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.
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.
Co - Founder & CIO
Manish Sudrania has more than 15 years of experience in Banking, Corporate, Finance, and Securities Law. He is currently heading the HR and Admin for the organization.
Co-Founder & CGO
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.
SVP - Finance & Taxes
Silky has over 12 years of experience in US & India corporate accounting and taxation. She is an accomplished finance professional, an MBA and CA.
Vishal Agarwal has more than 12 years of experience in fund administration, audit process and US GAAP & IFRS based financial reporting for alternative investment funds dealing with multiple asset classes and strategies. He is a Chartered Accountant and Company Secretary.
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.
Priya is a Corporate Controller located at the Chicago headquarter office location. She has a double MBA in Corporate Finance. She has extensive experience in corporate accounting and reporting and has worked in software companies and various other companies in the service industry.
AVP - MIS
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.
Fund Admin Leadership
Executive Vice President
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.
Dinesh Kumar has more than 15 years of experience in Fund Administration, Back Office Operations and Product Development. He has an MBA.
Kavita has 17 years of experience in the 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.
Rama Kabra has more than 15 years of experience in Fund Administration, Middle and Back Office Services. He is a CA.
Jitendra Kumar Jain
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.
Ravi Kant Modi
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.
Himmat Singh Rathore has more than 16 years of diverse experience in hedge funds, private equity, venture capital funds’ administration, audit processes and other related areas. Himmat has worked with major fund administration companies. He is a Chartered Accountant.
VP - Operations
Sushil has more than 15 years of diverse experience in the Financial Services industry. He has worked with global organizations to support hedge fund accounting, private equity accounting, Loan operations and other related areas. He is a Chartered Accountant and MBA (Finance).
Jitin Arora has more than 15 years of experience in Hedge Fund Administration and Financial Reporting. He has worked with major fund administrators and Investment Banks in his prior tenure. He is an MBA.
Deepesh has more than 7 years of experience in front & back end operations of investments and alternative investment accounting. 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.
Rishab Jain has more than 2 years of experience in mutual fund administration, portfolio accounting and operations. He is a CA by profession.
Executive Vice President
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.
George has 20 years of experience in real estate accounting including 5 years’ experience in real estate fund administration. He holds a CPA with an undergraduate degree from Seton Hall University and a master’s degree in real estate finance from NYU.
SVP - Business Development
Ashish has more than 17 years of experience in Fund Administration, Treasury, Product Control and Valuation. He has held leadership roles in large Investment Banks and Asset Management companies. Ashish has CA and CFA certifications.
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.
Compliance, TA, and Treasury
Executive Vice President
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.
VP - Operations
Manish has more than 15 years of experience in Fund Administration, Middle and Back Office Services. During this tenure, he got exposure in different areas like Hedge Fund Accounting, US Taxation, and Investor Services. Manish has CA, CS, CPA certification and Law degree.
Akash has more than 12 years of experience in Hedge Fund accounting and Fund administration. He is responsible for 100% delivery to the clients.
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.
Rakesh has more than 15 years of experience in Information Technology and is a proven leader in product development, maintenance, and support of complex systems. He has developed multiple creative business solutions leveraging diverse methodologies and cutting-edge technology for leading organizations.
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
Manager - Full Stack
Prakash has more than 4 years of experience. He is currently working as a technology expert in Enterprise Application development.
Manager - 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.
Sr . Business Analyst
Seema has more than 11 years of experience in product development and various IT implementation projects. She has worked extensively as a subject matter expert and managed projects in dynamic environments. She has a bachelor’s degree in Information Technology. She also has PMP® and CSM® designations. Her goal is to understand client requirements and transform them into effective technology solutions.
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 - Treasury Services
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 - 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.
Ecaterina has more than 10 years of experience in Banking and Fintech sector across various senior roles in product management, business development, and operational excellence. She is a subject matter expert in innovative product development that balances business goals with excellent customer experience.
Jaideep has more than 3 years of experience in areas of financial reporting, portfolio accounting and operations. He is a CA by profession.
Branding & Marketing
Sr. Designer - Graphics & Visuals
Sakshi has more than 5 years of experience in web graphics, print media, and social media branding, and now handles all aspects of brand identity projects with expertise. She graduated at the top of her class with a B.Sc (Animation & Multimedia) in 2014.
Justin has more than 20 years of combined experience in legal and compliance. Previously, he worked with a national compliance consulting firm and had a private practice providing legal services to investment advisers and other financial professionals. Justin has a B.S. in Finance from Penn State University and a J.D. from Nova Southeastern University - Shepard Broad College of Law.
Abhishek has more than 15 years of legal experience and background in banking & financial service platforms, software licensing, blockchain & cloud services, data privacy, intellectual property, and regulatory compliance.
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.
Robert S. Naka
SVP - Client Success
Robert S. Naka (“Rob”) is an executive with more than 30 years of investment industry experience spanning operations, fund accounting, information technology and administrative services with an emphasis in providing operational leadership for mergers and acquisitions. Rob has worked at the following investment managers Pilgrim, ING (Voya), Forward, Salient and Altegris.
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.
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.