The story behind this
I've spent 12 years working as a Product Manager inside the capital markets industry — building software that brokerages, custodians, and asset managers rely on every day. Order management systems, portfolio analytics tools, custody platforms. I've sat across the table from institutional traders and fund managers. I understand how this business actually works.
What bothered me for years was the gap. The knowledge, the tools, the frameworks that professionals take for granted — none of it filters down to the person trying to figure out whether to start a SIP or put money in an FD. The advice they get is either too complex, too generic, or quietly designed to benefit the person giving it.
I started The Paisa Project as a way to bridge that gap. It's part of a larger transition I'm making — from building systems for institutions to helping individuals. I'm completing my MFD certification, and eventually my CFP. The portal will evolve with me.
Everything here is free. No product recommendations, no hidden commissions. Just honest education and useful tools — built the way I wish they existed when I was starting out.
12+ years in capital markets
Product Manager building applications for brokerages, custodians, and asset managers
MFD certification in progress
NISM Series V-A — completing the mutual fund distributor qualification
Educational only — for now
Not SEBI-registered yet. All content is for learning, not personalised advice
Building something in capital markets?
If you're working on a trading bot, an algo strategy, a brokerage integration, a portfolio analytics tool, or any capital markets–related product — this is where my background becomes directly useful. Twelve years of domain knowledge, product thinking, and hands-on experience with how institutional systems actually work. That's not something you find easily.
Whether you need someone to review your system design, validate your approach, help you understand how the plumbing works on the institutional side, or collaborate on building something meaningful — reach out. Happy to have an honest conversation about whether I can help.
Send me a message →One finance insight a week
Every Sunday morning — one concept explained clearly. Week 1: how to read a mutual fund factsheet. Week 2: why expense ratios matter more than returns. No market predictions, no fund recommendations, no sales pitch. Just one thing that makes you a smarter investor.
Get in touch
Finance question, collaboration idea, or just want to say hello — fill in the form below. I personally read every message and reply within 24 hours.
Reach out directly
Important disclaimer
This portal is for educational purposes only. I am not a SEBI-registered investment advisor or mutual fund distributor. Nothing on this website constitutes personalised investment advice. Please consult a qualified, SEBI-registered financial advisor before making investment decisions. Mutual fund investments are subject to market risks.
Read full disclaimer