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.
2nd Round of Funding concluded
Sales and Service teams set up, CQ Exclusive launched
Touched 25.70 Lakhs of Revenue LTD
Rapid expansion in sales and revenues recorded 16.185 Lakhs of revenue for Apr.
Mobile App launch scheduled
CQ Elevate program launch scheduled
Execution Platform launch scheduled
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