Portfolio BI
Sumit Mahajan, CAIA, FRM has over 17 years of experience in the financial services industry. Sumit began their career in 2003 as a Software Engineer at Wipro Technologies. In 2006, they moved to Indus Valley Partners as a Team Lead and was promoted to Senior Team Lead. In 2011, they joined NorthPoint Solutions as a Manager. In 2014, they moved to ACA Technology and held the roles of Manager, Senior Manager, and Managing Director. Currently, they are the Managing Director at Portfolio BI since 2020.
Sumit Mahajan obtained their B.Tech in Computer Science from Punjab Technical University between 1999 and 2003. Sumit also attended DAV Public School. Sumit holds the Alternative Investment Analyst Charter (CAIA Charter) from the CAIA Association and the Certified Financial Risk Manager (FRM) from the Global Association of Risk Professionals (GARP).
Portfolio BI
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LUX Fund Technology & Solutions (LUX FTS) is the company behind Transcend, the best-in-class data warehousing and reporting software solution for the financial services industry. Their founders are operations and technology veterans, experienced in both front- and back-office operations-- inside experience that gives us a unique understandingof what’s really needed and what’s most important to your business.Transcend deploys disruptive business technology systems that organizes and displays your data quickly, efficiently, and accurately. Transcend provides a secure and cost-effective solution to automate companywide processes. The SaaS-based automation technology platform is configurable by the end user, mobile friendly and it allows for concurrent access.Transcend serves as a firm’s portfolio intelligence dashboard, dynamic data warehouse and integration system. It is a solution designed specifically to meet the needs of the financial services industry. Whether it’s loading data, aggregation, automation and scalability, or other factors such as speed, transparency, reliability or value, Transcend is best at what matters most to your company.