Empowering users and financial intermediaries for better financial visibility and financial control across 18 asset classes.
Conceptualized the business model leveraging on previous start-up experience.
Millennium Family Office Investment Advisor incorporated as Sole Proprietorship
Plan for incorporation of Quotient Digital Solutions Private Limited.
Alpha Version of the website goes live at www.capitalquotient.com.
Team expanded by additional 2 FSD. Promoters bring in additional funds.
Capital Quotient Investment Advisors as an RIA set up
Closed the first round of investments
Beta Launch of Financial Planning platform.
Launch of Investment Addition module on Web.
Partner B2B2C Module Launch for Intermediaries on SaaS model.
Execution Platform for CQ under Direct Mode and WQ for Partner ARN
Entrepreneur / Banking & Financial Services Professional @ Stealth-mode Start-Ups
(2013 - 2015)
Head - Relationship Banking
Repairyourinvestments Advisors Private Limited
(2007 - 2013)
(2006 - 2007)
New Hampshire College
Master of Business Administration (M.B.A.) • 2004 - 2004
Institute Of Technology And Management
Post Graduate Diploma in Management • 2002 - 2004
St. Xavier's College
B.Com (First Class Honours) • 1999 - 2002