Singapore - First Rate Global Summit 2024
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Quick Reflection on 2023
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Successful POC to generate 10 Custom Reports using Endowus Data. |
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Production ready application deployed but due to change in leadership project went on hold. |
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Institutional reporting went into Production in December 2023. POC with Nuvama Retail Wealth Group. POC with Nuvama Family Office Group. |
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Due to New SEBI (Securities and Exchange Board of India) guidelines Avendus has put project implementation on Hold. |
2024 India Strategy
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Public Company, Leading Fintech Advisory Firm. Meeting with Mr. Kamlesh Vadilal Shah, Managing DIrector. |
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Public Company, Portfolio Management and Advisory Services, Meeting with Mr. Hiten Ramniklal Mehta, Director. |
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Public Company, Portfolio Management and Advisory Services, Reference from Avendus CTO. |
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Seeking to recruit a Business Development professional in Mumbai with a primary focus on the Indian market. |
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In the event of Bamboo Go materializing, the strategic approach involves engaging with Advisory Firm B2B through a collaborative partnership with Syntoniq, a Behavioral Science platform. This initiative aims to integrate seamlessly with the offerings of a Robo Advisory platform. The collaboration will be orchestrated in coordination with Brian Pasalich, the CEO, and Prasad Ramani, the Chief Product Officer. |