Finzo is a wealth-tech firm (sister concern of Fintrust Advisors LLP) with a broad vision to build an expansive product under brand name ALLFUNDS for advisory, execution, fund accounting and analytics. I am working closely with Techwave, our partner in developing the product, to bring the app and website to the diverse retail, HNIs, Family Offices and businesses helping them achieve their investment goals by providing real-time updates on account health status while considering market risk and volatility. • Our target here is to develop AI-based models to get insights/ predict/ recommend the best investment solutions.• Collaborate with the development team as a Subject Matter/ Domain Expert.• Working closely with the tech partners to build sequence flows, and high-level and low-level design flows.• Developed the entire engine which generates analytics and recommendation in our Robo Advisory platform using python and SQL.• Co-developed mockups and optimized user journey for app and website using Figma/ mockitapp with the UX/UI/BA team.• Developed and coded all the financial calculators for the website/ app using Python.• Managing a team of backend developers to automate data retrieval, data analysis & management from different sources like Morningstar, Registrar and Transfer Agents, AMFI and other sources.• Responsible for coordination with our partners for on time delivery of products/ agreements.• Conducting sprint demos and product demos for business stakeholders.• Providing knowledge transfer (KT) sessions to team members and performing peer reviews of the analysis.• Understanding industry trends, regulations, and best practices to offer valuable insights and guidance during the requirements analysis process.

• Responsible for managing the team regarding data management, reporting and research.• Automated entire research and some of the reporting process using Python.• Working exclusively to optimize whole research and operations to maximize efficiency using Python & Macros.• Set-up an automated Accounting System Backend for Performance Reporting • I also design and prepare market updates /blogs for monthly distribution to our clients and for our media presence.• Overlooked timely delivery from our operations team.

• Set-up an automated Accounting System Backend for Performance Reporting • Analyzed, reviewed and recommend changes to over 170 crores assets under management.• Written news-letters and blogs for monthly distribution to our clients.

• Designed all algorithms for online mutual fund portal, program them in excel to test them for further development.• Developed many algorithms in excel for final execution.• Developed all technical content for the blogs and posts for the website.• Designed all the financial calculators for the website.• Also, I was responsible for coordination with our tech partners for on time delivery of products.

• Started here as a MIS executive to become an Equity analyst in PMS division within very short period.• Also redesigned the MIS reporting system and some complicated but simple to understand reports for our client’s which is still used by the firm at its core.• And always taken part in decision making process with the management.