Ex-Wall Street fund manager, Soumyo Sarkar, joins Fintso’s Advisory Council

New Delhi: Fintso, the AI-based wealth-tech platform catering to independent financial advisors and their investors has announced the appointment of Wall Street veteran Soumyo Sarkar in the organization’s Investment Advisory Council.


Sarkar, given his background on deploying quant-based investment strategies, will help in creating the algo framework for investment recommendations on the platform. This includes the Global Investment product suite launched by Fintso – which helps financial advisors in India by providing investment ideas and execution for their clients into global assets.


The Wall Street professional has an experience of over 35 years working with leading firm like Credit Suisse, Deutsche Bank, Merrill Lynch, Salomon Brothers and Lehman Brothers. Known for his unique thematic style of trading and experience in managing multi-billion dollars of AUM, Sarkar’s annualized net returns are in excess of 25% and his team has had no down years, including the market crash years of 2000 and 2008.


George Mitra, Co-Founder and CEO of Fintso commented, “We are extremely happy to have Soumyo join us in sharpening our advisory focus. His rich expertise in managing investments at scale across multiple markets, and in Quants, will add a lot of strategic value to Fintso, enabling us to turn our goal of democratizing the financial advisory industry into a reality. This is a big value add for Fintso’s subscribers and their clients.


On his involvement with Fintso, Soumyo Sarkar, “Fintso is addressing one of the key issues in India – on how to enable the large segment of independent advisors and distributors in digitizing their business and equip them with the tools that can help provide both quality advise and product suites to the clients they serve. Given the fragmentation, and the low financial awareness, these independent advisors act as the bridge of trust, and are the last mile-connectivity to the majority of the people. Digitizing the offering, especially the investment recommendations, is key to this, and this can only happen through the extensive use of Algos and AI-ML. I am looking forward to be a part of this endeavor, that is addressing the real issues of the wealth management industry and using my decades of experience to help grow the company along with some of the best minds from the wealth management segment.”



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