At MoneyKonnect LLP, I designed and built MoneyKonnect CRM from scratch after seeing client and operations data scattered across spreadsheets and Trello. It’s now the team’s daily system of record for 1,248 clients and ₹521+ Cr AUM.
I own the CRM end to end, from architecture and features to deployment and production issues. I also automated matching for 3,250+ operations tasks and built a Python microservice that parses password-protected investment statements into structured data.
When a silent data pipeline bug left client records missing, I diagnosed it and recovered 901 of 1,175 records, bringing two downstream features back online. I’ve also used K-means clustering to identify SIP gaps, lapsed investors, and cross-sell opportunities for targeted outreach.
Before MoneyKonnect, I worked in wealth management and tax at Beekay Associates and B.P. Anthwal & Associates. That experience includes goal-based investment planning, mutual fund transactions, bookkeeping, and GST and income tax compliance.
