Kaustubh Singh Kachhwaha

• Directed product management and business logic development for mobile financial advisory application 'Senda'.
• Collaborated with technology teams to facilitate seamless UI development and feature integration.
• Supervised core team decisions, encompassing hiring, partner relations, and strategic planning.
• Contributed to AI bot development and training since June 2025 to enhance advisory capabilities.

• Delivered investment advisory services to over 5,000 clients, guiding portfolio and financial planning decisions.
• Promoted to team lead within three years, mentoring middle-level employees into senior advisory roles.
• Contributed to Arthos, an automated financial advisory portal, by updating business logic per market changes.
• Authored over 100 personal finance blogs, enhancing marketing and content creation strategies.
• Engaged in product design input, training and HR functions, marketing strategy, and B2B client relations.
• Elevated to management roles by 2018, influencing business growth and operational strategies.

Developed comprehensive Insurance and Mutual Fund portfolios alongside tailored financial plans.

Specialized in Insurance sector, delivering expert insights on various schemes.

Compiled a detailed database of diverse Insurance schemes while decoding intricate insurance plans.

Reviewed financial planning processes using advanced statistical and mathematical techniques.

Conducted market research and competitive analysis to track evolving trends and developments.

Liaised with clients to gather essential information for thorough financial situation analysis.

Assisted in recruitment and training initiatives for new team members.

Managed a team of analysts to enhance productivity and operational efficiency.

• Executed trading strategies across European, UK, and US markets using advanced hedging techniques.
• Conducted fundamental and technical analysis on stocks and commodities for intraday trading opportunities.
• Reviewed global economic conditions and gathered data with divergence indicators and candlestick patterns.
• Assisted in training new recruits to enhance team capabilities.