Our people are our greatest asset; our founders and management team average 20+ years’ experience in fund administration and we hire experienced fund administration and technology professionals who come to us from both large bank owned administrators as well as small boutique fund administrators to round out our staff.
Founder & CEO
Nilesh has more than 20+ years of experience in Fund Administration, Middle and Back Office Services and Technology. Nilesh has MBA, CA, CPA, CFA and FRM certifications.
Co - Founder & COO
Nitin has more than 20+ years of experience in Fund Administration, Middle and Back Office Services and US Taxation of Hedge Funds and Commodity Pools. Nitin has MBA, CA and CFA certifications.
Co - Founder & CSO
Manish Agrawal has more than 20+ years of experience in Fund Administration, Middle and Back Office Services and Technology. He is a CA.
Co - Founder & CAO
Manish Sudrania has more than 15 years of experience in Banking, Corporate, Finance, and Securities Law. He is currently heading the HR and Admin for the organization.
Co-Founder & CGO
Shalin is the Founder and Chief Investment Officer of Bodhi Tree Asset Management. He has held senior roles with investment management firms including a registered investment adviser for a major family office. Shalin has personally supported multiple highly successful Silicon Valley-based tech startups as an investor and board advisor.
Chief Marketing Officer
John has a remarkable background of 15+ years as a marketing leader, brand strategist and creative innovator. His extensive experience includes collaborations with major businesses, reflecting his commitment to pushing the boundaries of marketing and seamlessly incorporating emerging technologies. John's passion for redefining marketing aligns seamlessly with our vision for innovation and excellence.
Mandar N. Mhatre
Chief Revenue Officer
Mandar has over 25 years of diverse experience in banking, finance, investing strategy and mentoring. He has held senior positions with investment management firms. He is also a published author with a book on personal finance. Outside work, Mandar enjoys nature walks, reading and birdwatching.
Rakesh has more than 15 years of experience in Information Technology and is a proven leader in product development, maintenance, and support of complex systems. He has developed multiple creative business solutions leveraging diverse methodologies and cutting-edge technology for leading organizations.
EVP - Head of Sales & Business Development
Amit holds an MBA from Benedictine University and has worked with other fund administrators for more than 20 years, focusing on operational leadership and relationship management. He has also experience in technology, client success, sales, and business development.
Head of Fund Administration
Chris has more than 25 years of experience in Fund Administration and Middle and Back Office Services. Chris has held senior roles with large bank owned administrators in the US and with medium sized administrators in both Bermuda and the Cayman Islands.
EVP - Business Development
Harsha has more than 20 years of experience in alternative investments across a variety of senior roles in portfolio management, sales & trading and investment banking.
Priya is a Corporate Controller located at the Chicago headquarter office location. She has a double MBA in Corporate Finance. She has extensive experience in corporate accounting and reporting and has worked in software companies and various other companies in the service industry.
Robert S. Naka
EVP - Client Success
Robert S. Naka (“Rob”) is an executive with more than 30 years of investment industry experience spanning operations, fund accounting, information technology and administrative services with an emphasis in providing operational leadership for mergers and acquisitions. Rob has worked at the following investment managers Pilgrim, ING (Voya), Forward, Salient and Altegris.