- Led the ADGM's FSRA-regulated 3C entity as the SEO and licensed director for an asset management business, providing leadership on operational excellence, team management, development of AUM, and product portfolio through counterparties.
- Set up a team of over ten private bankers and investment advisers with a combined addressable client book worth over $1 billion, advising clients on investments across asset classes, including equities, bonds, funds, and structured products.
- Invested the family office funds in tech investments by outsourcing alpha—taking LP positions in top quartile VC firms—and piggybacking or co-investing in portfolio companies of top-quartile VC firms.
- Led several acquisitions providing full deal cycle management, including investment appraisal, due diligence, transaction structuring, documentation, share transfer mechanics, and closing considerations.
- Managed the proprietary portfolio spread across listed equities, bonds, funds, structured products, private equity, and direct investments.
- Developed and transitioned the exposure to alternative asset classes by proposing the changes to the board and executing the approved mandate.
- Added new dimensions of exposure, driven by the evolving market dynamics, through a combination of outsourcing alpha, synthetic exposures, and tech-focused investments.
- Set up and led the tech investment and venture studio arm—GM Tech registered in ADGM—leading regional tech and venture ecosystem.
- Invested and incubated ventures across consumer tech, edtech, healthtech, NFT, gaming, social network apps, and ad tech.
- Acted as the principal manager of GM Tech and assisted startups in strategy, financial modeling, fundraising, pitchbooks, analytics, TAM, SAM, SOM, customer acquisition and retention, monetizing strategy, product roadmap, and launch management.
Focus areas: Mergers & Acquisitions (M&A), Investments, Investment Portfolio Management, Startup Funding, Venture Capital, Startups, Investment Strategy, M&A Modeling, M&A (Buy-side), Cross-border M&A, Infographs, Presentations, Due Diligence, Family Office, Family Office Management, Fund Formation, Fund Accounting & Administration, Family Office Consultants, P&L Analysis, Private Equity Valuation, Financing, Board Presentations, Forecasting, Financial Planning & Analysis (FP&A), Market Research, Post-merger Integration, Integration, Strategy, Revenue & Expense Projections, Comparable Company Analysis, Early-stage Venture Capital, Pitch Decks, Investment Banking, Business Models, Business Modeling, Startup Consulting, Valuation, Gaming, Online Gaming, Video Games, Cash Flow Modeling, Financial Forecasting, Financial Statements, Operating Models, Wealth Management, Private Equity Secondaries, Pitch Deck Consultant, Early-stage Startups, Middle East, Investment Funds, Finance, Excel Expert, Dashboards, Dashboard Design, Data Analytics, Financial Reporting Dashboards, Market Research & Analysis, Valuation Modeling, Private Company Valuation, Fintech, Cash Flow Management, Investment Ideas, Investment Return Scenario Analysis, Financial Analysis, Seed Fundraising, Leveraged Buyout Modeling, Budgeting, Fundraising Consultant, Investments & Risk Management, Reporting, Storytelling, Series A, United Kingdom, Technology, Card Payments, Prepaid Debit Cards, Investor Relations Consultant, Three-statement Modeling, RiskMetrics, M&A (Sell-side), Funding Strategy, Investor Relations, Deal Structuring, Deal Review, Shareholders Agreement/JVAs, Term Sheet Advisory, M&A Earn-out Agreements, Joint Ventures, Fundraising Strategy, Asset Management, Hedge Funds, Pension Funds, Risk Modeling, CEO, CIO, Fintech Consultant, Leadership, Exit Strategy, Commercial Strategy, Total Addressable Market (TAM), Go-to-market Strategy, Luxury Industry, Marketplaces, Tableau, Looker, Large-scale Projects, Business Planning, Business Cases, Business Analysis, Analysis, Commercial Real Estate, Limited Partnerships, Partnerships, Residential Real Estate, Banking & Finance, Financial Markets, High Net Worth Individuals (HNWI), Private Banking, Strategic Planning & Execution, Business Strategy, Equity Research, Asset Allocation, Bloomberg Terminal, Capital Asset Pricing Model (CAPM), Solar, Renewable Energy, Clean Energy, Marketplace Platforms, Investor Presentations, REITs, Investment Memoranda, Real Estate Investment Trust (REIT), Blockchain, Term Sheet Negotiations, Loans & Lending, Accounting, P&L Management, QuickBooks Online, Xero, Food & Beverage, Franchises, Pricing, Pricing Models, Tourism, Travel, Travel & Leisure, Social Media, Saudi Arabia, United Arab Emirates, Biotech, India, Capital Raising, Structuring of Funds, Fund Structure, Cryptocurrency, Excel Macros, Python, Movies, Insurance, Leveraged Buyout (LBO), United States, Employee Stock Options, Employee Benefits, Medical Devices, Pricing Strategy, Competition Research, Cryptocurrency Exchanges, Capital Structuring, Waterfall Modeling, Cap Tables, FMCG, Retail & Wholesale, Equity Raises, Debt Raises, Cost Accounting, Staffing, Equity Investment, Investment Consulting, Project Evaluation, Impact Investing, Energy, Hospitality, Renewables, Green Energy, Startup Funding Consultant, Profit & Loss (P&L), P&L Responsibility, Equity Research Analysis, Net Debt Analysis, Mobility, Electric Vehicles, NetSuite, Industrials, Excel Modeling, Social Impact, Business to Government (B2G), Inventory Management, Financial Risk Management, Music, Public Companies, Microsoft Excel, Bookkeeping, Intuit QuickBooks, Growth Strategy, Marketing Plans, Leadership Strategy, Project Leadership, Commercial Real Estate Finance (CREF), Go-to-market Plans, Mathematics, Statistics, Stock Trading, Trading, Equity Markets, Competitive Analysis, Price Analysis, Press Releases, Consulting, Anaplan, Subscription Pricing, Market Segmentation, Market Research Analyst, Nonprofits, Hotels & Lodging, Eastern Europe, Data, Pricing Consulting, Angel Investing, Consumer Products, Nutrition & Supplements, Health & Wellness, Holistic Wellness, Exercise & Fitness, Wellness, Statistical Analysis, Mobile Apps, Budgeting Consultant, Esports, Digital Video, Government Contracting, Biotechnology, Business Loans, Loans, Decentralized Finance (DeFi), Digital Product Development, Financial Risk Assessment, Financials, Risk & Compliance, Credit Underwriting, Reconciliation, Tax Accounting, Bank Reconciliation, GAP Analysis, Business Research, Competitive Intelligence, Customer Research, Audits, Complex Account Reconcilliations, Inter-company Reconcilation, Turkey, Cloud, Internet of Things (IoT), Equity, Equity Capital, B2B Partnerships, Digital Media, SWOT Analysis, Information Memoranda, Western Europe, Investment Capital Raising, Growth Strategy Consultants, Equity Derivatives, Stock Market, Stock Analysis, Industry Analysis, Event Management, Events, Crowdfunding Consultant, Mortgages, Oil & Gas, Natural Gas, Carbon, Turnaround, Cost Reduction & Optimization, Profitability Analysis, Healthcare IT, Software, SME/SMB Financing, Small & Medium-sized Enterprises (SME), Trading Systems, Options Trading, Logistics & Supply Chain, Consolidation, Underwriting, Singapore, Data Rooms, Hong Kong, Tax Equity, Automotive, Waterfall Methodology, Portfolio Analysis, Competitor Analysis & Profiling, Marketing Research & Analysis, Rideshare Services, Key Performance Indicators (KPIs), US GAAP, Management, Argus