
Chartered Accountant, Evangelist at CASE Platforms, 26+ Years Building Wealth Management & PMS Businesses
Chartered Accountant, Evangelist at CASE Platforms, 26+ Years Building Wealth Management & PMS Businesses
English, Hindi
Mumbai, Maharashtra, India
I'm a Chartered Accountant, Certified Financial Planner, and hold a Postgraduate degree in Investment Banking, with over 26 years in the finance industry. I currently serve as Evangelist at CASE Platforms, where I contribute to the growth of the smallcase business. Before this, I played a pivotal role in establishing and scaling the domestic business at Nuvama Asset Services, where I championed the PMS and AIF industry's growth.
My career spans leading financial institutions including Sharekhan...Read more
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CASE Platforms
Evangelist
LVX
Jain Chartered Accountants Federation
Venture Catalysts++ | India's 1st Multi-Stage VC
Signal Ventures
The Institute of Chartered Accountants of India
CA, Accounting and FinanceAngel Investor
Member
Angel Investor
Angel Investor
The Institute of Chartered Financial Analysts of India (ICFAI)
PGDIB, Investment Banking