Piyush Sisondia

Acted as Personal CFO for clients and prospects. Managed assets such as Direct Equity – Indian and US, PMS, Mutual funds, gold assets, Real Estate Advisory and Venture Capital. Acquired clients for Public Equity with Minimum ticket size of 10 Lacs. Acquired clients for VC funds, CAT 1 and CAT 2 with minimum ticket size of 25 Lacs and 1 Crore respectively.

Strategically Expanded Investor Network by identifying and onboarding individual angel investors and institutional investors, contributing to increased funding opportunities for startups. Acted as a key representative at various industry events and panel discussions, establishing a strong brand presence and fostering valuable partnerships within the startup ecosystem. Fostered and maintained positive relationships with both existing and new clients, ensuring their continued satisfaction and engagement with the company's services. Demonstrated leadership skills by recruiting, mentoring, and managing a team of interns and live groups, resulting in increased productivity and better task delegations. Diversified the company's partnership portfolio strategically to avoid reliance on a single investment thesis.

Managed Mutual funds and Insurance department, handling portfolios of 30 HNI clients. Proven track record in solving structural problems at a central level, resulting in increased growth and profitability. Created a plan for expanding AUM with CAGR of 32% and 10x of current AUM. Managed daily financial operations and client query team for Insurance. Monitored Human Resource team, including Payroll, Attendance checking, Recruitment, and finalizing policies. Provided urgent priority services and coordination to every client. Successfully collaborated with clients to understand their needs and provide tailored solutions.

Planned and created content for outbound mails. Handled GMB and the website of the Organization. Created marketing roadmap from scratch for existing clients and implemented it. Used platforms such as Anchoredge, Wordpress, Google Analytics, Mailerlite, MailChimp, Calendly, Clickup, Slack, Hootsuite, Zapier, Canva, and Clip champ.

All India Rank 417th on the Manipal Entrance test. Managed a team of 12 and acquired sponsors while serving as Management Head in Conscendo. Compiled scores and played a crucial role in organizing an annual case-based management competition digitally for the first time.