Formidium
CA Shubham Agarwal possesses extensive experience in finance and management, currently serving as a Manager at Formidium since November 2021, with prior roles including Associate Manager and Senior Associate within the same organization. Shubham's professional journey also includes serving as an Assistant Manager at OPPO from June 2019 to November 2021 and completing an Article Trainee position at Gupta Vipen & Co. from August 2013 to July 2016. Shubham completed a Chartered Accountant degree from The Institute of Chartered Accountants of India, specializing in Auditing, Accounting, and Taxation, and holds a Bachelor of Commerce from the University of Rajasthan. Educational background also includes Higher Secondary and Secondary degrees from Saint Soldier Public School and Saraswati Vidhya Niketan in Jaipur, respectively.
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Formidium
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Formidium Corp. is a global investment fund administration services and technology provider headquartered in Downers Grove, IL (USA). Formidium has developed its proprietary technology for fund accounting (Seamless Investment Backoffice) and for Investor onboarding (CommonSubDoc). Formidium also offers a Marketplace for alternative investments to HNWIs, Family Offices, and other Institutional Allocators. Formidium’s operations and technology are SOC 1, SOC 2, and SOC 3 audited, ISO27001 certified, and supported by over 2 million hours of R&D and a global staff of 900. Our Technologies: Seamless: Full general ledger accounting software CommonSubDoc: Investor onboarding platform Marketplace: Alternative investment marketplace Universe: Client relationship portal Services we provide: • Fund Administration • ManCo Services • Tax Services • Compliance Services Fund and investment types we serve: • Digital Asset and Crypto Funds • Drawdown Funds (PE, VC, Real Estate, SPVs) • Liquid Alternatives (Hedge Funds/CPOs, Impact Funds, CTAs) • Multi-Asset (Family Office/Endowment)