Adit ShahAS
Looking for a job

Adit Shah


Experienced in Program/Project/Product/Change Management & Business Analysis. Based in Mumbai


What I'm looking for

Ability to make an impact while keeping my creativity. Custom automation projects would be most ideal

In pursuit of challenging and fulfilling assignments in Program/Project/Product/Change Management & Business Analysis within the Banking and Financial Services, Consulting & IT Industries with a growth-oriented organisation.

● A dynamic professional with over 20 years of rich experience in Financial Services and Information Technology Industry with well-known organizations.

● Extensive background in Program/Project/Product/Change Management & Business Analysis; including Strategic Planning, Team Management, MIS & Reports, etc.

● Project Management Professional (PMP) from PMI USA.

● Extensive global and local experience in the Mutual Fund Industry. Have worked with most divisions/departments within the Asset Management organisation.

● Strong people engagement skills.

Established record in providing end-to-end custom business solutions resulting in value generation



Project Consultant

Sep 2021 - Jun 2022 (9 months)

● Integrating YES AMC into the White Oak organisation.
○ Responsible for the creation and oversight of the overall Project plan related to the acquisition.
○ Worked on drafting new product documents for approval by SEBI.
● Working with the Management team to build the Sales organisation.
○ Helped the Management team identify suitable intermediaries for empanelment.
○ Assessed and finalised C

Symbl logoSY

VP - Product Management & Operations


Dec 2020 - Aug 2021 (8 months)

● MatDev Investment Advisers Pvt Ltd was the parent of the brand Symbl.
● Worked as a Consultant from Dec 2020 to Feb 2021 before joining full-time in Mar 2021.
● Built Mutual Fund and Investment Advisor organisations from ground up.
● Identified product features and application flows.
● Developed Digital assets, Assessed Technical integration, Aided UX design

Franklin Templeton Asset Management I Pvt. Ltd. logoFL

AVP - Business Initiatives

Franklin Templeton Asset Management I Pvt. Ltd.

Jan 2005 - Nov 2020 (15 years 10 months)

● Managed Projects aligned with business strategy/objectives to add revenue/value and minimise risk with focus on scope, cost, schedule and quality.
○ Projects included enhancements to Digital infrastructure and software used internally by most departments within the organisation, along with Process implementation/modification, new Product launches and Revenue increase via Sales expansion



Maya Sanghavi MD

Feb 2002 - Sep 2004 (2 years 7 months)

Worked on implementing a Billing Software for patients with Insurance. Assessed Electronic Medical records software. Reduced Accounts Receivable

Goldman Sachs logoGS


Goldman Sachs

Aug 1998 - Nov 2001 (3 years 3 months)

● Responsible as Business Analyst and Project Manager on technical and non-technical initiatives related to Equities.
● Managed all aspects of project lifecycle.
● Key Projects – Y2K for all US Equity Trading and Institutional Sales, Automated Confirmations software for OTC Equity Derivatives globally.
● Confirmations Tracking Software – Cost savings of ~ USD 1,000,000 per erro

Tech stack

Learn about the tools and technologies that Adit likes to use.

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