Co-founders

Hello, I’m Ranjit Sinha

With over 25 years of experience in the Information Technology industry, he brings a rare blend of technical excellence, strategic thinking, and leadership to the organization. A passionate programmer and lifelong learner, he has continuously evolved with technology, mastering diverse domains, platforms, and cutting-edge applications across web, mobile, and enterprise ecosystems.

His professional journey reflects a deep focus on finance workflow automation and predictive data analytics, particularly within the Equity, Mutual Fund, and Insurance sectors. Over the years, he has led and contributed to projects that have transformed how financial institutions and advisors operate — bringing efficiency, transparency, and automation to complex financial processes.

Known for his user-first design philosophy, he has played a pivotal role in building intuitive and scalable digital platforms that simplify user journeys, enhance engagement, and deliver measurable business impact. His leadership approach emphasizes innovation through collaboration, inspiring teams to think beyond technology and focus on creating meaningful experiences.

He holds a Bachelor of Engineering in Electronics & Communication (2000) and remains deeply committed to leveraging technology to bridge the gap between finance and digital enablement, empowering financial advisors and institutions to thrive in the digital era.

Co-founders

Hi, I’m Harshad Chetanwala

With over 23 years of experience in the Financial Services industry. A seasoned professional with in-depth knowledge of the Mutual Fund ecosystem — from products and processes to systems, RTA integrations, and compliance frameworks. His expertise bridges the gap between business strategy, technology, and regulatory alignment, ensuring that advisors and organizations operate seamlessly in a rapidly evolving industry.

He has successfully built and led teams that embody ethical practices and client-first values, helping create strong foundations for long-term success in the financial ecosystem. Known for his strategic thinking and people-first leadership, he focuses on mentoring advisors to adopt structured processes, embrace technology, and deliver exceptional service experiences.

Driven by a strong belief in integrity, education, and innovation, he continues to work toward transforming the financial advisory landscape — empowering professionals to grow sustainably and serve with purpose in a digital-first world.