Our Team

Dr Uma Shashikant, Chairperson and Co-founder

CIEL - Dr. Uma Shashikant

UMA SHASHIKANT is Chairperson, CIEL and is the Founder. Uma holds a doctorate in finance and is a reputed subject matter expert and trainer in the capital markets area. She was professor at Indian Institute of Capital Markets (now taken over by the National Institute of Securities Markets) where she has trained a range of professionals from ministers, bureaucrats, regulators, fund managers, analysts, bankers and investment advisors. She then worked with Prudential ICICI Mutual Fund, as Vice President, Knowledge Management, was in-charge of training, product communication, institutional investor interface, and worked on several internal projects in operations, investments and risk. Uma then was Chief R&D officer at ING's Multi Manager Division (Optimix) and was part of the investment and management committees. She has been on several committees and working groups in the mutual fund industry. Uma has been the Chairperson of the examination committee of the Financial Planning Standards Board (FPSB) India and subject matter expert for the National Certification in Financial Markets (NCFM). Uma drives the vision and strategy for CIEL and is now focusing on content and research across print and digital media, working out of Atlanta, USA.

Himanshu Vyapak,Managing Director

Himanshu Vyapak

He is Managing Director at CIEL. With an experience of over 23 years across Asset Management, Banking & NBFCs, he started his entrepreneurial journey with FinX (majority shareholder of CIEL), a first in India, collaborative & integrated capacity building & skilling platform for Banking, Financial, Savings & Insurance Industry. Prior to this, he served as the Deputy CEO of Reliance Nippon Life Asset Management (RNLAM) (previously Reliance Capital Asset Management) and was instrumental in expanding the company’s footprints in both domestic & international territories.

Himanshu serves as an independent director on the board of Motilal Oswal AMC & is a Member of Board of Studies of Prin. L.N Welingkar Institute of Management Research & Development. He has been actively involved in various industry-level initiatives, as a member of the ARN committee of Association of Mutual Funds in India (AMFI), Advisory committee Financial Literacy Advisory Board, where he was involved with key initiatives on improving ethical standards of distribution, investor awareness & Industry expansion. .

He holds a graduate degree in Economics (Hons) from Delhi University and is an MBA (Gold Medalist). He is also a Fellow of Insurance Institute of India (FIII – Non-Life), a Certified Financial Planner and a holder of the Claritas Investment Certification awarded by the CFA Institute.

Upasana Koul,Head - Strategy & Online Courses

Upasana Koul

She is a Director at FinX and CIEL (a subsidiary of FinX). She is an experienced Strategy consulting professional with a demonstrated history of working in diverse industries like: Financial services, FMCG, and Manufacturing. She is skilled in Sales Planning, Business Strategy, Market Research and Process optimization. She is an MBA from Sydenham Institute of Management Studies Research and Entrepreneurship Education and a computer engineer.

Nikunj Sharma,Head - Training & Financial Awareness

Nikunj Sharma

Nikunj is an Investor, Trainer, Motivational speaker, and a published Author. His first book - The Stock Market Monk was published in 2015. Nikunj has 25 years of work experience across Investment banking, Distribution, Investment Advisory, Portfolio Management Services, AIF, and Training. Nikunj has an excellent understanding of the investment products, process, and investor psychology. Nikunj is a part of core team at CIEL heading Training and Investor Awareness verticals.

Arti Anand Bhargava,Head - Content & Research

Arti Anand Bhargava

ARTI ANAND BHARGAVA is Head - Content at CIEL. She is an MBA in Finance and has 13 years of experience in the investment industry. During her stint with mutual funds, she has worked at Prudential ICICI Mutual Fund in product communication, factsheets and investment communication, investor newsletters, research and analysis. She has been working with CIEL since the last 8 years on content generation for courses, books, newsletters, trainings and client marketing literature, across various subject areas (Mutual fund products, Mutual fund operations, Wealth Management, Financial planning, Investment markets, Products). She co-authored CIEL's publication titled 'Understanding Mutual Funds' with Dr. Uma Shashikant and Sunita Abraham, and contributed to research and content for CIEL's 'Wealth Management - Basic Level', 'Wealth Management - Advance Level' workbooks.

Shreeja Thirani, Chief Operating Officer

Shreeja Thirani

Shreeja is the Chief Operating officer at CIEL. Her primary responsibility will be looking after the Regulatory certification business vertical (CPE and MFD) and will be responsible for Business Development, Client Management, Client Engagement, Process Improvement. She is also responsible for Quality & Process Adherence, Operations and Marketing.

She has a total work experience of 18 years in the financial services domain across roles spanning Relationship Management, B2B as well as B2C Business Development, Team Management, Channel Management. She has worked with reputed BFSI organizations like Royal Sundaram Insurance and HSBC Asset Management with a consistent track record of strong performance and accomplishments.

