OUR TEAM

METS

Management, Execution, and Tactical Scalability

Vardhman Shah

Vardhman Shah

COO (Chief Operating Officer)

Llajaira Soto

Llajaira Soto

AVP - Client Success

Ritika Vishwakarma

Ritika Vishwakarma

Human Capital Management and Innovation

Rajat Garg

Rajat Garg

CAO (Chief Administrative Officer)

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Explore Other Team

Strategic Leadership & Articulate Thinking (SLAT)

This is the top-level leadership group responsible for setting the strategic direction of the organization. They articulate the vision and mission of the organization and ensure that all groups align with this strategic direction in belief and execution.

Leadership Advisory Board for Scalability
(LABS)

LABS advises the SLAT on highest organizational priorities and continuously changing regulatory, technological, and economic landscape. They provide insights and recommendations on how to scale the organization effectively and efIiciently.

Management, Execution, and Tactical Scalability (METS)

This group is responsible for the dayto-day management of the organization. They execute the strategies set by the SLAT and advised by the LABS. They also handle tactical scalability, ensuring that the organization can adapt and scale in response to changes in the business environment.

Scalability, Technology, Efficiency & Productivity (STEP)

This group focuses on the technological aspects of scalability agenda. They work on improving ef eficiency and productivity leveraging most effective and advanced technological adoption across aspects of the organization.

Client Origination & Relationship Enhancement (CORE)

CORE is responsible for client acquisition and relationship management. They work on originating new client relationships and enhancing existing ones. This includes establishing and following methodology to capture, measure and enhance client experience journey.

Channel Affiliate Recruiting & Engagement (CARE)

This group focuses on the technological aspects of scalability agenda. They work on improving efficiency and productivity leveraging most effective and advanced technological adoption across aspects of the organization.

Branding, Marketing Acumen and Performance (BMAP)

BMAP at Occams is dedicated to driving brand equity and marketing excellence. Our integrated approach combines immersive design, strategic media utilization, and targeted distribution networks with insightful market analysis to enhance brand performance and business growth.

Technology, Operations, Automation and Digitization (TOAD)

Occams Advisory's TOAD team enhances efficiency through advanced tech integration, optimizing operations, and driving automation and digitization for business growth.

Finance, Accounting, Risk & Legal
(FARL)

The FARL division at Occam's Advisory consists of dedicated professionals in finance, risk management, accounting, and legal, ensuring operational excellence and propel business success.

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