 and 10-year projections and valuation model.* Arranged for seed funding. -
Program ManagerFreescale Semiconductor Feb 2007 - Apr 2009Austin, 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 -
Platform Software - Operations ManagerFreescale Semiconductor Feb 2006 - Jan 2007Austin, 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. -
Functional Software ManagerFreescale Semiconductor Mar 2004 - Jan 2006Austin, 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. -
Software Strategy ManagerMotorola Jan 2003 - Feb 2004Chicago, 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. -
3G Business Software/Tools ManagerMotorola Sep 2001 - Dec 2002Chicago, 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. -
Engineering/Software ManagerMotorola Apr 2000 - Aug 2001Chicago, 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. -
Lead/Senior Software/Software EngineerMotorola Mar 1994 - Mar 2000Chicago, 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 -
Senior Research AssistantIndian Institute Of Technology, Bombay Jun 1991 - Jul 1992Mumbai, Maharashtra, In
Anup Bansal Skills
Anup Bansal Education Details
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Indian Institute Of Technology, KanpurSpecialization In Communication Systems -
Indian Institute Of Technology, BombayElectrical Engineering
Frequently Asked Questions about Anup Bansal
What is Anup Bansal's role at the current company?
Anup Bansal's current role is Entrepreneur | Evangelist | Mentor | Trustee | Board Member.
What is Anup Bansal's email address?
Anup Bansal's email address is an****@****ail.com
What schools did Anup Bansal attend?
Anup Bansal attended Indian Institute Of Technology, Kanpur, Indian Institute Of Technology, Bombay.
What skills is Anup Bansal known for?
Anup Bansal has skills like Strategy, Team Building, Valuation, Program Management, Team Leadership.
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