Analyzing and making allocation decisions for Liquid and private portfolios for the Family office.

Changing the way investments are made in the digital age. Family offices and HNI clients get a no frills platform for managing their wealth, taxation and succession.

Happy to help with any banking/corporate needs or suggestions for my fellow network of people, startups and corporates. Message me to reach out!

Handling Key alliances Creating a brand portfolio for Crownit in Retail, and FnB segmentDriving brand conversations with both offline as well as online brands to drive campaigns, engagement and associationsCreating strategic partnerships which add revenue to both brands and Crownit, Managing the client relations post onboardingCreating the deal structures and projections for partner growthEnd to end alliance entailing creation of plan, presenting plan… Show more Handling Key alliances Creating a brand portfolio for Crownit in Retail, and FnB segmentDriving brand conversations with both offline as well as online brands to drive campaigns, engagement and associationsCreating strategic partnerships which add revenue to both brands and Crownit, Managing the client relations post onboardingCreating the deal structures and projections for partner growthEnd to end alliance entailing creation of plan, presenting plan, closure Show less

Forming Strategic alliances for Crown it across multiple categories and brands.Brand Alliances, Business Planning, Customer Relationship ManagementMaintain Partner relationship and ensuring the price comparison.Manage product operations and Client servicing for retail outlets.Driving Hyper Local commerce generating revenues from location based serviceKey Account Management (Brands)Market study & Business PlanningProject execution and… Show more Forming Strategic alliances for Crown it across multiple categories and brands.Brand Alliances, Business Planning, Customer Relationship ManagementMaintain Partner relationship and ensuring the price comparison.Manage product operations and Client servicing for retail outlets.Driving Hyper Local commerce generating revenues from location based serviceKey Account Management (Brands)Market study & Business PlanningProject execution and managementKey Account Management for signed clients.Develop long term relationship with acquired and prospective clients in the region.'Crown it'​ is a customer club app. The preferred app for cashback and discounts(in the form of crowns) in Delhi/NCR and Mumbai region. With the rapidly expanding user base and merchants(5000+), we are a customer club of aware consumers and exclusive brands. The new blue eyed boy of the startup community, Crown it has raised Series A funding and Looks to expand into 25 cities by the end of 2016. https://www.youtube.com/watch?v=fWvLhLMWPTs Show less

Market research and analysis in Equities and Commodities(Agri), Designing Risk Management Systems, Design Client portfolios, Develop Long Term Investment Strategies, Portfolio Re-balancing • Co -Managed AUM of INR 2,20,00,000 • The Commodity Cash and Carry Fund had an average return of 23% p.a since inception.• Managed Equity Portfolios of INR 20,00,000. FY '14-‘15 return of 91%.

PlanSource Associate , creating end to end financial planning solutions for individual clients through vast advisory network at Ameriprise Financial