Our people are our greatest asset, our founders and management team average 15+ years experience in fund administration and we hire experienced fund administration and technology professionals who come to us from both large bank owned administrators as well as small boutique fund administrators to round out our staff.
Co- Founder & CEO
Nilesh has more than 17 years of experience in Fund Administration, Middle and Back Office Services and Technology. Nilesh has MBA, CA, CPA, CFA and FRM certifications.
Co- Founder & COO
Nitin has more than 16 years of experience in Fund Administration, Middle and Back Office Services and US Taxation of Hedge Funds and Commodity Pools. Nitin has MBA, CA and CFA certifications.
Co- Founder & CPO
Manish Agrawal has more than 15 years of experience in Fund Administration, Middle and Back Office Services and Technology. He is a CA.
Strategic Advisor - Technolgy
Rahul has more than 14 years of experience in the IT industry in various roles and positions within multiple firms working on complex projects.
Shalin is the Founder and Chief Investment Officer of Bodhi Tree Asset Management. He has held senior roles with investment management firms including a registered investment adviser for a major family office. Shalin has personally supported multiple highly successful Silicon Valley-based tech startups as an investor and board advisor.
Mike has 20+ years of experience in the fund administration space. He was a trailblazer in providing fund admin services to crypto-asset funds and developing proprietary technology to service crypto funds. Mike also serves as an advisor to one of the largest crypto custodians in the world.
Chris has more than 20 years of experience in Fund Administration and Middle and Back Office Services. Chris has held senior roles with large bank owned administrators in the US and with medium sized administrators in both Bermuda and the Cayman Islands.
Harsha has more than 20 years of experience in alternative investments across a variety of senior roles in portfolio management, sales & trading and investment banking.
VP – Human Resource
Amit is an ex-Army officer with 20+ years of experience in HR in various Indian and MNC Companies across India in hospitality, Manufacturing, Telecom and E-Com sectors. He is an MBA from Symbiosis, Pune.
Director - OD
Ashish has more than 12 years of experience in Marketing, Business Development and Client Relations. Ashish has an MBA and has worked within the Private Sector and for Trade Associations and Governments across the globe.
Jitendra Kumar Jain
Director - OD
Jitendra has more than 20 years of experience in backoffice operations, product development and data management. He has worked with major fund administrators in his prior tenure. Jitendra has FCMA (I),CMA (USA) certifications.
Director - OD
Ravindra has more than 16 years of experience in Hedge Fund Administration, and has worked with many major fund administration companies. Ravindra has an MBA.
Director - Finance & Taxes
Silky has over 12 years of experience in US & India corporate accounting and taxation. She is a accomplished finance professional, an MBA and CA.
Sr. Manager - Recruitement
Sangeeta has more than 4 years of experience in HR Administration, Talent Management, workforce planning, recruiting and personal development. She has an Mcom, MBA in HR.
Manager - OD
Rishabh has over 4 years of experience in the IT industry and Business Management in various roles and positions handling multiple and complex projects all across the globe. Rishabh is a Software Engineer, turned Product Manager.
Manager - AR
Asha has more than 2 years of experience in Account Receivables along with Administration. She is a graduate.
SVP - Business Development
Skyler has more than 20 years of experience in Finance, Fund Administration, and Middle and Back Office Service for both public and private investment funds. Skyler has held senior roles in business development, operations, and client services for fund administrators, broker-dealer, and a state bank investment program. Skyler has a Series 3 certification from FINRA.
Mike has more than 5 years of experience in accounting and finance. He has his B.S. in Accounting from North Central College and is currently pursuing CFA credentials.
Amit has more than 18 years of experience in Hedge Fund Administration services, technology and client relationship and has worked with other fund administrators in his prior tenure. Amit has an MBA from Benedictine University.
Scott has 15 years of fund admin experience. He has worked extensively on Hedge and PE funds focused on a variety of trading strategies. He has worked with all types of investments, including equities, bonds, options, and crypto-assets. His goal has always been to give the clients first-rate service in a timely and efficient manner.
Ravi Kant Modi
VP - Operations
Ravi Kant Modi has more than 14 years of diverse experience in hedge fund, private equity, multi advisor funds’ administration, audit processes and other related areas. Ravi has worked with major fund administration companies. He is a Chartered Accountant.
VP - Operations
Dinesh Kumar has more than 15 years of experience in Fund Administration, Back Office Operations and Product Development. He has an MBA.
VP - Digital Assets
Devyani has more than 15 years of experience in fund accounting, back office operations and product development and has worked with other fund administrators in her prior tenure.
VP - Fund Admin
Kimberley has over 25 years of experience in finance, auditing, taxation, compliance, regulatory reporting, fund operation and business development with futures brokerage firms, managed futures funds, exchanges and banks. Kimberley is a CPA and has MBA and FINRA Series 3 certifications.
VP - Fund Admin
Laura Latella has over 20 years of experience in alternative investments across global managed futures and hedged equity asset classes. She has held senior roles in the management and oversight of 40 Act Mutual Funds, U.S. and Offshore Private Funds, investment advisor and broker-dealer entities.
VP – Fund Admin
Kavita has 17 years of experience in Financial Services industry. She has worked with global organizations to support Custody & Securities function and Fund Accounting function. She is skilled in Service Delivery, Transitions, Operations Risk Management and Relationship Management. She is a Chartered Accountant.
AVP - Fund Admin
Ryan has more than 7 years of Fund Admin experience and 11 years total accounting experience. He has dealt with all kinds of investment vehicles ranging from equities to bank loans to SAFTs/SAFEs.
Deepesh has more than 5 years of experience in front & back end operations of investments and alternative investment accounting. He is a CA by profession.
Jaideep has more than 3 years of experience in areas of financial reporting, portfolio accounting and operations. He is a CA by profession.
Shivani has more than 3 years of experience in areas of hedge fund accounting, portfolio accounting and operations. She is a CA by profession.
Manager - Tax Services
Akshay has more than 2 years of experience in US and India corporate accounting and taxation. He is a CA by profession.
Investor Services Development
Director of Treasury
Samridhi has more than 15 years of experience in handling key portfolios at multiple profiles with large consulting firms. She is currently heading Investor Services and Treasury. Samridhi is a CA and a Lawyer by profession.
Director of Technology
Vaibhav has more than 14 years of experience in the field of software development with multiple verticals like Telecom, Finance, Public Utility, Healthcare and Back Office Solutions.
Sr. Technical Manager
Abhishek has more than 11 years of experience as a software developer/ solutions architect for Enterprise applications. He comes with a background in Banking, Risk management, e-commerce enterprise applications.
Prakash Singh Tanwar
Tech Lead - Full Stack
Prakash has more than 4 years of experience. He is currently working as a technology expert of Enterprise Application development.
Tech Lead - UI
Mohit has more than 7 years of experience. He is leading a team from UI technology. He comes with a background in Automobile, e-commerce enterprise applications.