Rochit Shetty Email & Phone Number

A dynamic financial services firm offering effective investment and insurance solutions,, financial consultancy, and educational programs. We empower clients with strategic insights, ensuring financial success.

iBridge360 is an Experiential Learning Platform primarily built to improve the capability of a person to do their current job and future jobs effectively. The company invests in right-skilling and up-skilling talent to meet the ever-changing demands of businesses that aspire to acquire and build the best team to meet their objectives.- Strategically look at the company’s current structure and finances, and help in positioning the organization for the next level of growth- Raise… Show more iBridge360 is an Experiential Learning Platform primarily built to improve the capability of a person to do their current job and future jobs effectively. The company invests in right-skilling and up-skilling talent to meet the ever-changing demands of businesses that aspire to acquire and build the best team to meet their objectives.- Strategically look at the company’s current structure and finances, and help in positioning the organization for the next level of growth- Raise the required funding for business and assist in the financial structure and finances at a strategic level- Broadly accountable for the administrative, financial, and risk management operations of the company, including the development of a financial and operational strategy, identifying and tracking relevant KPIs, and the ongoing development and monitoring of control systems to preserve company assets and report accurate financial results Show less

Proprietary investment and trading - Public Equity- Index & Stock Options- Private EquityWealth Partner @ Wealthy (wealthy.in)Make better financial decisions and grow your money. Start your journey towards a secure tomorrow with Wealthy.

WealthTrust Capital Services under its research services arm provides investment research & recommendations for:- Direct Equity Investments - Startup Investments- Catering to different investor segmentsWith our alliances with Fintech platforms and angel investor networks we aim to provide a seamless and valuable experience for clients.For more information you can reach me on - rochitshetty@wealthtrustcap.com

Investments & Business DevelopmentProduct and Services - http://wealthtrustcap.com/Wealthtrust/product-and-services.aspxEmail - rochitshetty@wealthtrustcap.com

• Part of the Angel Investor Group at IPV evaluating/investing in promising startups through Founder/Investor calls

• Investment advisory (Currencies, Stocks, Commodities, Indices) • Finance Consultancy – Private equity, Venture capital (B2B commerce/innovation platform - UK) • Past projects - Distressed real estate fund (SEBI registered - India focused), Commercial real estate • HNWI/UHNWIs network with experience of pitching high value projects• Deal sourcing/execution/closure

• Investing/trading in Currencies, Stocks, Commodities and Indices• Analysing Technical charts/Indicators and researching through global fundamental data• Reviewing Profit & Loss statements

• Managed 3 teams (Public Funds, Non Profit & Corporate funds) including 3 Team leaders and 25 members• Overseeing functions pertaining to pension fund accounting (300 clients/1500 funds)• Cash, stock, failed trades and past due income reconciliations performed daily/weekly • Preparing month ends for clients by calculating/validating NAV’s (net asset value) • Auditing by preparing cost proofs and manual pricing of securities• Preparing annuals, quarterlies, ad hoc reports… Show more • Managed 3 teams (Public Funds, Non Profit & Corporate funds) including 3 Team leaders and 25 members• Overseeing functions pertaining to pension fund accounting (300 clients/1500 funds)• Cash, stock, failed trades and past due income reconciliations performed daily/weekly • Preparing month ends for clients by calculating/validating NAV’s (net asset value) • Auditing by preparing cost proofs and manual pricing of securities• Preparing annuals, quarterlies, ad hoc reports and daily/weekly/monthly MIS• Weekly, monthly and quarterly team meetings, team building, learning sessions• Interviewing for potential new hiresAchievements: • Consistently resolved exceptions within time limits i.e. resolved in 15 - 30 days before escalation procedures • Grew the team size/work from 4 FTE's to 25 FTE's (full time employees) in 18 months• Received the Best Department Award from State Street as well as from Syntel in 2007• Received the Syntel Value award “Smart” and appreciation from State Street for successful transition• Successfully worked at the State Street Quincy office in Boston (transition/training) • Instrumental in maintaining accuracy and timeliness consistently Show less

• Providing information on Companies, Industries (through research reports), Credit rating reports (Moodys, S&P, Fitch) Newsruns (Factiva, Lexis Nexis), Bloomberg data, SDC runs, Factset data and preparation of PIB’s (Public Information Book) for M&A’s and New IssuesAttainments: Effectively coordinated with Associates, Vice Presidents, Directors and Managing Directors from U.S., Europe and Asia Pacific region providing information on Companies & Industries

• Conducted research for Bear Stearns • Providing information on Companies, Industries (through research reports), Credit rating reports (Moodys, S&P, Fitch) Newsruns (Factiva, Lexis Nexis), Bloomberg data, SDC runs, Factset data and preparation of PIB’s (Public Information Book) for M&A’s and New Issues

• Accounts reconciliation and past dues follow up

Mba, Finance

Bachelor Of Commerce (B.Com.), Accounting