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Michael Taylor CFPCM, Co-founder & Director - OMNIMax India
Michael Taylor CFPCM has practiced fee based financial planning in New Zealand for twenty years. One of the key components of the success of his practice is the OMNIMax Financial Planning Platform. Michael commissioned OMNIMax software specifically to capture his successful business process and the DNA of Financial Planning. OMNIMax Software Solutions Ltd was formed to make the OMNIMax platform available to other advisors. Various modules of the Platform are used in USA, NZ and India. System Integrators in India work alongside OMNIMax to customise and integrate OMNIMax into Enterprise Wealth Management Solutions worldwide.
Michael has a special association with India and is Promotor Director of his Indian Subsidiary OMNIMAX India Pvt. Ltd. Michael envisages OMNIMax could change the way financial advisors conduct their business in India and could help scaling the business with the powerful combination of domain and technology.
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Jonathan Taylor, Chief Technical Architect, Director OMNIMax India
Jonathan has been instrumental in the overall design architecture and the look and feel of the current OMNIMax version. Jonathan has worked very closely to integrate the domain features of financial planning into the OMNIMax Platform. He co-founded the Company in NZ in 2002 and overtime has developed clients across the globe.
Jonathan has worked very closely with the Indian team to Indianize the platform and understands the needs of the advisors in India. He leads his software team to develop timely release of new features and keep the OMNIMax Platform robust for the future.
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Nitin Kumar CFPCM - CEO & Director - OMNIMax India
Nitin Kumar is a qualified CFA, Certified Financial Planner and MBA (Finance and Marketing) and brings with him 8 years of rich corporate experience in the areas of Corporate Finance, Strategy, Financial Planning and Wealth Management. Nitin has been instrumental in the OMNIMax birthing process in India, and has headed the company since inception and led to rapid growth of the platform under his leadership.
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Rohit Bhardwaj - Head of Business Development
Rohit Bhardwaj has been with OMNIMax since early 2008 and is currently responsible for OMNIMax business development in India. Prior to this, he has worked with organisations in Banking & Financial Services industry with focus on private banking and wealth management services.
Rohit has done his Masters of Science in Int'l Banking & Financial Studies from Heriot-Watt University, U.K. He has completed his Bachelors in Business & Finance from Heriot-Watt University, U.K.
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Pranay Sangani CFPCM– Head Sales and Development Mumbai
Pranay is a qualified CFP and has grown with OMNIMax since inception of the Company. Pranay is a keen finance professional and brings in 3 years of work experience in the Financial Services Space. Pranay spearheads the Mumbai Operations of the company and has been instrumental in getting very good visibility for OMNIMax in the Financial Services Space.
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Gaurav Agarwal – Business Development Executive
Gaurav is a qualified CFP and got A grade in the final paper of FPSB. He joined OMNIMax India in Nov’11. Gaurav is a keen finance professional and have an experience of three years in financial services industry. Prior to join OMNIMax team, he had worked as a Financial Planner in a very reputed Financial Planning Firm based in New Delhi where he worked on OMNIMax portal and find it a is a very useful and efficient tool for financial planning profession.
Gaurav has done his Bachelors in Commerce in the year 2008 and completed various certifications like NSE’s Capital Market (Dealer), Derivatives Market (Dealer) Modules and AMFI Advisor Module.
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Abhijit Savekar – Business Development Executive
Abhijit joined OMNIMax India in November 2010 after completing coveted Post graduation in Financial Planning & Wealth Management, from BIFM, New Delhi. He has also completed various certifications from National Stock Exchange like Capital Market Module, AMFI Dealer Module & Derivatives.
Abhijit has completed his Bachelors of Management Studies (BMS) with specialization in International Finance from Mumbai University and his interests include reading and trekking.
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