For over a decade, I have been the Founder and CEO of Occams Advisory, a global financial advisory and corporate services firm that serves clients across various sectors and geographies. Under my leadership, Occams has achieved multiple recognitions, such as Inc Fastest 5000, FT America’s Fastest ...more

For over a decade, I have been the Founder and CEO of Occams Advisory, a global financial advisory and corporate services firm that serves clients across various sectors and geographies. Under my leadership, Occams has achieved multiple recognitions, such as Inc Fastest 5000, FT America’s Fastest 500, and Fortune magazine’s initial list of 300 Most Innovative Companies. I have also established successful partnerships and affiliations with other non-profits, such as Child Literacy and The Art of Living, to support their social and educational missions. With an MBA from New York University and several professional certifications, I have a strong background and expertise in finance, economics, and valuation. I have also co-founded and invested in several ventures in the fintech and insurance sectors, such as EquiPay and Satyasheel Insurance Agency, leveraging my domain knowledge and network. Prior to founding Occams, I gained valuable experience on Wall Street with distinguished names like Barclays, Bank of America Merrill Lynch, Fidelity Investments, and The Bank of Nova Scotia. My goal is to create immense value for businesses across the globe through innovative business guidance and growth equity investment.less