Sudipto Roy

Sudipto Roy

Strategic Advisor @ Quantum Phinance

About

At Finlabs India Pvt. Limited, strategic foresight and entrepreneurship fuel my role; I harness analytical products to refine investment strategies and elevate financial planning. The intersection of finance and technology has been my playground, where I've spent over seven years as Founder and Director at Finlabs India, fostering high-value tech platforms that sharpen client ROI and enhance user experiences. My tenure has been marked by a commitment to innovation, with a focus on developing solutions that respond to the market's evolving demands. Our team's collective expertise has positioned our ventures at the cutting edge of fintech, ensuring that we not only keep pace with industry trends but often set them.

Country

India

City

Mumbai

Industry

Financial Services

Skill

Financial Analysis, Entrepreneurship, Financial Advisory, Accounting, Portfolio Management, Banking, Business Development, Asset Management, Insurance, Investments, Leadership, MIS, Management, Management Consulting, Mutual Funds, Relationship Management, Retirement Planning, Start-ups, Finance, Strategic Financial Planning

Experience

Quantum Phinance

Strategic Advisor

Quantum Phinance

LinkedIn
2022-8 - Present · 4 yrs 2 mos

Mumbai, Maharashtra, India

Finlabs India Pvt Ltd

Founder and Director

Finlabs India Pvt Ltd

LinkedIn
2017-1 - Present · 9 yrs 9 mos

Mumbai, Maharashtra, India

XpertReach

Partner

XpertReach

LinkedIn
2020-6 - 2021-3 · 10 mos

Mumbai Metropolitan Region

PRINCIPAL RETIREMENT ADVISORS PRIVATE LIMITED

Managing Director

PRINCIPAL RETIREMENT ADVISORS PRIVATE LIMITED

LinkedIn
2014-10 - 2016-12 · 2 yrs 3 mos

Mumbai Area, India

Principal Financial Group

Director and Business Head

Principal Financial Group

LinkedIn
2013-4 - 2014-9 · 1 yr 6 mos

Mumbai Area, India

PRINCIPAL RETIREMENT ADVISORS PRIVATE LIMITED

Business Head

PRINCIPAL RETIREMENT ADVISORS PRIVATE LIMITED

LinkedIn
2011-4 - 2013-3 · 2 yrs

Mumbai, India

Principal Pnb Asset Management Company

Business Head

Principal Pnb Asset Management Company

2008-4 - 2011-3 · 3 yrs
PNB Principal Insurance Advisory Co. Pvt. Ltd.

Director

PNB Principal Insurance Advisory Co. Pvt. Ltd.

2007-4 - 2010-3 · 3 yrs

Mumbai

Principal Pnb Financial Planners Co. Ltd.

CEO and Business Head

Principal Pnb Financial Planners Co. Ltd.

2007-4 - 2008-3 · 1 yr

Mumbai

PNB Principal Insurance Advisory Co. Pvt. Ltd

CEO and Business Head

PNB Principal Insurance Advisory Co. Pvt. Ltd

2005-11 - 2007-3 · 1 yr 5 mos

Education

The Wharton School

The Wharton School

LinkedIn

Leadership Programme

2015 - 2016 · 1 yr
Narsee Monjee Institute of Management Studies, Mumbai

Narsee Monjee Institute of Management Studies, Mumbai

LinkedIn

International Marketing

1995 - 1996 · 1 yr
University of Calcutta

University of Calcutta

LinkedIn

Finance and Accounts

1986 - 1989 · 3 yrs

Sudipto Roy's Contact Information

Email

******@***.com

Phone

(**) *** ****

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