Experienced Management Team with 100+ man-years of experience in Financial Services Operations, Large Access to experienced talent pool globally.
Best in Class Industry best practices, Superior Customer experience, Innovation in Operations efficiency, Committed Management team, True business Partnership with Customer first delivery model, Complete Flexi options & customization
Library of industry best practices and process automation programs delivers significant gains through improved efficiency
Leveraging the industry best platform partners with complementary solutions & preparatory framework to being the best solutions. Technology Partners to enable time to market and Jump start operations.
Leaders guide and facilitate others to make a positive difference in their own lives and to contribute to a larger good among the peers.
Business integrity is the code of morals adopted by an organization, representing the values the company runs on.
Emphasizes continuous improvement of processes, one that results in a healthy workplace, satisfied customers, & a growing, profitable company.
An intuitive zeal that arises from emotional engagement with the organisation that makes work joyful & inspires each one to give the best.
Respect guides all of our daily interactions with each other, with our customers and even with our products and guiding value for all our employees.
Employees in the workplace are considered to be the most valuable resource, & safety and health is valued along with productivity, quality & pay.
Seasoned hands-on business technology executive with deep experience in Commodities. Experienced in the complete lifecycle of trading - Pre trade research, Execution (screen plus OTC), Deal capture, Risk management, Operations and Accounting.
Prior experience includes 15+ years senior leadership roles in tier-1 hedge funds viz. CIO of Saracen Energy Advisors, MD of Citadel Investment Group & world’s largest institutional broker of commodities OTC Global Holdings as CIO, managing all aspects of technology including building and supporting Trading & Risk management systems for various asset classes including Commodities, Equities, Fixed Income and Credit derivatives.
Aby has a technical graduation from Mangalore University, India. He has a vast experience of 25 years in Wealth Management, Capital Markets & Financial Planning. Prior to this he was the Founder & MD of Smart Invest Capital a wealth management boutique firm catering to financial needs of Onshore & Offshore clients. He served as a Vice President & Regional Head for South - 1 at HSBC Invest Direct with proven abilities in business development, relationship management and operations. Aby an entrepreneur from 2009, had a dream which soon turned into a vision. Partnering up with his friends, they intercepted into the industry, offering a wide range of innovative business process solutions for the fund houses.
A Commerce Graduate from Bangalore University & Financial Services professional with an overall enriched Capital market experience of 20 years in the areas of Accounting, Operations,Delivery & Client Relationship verticals with track record of setting and achieving tough benchmarks in the business with highly recognized financial services organization.
Prior to this Kavitha was heading the securities services operational business of IL&FS Securities Services Southern region, a leading financial services institution in India comprising of Esop financing, custody, clearing, settlement, depository, regulatory reporting and fund administration services for several prime brokers, corporates and HNI Clients
A commerce graduate and an MBA from TAPMI. He has 28 years of experience in Stock Broking, Mutual Fund Distribution, Insurance; Structured & Real Estate related products. Worked as Independent Financial Advisor, MD & CEO of Bee Stock Financials, a boutique wealth advisory firm to provide wealth management services to niche customers. He is an expert in Personal Financial Planning and advisory services.
He is known for his acumen in team management and development. His last position was with HSBC Investdirect as a Senior Vice President and Regional Head for South 1 Region. He co-promoted InvestAscent wealth Advisors Pvt Ltd. It made its headway to provide wealth management services to various corporate employees. It also provided tax e filing services to a large number of corporates.