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Maithili Shah

Maithili comes to the firm with more than 10 years of experience:  Banking (ICICI), Investment Advisory (SGP Technologies) and Operations Excellence (S&P Global Market Intelligence). She has worked on multi-disciplinary assignments like lean, Data analytics, business transformation and resource restructuring.


Her current role is to architect and scale ‘Operations’ in areas of Advisory Support. She has demonstrated acumen in running business operations on India site. Her role extends in strategizing, developing and implementing initiatives leading to new businesses and service channels.


Maithili holds MBA, CFP and is a Certified Data Scientist. In her leisure time, she coaches budding CFPs and support their Financial Literacy Campaigns. She and her husband periodically pack their bags and bask in the wilderness of tiger parks.

Maithili Shah

Director OMNI Enterprise Solutions

"Helping Customers succeed by empowering them to focus on their clients - Independence Redefined" - Felipe Luna, CEO