Shreeja holds a Degree in Bachelor of Commerce (1999) from Delhi University followed by a Post Graduate Diploma in Business Management Finance and Insurance (2001) from New Delhi.

Girija Gadre, Head - Training (CSR Initiatives)

Girija Gadre

GIRIJA GADRE is Head - Training at CIEL. She is a Company Secretary and L.L.B with more than 15 years of experience. She was VP - Compliance at ING Vysya Mutual Fund before which she has worked in legal and compliance functions of leading Mutual Funds like Birla SunLife Mutual Fund and Franklin Templeton Mutual Fund. In CIEL, Girija drives content and training for the NISM Continuing Professional Education (CPE) Programs as well as Investor Education Programs offered by CIEL. She provides regular updates to the trainers empanelled by CIEL, conducts train the trainer workshops and monitors quality of training delivery. She aligns learning objectives of CIEL's certifications to regulatory requirements and to competencies required for various job roles.

Madhu Raveendra, Head - Operations

Madhu Raveendra

She is the Head Operations and Client Servicing at CIEL. Her primary responsibility is process implementing/improvement and driving the Regulatory Certification (CPE and MFD) operations along with Client communication, MIS structures and reporting for client, EDP Trainings management (client and trainers).  She is also responsible for IT requirement analysis, development and testing (website and learning portals).

She has a total work experience of over 20 years in operations in FMCG, IT Industry (PMP certifications), BFSI space. She has consistent track record of strong performance and client testimonies.

Niyati Jetly,Head - Business Development

Niyati Jetly

She is the Head - Business Development at CIEL. She is responsible for business development, developing new client relations, strengthening existing relationships and widening CIEL’s product offerings. She has a total work experience of 18 years with Banks and Wealth Management firms across roles from relationship management and channel management. She has a rich experience of working for organizations such as Edelweiss Wealth Management, Ambit Capital Ltd and IndusInd Bank. During her last role at IndusInd Bank as NRI Business Manager she has successfully built and spearheaded the NRI channel across Mumbai. .

Nisha Shah,Head - CIEL Learning Foundation & Strategic Business Initiatives

Nisha Shah

She is the head strategy and business initiatives at CIEL. She has more than 25 years’ experience in corporate finance, corporate advisory services, capital structuring, equity capital markets. Prior to joining CIEL, she was director, Investment Banking at Motilal Oswal Investment Advisors Ltd. She has handled more than 100 transactions across sectors and across equity products such as IPOs, raising funds through private placement, buyback of shares, Open offers, delisting etc.

She is a Chartered Accountant with 31st rank all India in CA final and 25th rank all India in CA inter.

Kirti Sharma,Head - Trainer Business & Engagement

Kirti Sharma

Kirti Sharma is the Head–Trainer Business & Engagement at CIEL with a corporate career spanning over 8 years with marquee corporates in BFSI Industry like HDFC Life, HDFC Bank, ICICI Securities. She holds B.Sc (H) degree in Zoology from Miranda House (University of Delhi) followed by an MBA with specialization in Marketing from IBS Hyderabad..

She is one of the youngest employees at HDFC Life to be awarded ‘Employee of the Year’ for FY 2014. Additionally, a certified & qualified Soft Skills Trainer accredited by National Accreditation Board for Education and Training (NABET), Quality Council of India with an All India Rank 3 in Train the Trainer program. She is also a certified Image Consultant under the curriculum of Conselle Institute of Image Management, USA.

Her last corporate assignment was as Chief Manager (Product) with ICICI Securities

Content

  • Labdhi Mehta
  • Chriselle Antao
  • Mariya Patanwala
  • Varsha Gangwal

Operations & Client Service

  • Madhu Raveendra
  • Neeta Haria
  • Sonal Bhatt
  • Roopali Borkar
  • Swati Bagde
  • Ekta Shah
  • Rashmi Pingle
  • Pratiksha Zagade
  • Sonal Sharma
  • Dhanashri Shetkar
  • Renuka Yemberi
  • Aishwarya Vanjare
  • Kunal Waghmare
  • Kalpesh Thakur

Business Development

  • Niyati Jetly
  • Deepa Roongta

Finance

  • Mythilee Sriharsh
  • Prachi Vadhavkar
  • Shivani Khismatrao
  • Keta Shah

Technology

  • Trupti Naik
  • Poonam Temgire
  • Seema Jadhav

Our Expert Consultants

Mohan Sriharsha & Associates, Chartered Accountants, involved with us since inception, provide us advisory services and support in statutory compliance, accounting and audit.

Subramaniam Vutha & Associates, specializing in international IT contracts and developing corporate frameworks for intellectual property assets, advises us on our legal contracts and intellectual property rights.

Kanchana Sawant, design and creative consultant, is associated with CIEL since inception in branding, visual design and creatives.

Mehta and Mehta supports CIEL in secretarial and Company Law matters.