Invests in
Skills
Education
- OU
Lists including Moksha Kalyanram
Work Experience
2023
Managing Partner
2023
2020
Founding Partner
2020
Certified Corporate Director
2018
Serving #non-executive directors and aspiring #independent directors of boards. #Directors wanting to develop their knowledge and skills before joining the board. Newly appointed Directors wishing to establish their role and responsibilities on the board. #Experienced directors wanting to bring best practices to their companies and gain up-to-the-minute knowledge, on a range of business and legal issue.
Angel Investor
2017
Interested areas - Agriculture, Automotive, Aviation, Biotechnology & Life Sciences, Building Services & Products, Education & Training, Energy & Mining, Entertainment & Film, Fashion & Beauty, Finance, Business & Law, Food & Beverage, Greentech & Environmental, Hospitality, Restaurants & Bars, Internet, eCommerce & Apps, IT, Hardware & Software, Manufacturing, Marketing & Advertising, Media & Publishing, Medical, Pharma & Health Care, Personal Services, Products & Inventions, Real Estate, Retail, Security & Defence, Sport & Leisure, Technology, Telecom & Mobile, Tourism & Hotels, Transportation
Executive Committee Member
2017
Life member
2017
2013 - 2023
Practitioner - Financial Service & Wealth Management
2013 - 2023
Practitioner - Wealth Management - Insurance Planning, Retirement Planning, Tax & Estate Planning
2017 - 2023
Founder
2017 - 2023
A support system provider to make MSME scale up to MNC
2017 - 2021
Partner
2017 - 2021
Medical Tourism, Insurance Repository & Claim Assistance provider
2018 - 2019
Intangible Analyst & Chief Valuation Officer
2018 - 2019
Brand value assestment and recommendation Social Media Valuation Trademark valuation Copyright valuation Patent valuation
2002 - 2016
CEO
2014 - 2016
Senior Business Analyst & Subject Matter Expert
2011 - 2014
• Business Analyst & SME for business areas like Financial Planning, Insurance, Risk Profiling, Private Equity & Venture Capital Funds, Portfolio management, Financial Risk Management, International Financial Reporting Standards, etc., to gather User and business requirements, translated them into functional, non-functional and transitional requirements.
Business Analyst
2009 - 2011
Requirement gathering, Functional specifications, validation testing
Associate Business Analyst
2008 - 2009
Creating training material to support process implementation and executive readouts. Capture business inputs into Microsoft tools for business case analysis Capture user feedback of tools and processes
Quality Analyst
2007 - 2008
Responsible for the development and execution of manual test cases and scripts
Investment Advisor
2002 - 2007
Mutual funds, Bonds, NCDs, Post office schemes