WealthTech Founder

Thank you for visiting my personal website! Over the last 10 years I’ve founded startups with expertise in go-to-market, sales and product development. Currently, I’m building AdvisorX AI, an AI growth agent for independent wealth management firms.

Startups:

2014:
Launched JM School of Design & Business in Bangalore, India at age 23 with $200. Grew revenues to almost a $1M over 4 years
Spent $10k on Facebook ad campaigns with an ROI of $400k .
2019:
Launched Wealth I/O to augment referral generation in the IBD space, helped Primerica financial advisors generate new AUM with our software.
2022:
Moved to America. Continue to work with the cohort of early Primerica users. Decided to pivot over the course of the 2 years into the independent RIA channel.
2024:
Launched AdvisorX AI in May of 2024 to help RIAs generate compliant marketing content with advanced retrieval augmented generation.