We are a Robo-Advisory platform woven together to create a seamless, paperless and hassle free Investment experience for our clients. We value and respect Time & Money and we make sure neither of this is spent frivlously in paying for hidden commissions or spent in useless documentation. Our endeavor is to make sure clients 'get more' for every rupee invested through us and we ensure its done in a two-pronged approach:1) We recommend only 'Direct Plans' of Mutual Funds to our customers, hence, ensuring higher returns. Direct Plans of schemes have considerably lower expense ratios than regular plans and the difference gets added straight into the scheme returns - delivering significantly higher returns over long term ! Go Direct - Get More !2) Since, we dont earn any in-built trail fee (commissions) from Fund Houses, our scheme recommendations are completely bias-free and are solely based on merit. We believe in human touch when it comes to handling your queries but not when it comes to selecting the 'best' for you..! Our scheme recommendations are algorithmic and strictly based on scientific parameters.Experience the difference of going Direct and get more for every buck invested !

Head of Investments Product & Strategy for the Bank. Managing a portfolio of about $2 Bn in assets across Mutual Funds, Bonds and other Investment Solutions. Responsible for running the P&L on Investments Fee through product mix, channel strategies, analytics and Business Intelligence. New Product development and ongoing due diligence of on-shelf products alongwith managing and monitoring the overall portfolio quality on various qualitative and quantitative parameters is the key part of this role. Other responsibilities include :# Driving portfolio analytics to improve channel productivity and client penetration.# Channel communication around markets, products and business drivers.# Equipping the network with adequate tools, research, training and domain expertise to manage clients.# Developing new technology enablers to aid Invesments business.# Tracking competition and market trends to be at the forefront of Industry best practices in Wealth Management.# Keeping abreast of the regulatory framework and making sure all regulations are followed in letter & spirit.# Managing all Internal/external audits and compliance related matters for Investments.# Implementing & monitoring the Financial planning standards to ensure need-based selling practices are followed.# Developing adequate controls & checks to ensure right product is sold to right client. Ensuring highest levels of compliance and sales standards is a key priority.# Liaison with Asset Management companies and external stakeholders for all financial negotiations and to ensure highest levels of service and operational support for Bank clients.# Ensuring client satisfaction, managing client escalations, overlooking the operational and technology support on Investments.# Monitoring risk in portfolio and ensuring adquate governance is followed with local and regional internal stakeholders on the Investments portfolio.

Regional Head for Investments looking at the Investments business of West Region.Revenue responsibility of USD 9million annually.Managing AUMs over USD 1billion.Responsible for driving Investments sales and strategy via. 6 Investment Counselors driving a network of 80 Relationship Managers.

Looked after territories of Sierra Leone, Liberia for expanding Sales & Distribution. Worked in Ivory Coast, Ghana & Gambia for brief stints.

Responsible for all Samsung Digital Stores & Exclusive outlets in Mumbai. Also responsible for the sales, distribution & marketing of all high-end range of products (LCDs, Plasma, Home Theatre Systems, Camcorders etc.). Simultaneously responsible for corporate sales in Mumbai.