Wealth management software, Wealth management solution, Wealth Management System, Wealth Management reporting software, Wealth management on Mobile, Investment Management Solution, Investment Management Software, Investment accounting software, Investment Compliance Solution, Custody Solution, Custody Software, Annex 4 reporting Solution, Annex 4 reporting Software, AIFMD Compliance Software, AIFMD Compliance solution, Asset management software, Asset Management Solution, UCITS Compliance Solution, UCITS Investment And Borrowing Restrictions, UCITS Borrowing Restrictions, Pension funds software, Fund management software, Fund management Solution, Fund Accounting, Fund Accounting Solution, Fund accounting software, Private Banking Software, Portfolio Management Software, Portfolio Management System, Portfolio Management, Financial Planning Software, Islamic Wealth Solution, Revenue And Incentive Management System, Cloud Based Investment Platform, Order Management, Order Management Software, Order Management solution, Wealth Management Financial Planning Portfolio Management System Portfolio Risk & Analytics Family Office Solutions Fund Accounting Real Time Trade Execution Revenue & Incentive Management Mobile Solutions Islamic Banking Solutions Trust Banking Solutions Fund Management UCITS, Derivatives and Liquidity Monitoring Global Disclosures Monitoring AIFMD + Annex IV Reporting Fundware for Depositaries Enterprise Data Management Pension Funds Lending Solutions & Collateral Management Custody Solutions Reporting Services Wealth Management Asset Management Portfolio Management Financial Planning Family Office Solutions Fund Management Pension Funds Regulatory Reporting Revenue and Incentive Management Collateral Management Lending Custody Services Trust Banking Solutions Managed Services Support & Integration Services SaaS Investment Compliance and Regulatory Reporting Fund accounting software Order-Management-Software Order Management solution Wealth management on Mobile Financial Planning Software Asset management software Asset Management Solution Portfolio Management System
Milan Ganatra, Chief Executive Officer, Milan is a First-Generation entrepreneur with over two decades of hands-on experience in the financial services space. His deep domain knowledge in the Wealth and Asset management and wide experience in using technological advancement to the investment management community has helped the company become the No #1 Private banking solution provider today.
His ability in creating value to the investment management community has been commendable. He has played a pivotal role in bringing in automated and digitized tools such as Robo advisory, Cognitive computing to the investment management industry. His expertise in product, operations, technology and sales and marketing management has led the company transformation to being the leader in the wealth and asset management space. He is considered a thought leader in the financial services space in the domestic market and has been instrumental in building Miles into a Global company. He has successfully enforced the corporate vision into strategic intent and then moved the teams to embrace it. Milan is a member of the Advocacy & Knowledge Management Committee for the Indian Institute of Alternate Investments funds.
Sandeep Presswala, Executive Director,
Sandeep is a chartered accountant by qualification and has over two decades of invaluable experience in the financial services industry across areas such as retail investment and brokerage, wealth management, project finance and investment banking. As a member of the core team and Executive Director of HSBC InvestDirect, he spearheaded the formulation of business strategy, products, channels, implementation & creation of a retail distribution network spread across 300 outlets in 90 cities delivering gross revenues of Rs 2 bn, resulting in a market capitalization of over Rs 15 bn.
Manoj Kulkarni, Chief Operating Officer,
Manoj comes with over 26 years of experience in diverse functions such as Large Program Management, Account Management, Software Development, Talent Management, Risk & Compliance, Business Practices, Software Quality Assurance & PMO. He has been in Banking and Finance Domain for over 20 years and has expertise in handling large transformational projects and accounts in Investment Banking / Capital Markets, Corporate and Retail Banking. He also has extensive exposure to customer facing roles across the Globe. In his previous roles, he has been the Global Delivery Head for large MNC accounts, along with delivery he was also responsible for Customer Relationship, Solutions & Operations and managing a large delivery team of 1500+ professionals spread across the globe. He has sound technical skills in Oracle technologies, C, C++ & Mainframes. He is a B.E. in Computer Science. His last assignment was with Oracle Financial Services Software Ltd. as Global Delivery Head.
Dhawal Kamath, Products - Investment Management,
Dhawal is the founding member at Miles Software. He comes with about 22 years of experience in software planning and development, system analysis and system designing. He has played significant roles in Delivery, Pre-sales and Product Development and brings in 360-degree view to business for solutioning and delivery. He has very strong delivery experience in managing large project deployments across geographically dispersed teams. He has strong experience in strategizing development of new products or upgrading existing products following a thorough product development life cycle methodology. He has been a key player in conceptualizing, analysing, Designing MoneyWare suite of solutions that helped to achieve performance, scalability, lower TCO.
Hemanshu Siria, Account Management & Client Services,
Hemanshu is one of the founding members of Miles, along with Milan and Dhawal. He heads client services for the company across geographies. He is responsible for managing the client experience post implementation and ensure that all SLAs are met with the same quality and speed of service. Prior to this, Hemanshu was leading the development and implementation function within Miles and was instrumental in building a robust MoneyWare product suite. Hemanshu has over 15 years of development, production support and management experience. He is passionate about technology and is involved in researching and creating the learning architecture for the organization.
Rakesh Sakaria, Chief Financial Officer,
Rakesh is a qualified Chartered Accountant and has more than 19 years of experience in the areas of finance, controlling, legal, MIS, management and corporate advisory. He has worked with large corporations such as Essar, Birla Group, McDonalds, BASF and Tata. He has extensive exposure in treasury management, taxation, global MIS reporting and ERP system. At Miles, apart from finance function, he handles administration, provides business support, deals with international clients, deals with private equity investors, manages of subsidiary companies and receivable management.