Open to opportunities

Niraj Daryani

@nirajdaryani

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I’m a fintech product manager and SEBI-registered investment adviser building tax and RIA experiences.

India

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What I'm looking for

I’m looking for a fintech role where I can own product end-to-end for tax/investment workflows, lead cross-functional delivery, and use RIA-style risk and portfolio frameworks to ship integrations customers truly rely on.

I’m a Product Manager with 2+ years in fintech and a SEBI-Registered Investment Adviser (NISM Level 1 and 2). At India’s leading tax filing platform, I blend product execution with investment-advisory thinking to create experiences that users can trust.

I manage the full life cycle of an income tax product used by 2 million+ taxpayers. I lead multiple cross-functional development teams using Agile (Scrum and Kanban), run sprint planning and delivery, and drive partner onboarding through integrations with 15+ stock brokers, crypto exchanges, and HRMS tools.

On the product side, I built and launched Tax P&L APIs and OCR APIs (Form 16, Form 26AS) on a sandbox API platform—enabling tax report downloads inside partners like Zerodha, PhonePe (Share.market), and CoinSwitch. I also built the Help Center from scratch (0 to 1), including knowledge base structure, automated ticketing, article workflows using MCP servers and Claude skills, and Figma plugin support.

On the investment side, I built the firm’s RIA practice from scratch with model portfolios, risk profiling frameworks, and goal-based planning templates. I conduct equity research on Indian markets and focus on evidence-based asset allocation, performance benchmarking, and consistent advisory recommendations.

Experience

Work history, roles, and key accomplishments

Current

Product Manager

Current

Quicko Infosoft Private Limited

Jun 2023 - Present (3 years)

Led end-to-end delivery across multiple cross-functional teams using Agile (Scrum/Kanban) for SaaS, mobile, and AI product lines. Owned Quicko’s income tax product, enabling ITR filing for 2 million+ taxpayers and driving integrations with 15+ stock brokers, crypto platforms, and HRMS tools.

Product Lifecycle Management Agile Scrum Kanban Income Tax & OCR APIs (Form 16 Form 26AS)Tax P&L API Development Partner Onboarding Stakeholder Management

Venture Research Intern

Colossa Ventures

Nov 2022 - Jun 2023 (7 months)

Built and maintained a curated database of women-founded startups using investment screening criteria to identify fundable opportunities. Delivered competitive landscape and market analyses for the aeromedical and demand aggregation sectors, including market sizing and key-player research.

Venture Research Investment Analysis Competitive Landscape Market Sizing

Finance Intern

Tracom Stock Brokers Pvt. Ltd.

Jun 2022 - Jul 2022 (1 month)

Built an Excel-based financial goal calculator to recommend appropriate SIP or lump-sum amounts based on a client’s age, savings, and risk appetite. Sourced Rs. 2 lakh in lump-sum investments within two weeks through direct client outreach and financial awareness sessions.

Excel SIP Client Outreach

Content Strategy Intern

LeapUp Edtech

Jun 2021 - Aug 2021 (2 months)

Wrote weekly finance articles and infographics and scripted Instagram reels, supporting a blog with 1,000+ active readers and a social page with 12,000+ followers. Managed the company LMS for 5,000+ students and used platform analytics to optimize content format and posting schedules for engagement.

Content Strategy Instagram Reels LMS Learning Analytics

Principal Officer (RIA)

Quicko Infosoft Private Limited

Built the firm’s SEBI-registered investment adviser (RIA) practice from scratch, including client suitability frameworks, risk profiling tools, and goal-based planning templates. Designed research-driven model portfolios and created asset allocation, portfolio tracking, and performance benchmarking templates for advisers.

Asset Allocation Benchmarking Equity Research