Read More
The thinking partner before the work begins.
Institutional structure before complexity compounds.
Where capital meets disciplined execution.
Specialty tax recovery, proactive planning, and audit-defensible documentation.
Digital growth that survives diligence.
Capital, Tax Credits, IEEPA Recovery, Exit Readiness
R&D Credits, Capital Raising, AI Deployment
Payments, Digital Growth, Fractional CFO
Capital, Compliance, Custom AI
Strategy, M&A, Succession
Capital Markets, Payments Infrastructure
Brand, Digital, Exit Readiness
Capital, M&A, Tax Strategy
Strategy, Succession
A globally integrated professional services and applied-intelligence firm built for middle-market founders and operators.
We diagnose before we advise, stay close to execution, and remain accountable for the outcome.
Senior operators, advisors, and specialists who have built, led, and transformed businesses themselves.
Recognition from the clients, peers, and institutions that count.
Join a team building the next generation of advisory, operating, and applied-intelligence work.
In-depth thinking on capital, strategy, and the markets that matter.
Conversations with founders, operators, and capital allocators.
Where outcomes speak louder than promises.
Where Occams Advisory has been featured and quoted.
Official announcements, milestones, and company news.
Meet the people behind the work
Smart, driven individuals across nine specialised teams — from strategic leadership to finance, technology, and client success — united by a single yardstick: the measurable impact of our work for clients.
Practitioners with experience across every discipline we advise on.
Founder and Group CEO
CRO (Chief Revenue Officer)
Executive Advisor
CIO (Chief Innovation Officer)
COO (Chief Operating Officer)
CEO – India
CAO (Chief Administrative Officer)
VP - Finance & Accounting
VP - Client Relations
AVP - Client Success
Corporate Counsel - Legal
Human Capital Management and Innovation
Creative Director - Design
Lead - Brand Communication
Lead - Operations
VP - Client Acquisition
Sr. Software Developer - Web Development
UX/UI Designer - Web Development
Sr. Motion Graphics Designer
Frontend Developer - Web Development
Vardhman has a successful record in converting concepts into results. Across his stints in heading business operations and a demonstrated history of working in the information technology and financial services industry, he has excelled in creating results while balancing abstract ideas from leadership and ground level challenges from rank and file.
With exceptional skills in negotiation, customer acquisition, sales & sales operations, and customer satisfaction, Vardhman brings organized coherence to Occams’ execution support team. Vardhman holds a Post Graduate Diploma in Financial Market & Wealth Management from LN College of Management Studies in Mumbai. He spends time across Mumbai, India and Toronto, Canada.
Llajaira is a seasoned professional with pedigree in financial services and fin-tech startups. With decades in senior roles in Fraud Prevention, Risk Management and Operations, Llajaira has strong supervisory, investigative, and problem-solving skills. She has created and documented procedures and trained teams with impressive results.
Llajaira has an energetic personality that easily emanates across the team. How effortlessly she executes projects while juggling a busy personal life. Her free time is typically spent with her family, church community and honing her merengue skills.
Nedeen brings a rare and refreshing wholistic approach to legal matters for small businesses. Through a synergistic emphasis on the union of tax intelligence, intellectual property, and transactional legal practice, she seeks to create a proactive approach for her clients’ businesses. With expertise and insights across a wide array of agreements and corporate documents for businesses including but not limited to agreements for advertising, writing services, non-disclosure, licensing, and purchase & sales, Nedeen is the Swiss knife of corporate law.
Nedeen holds a Doctor of Law (JD) degree from Sandra Day O’Connor College of Law at Arizona State University and a Bachelor’s Degree in Philosophy from University of California, Los Angeles (UCLA). From her offices in Los Angeles Metropolitan, she serves her clients. Beyond her work hours, she loves to spend time with her parents and siblings’ families.
Ritika is a passionate Human Capital Management (HCM) professional with over 13 years of experience driving talent acquisition, employee relations, and strategic initiatives across diverse industries. Currently, she leads a team focused on building a high-performing workforce as the Global AVP - Human Capital Management at Occams Advisory (Jan 2023 - Present).
Prior to Occams Advisory, Ritika honed her expertise in HR consulting as a Human Resources Consultant with BM People Advisory (Jan 2022 - Oct 2022), successfully managing HR projects for US clients.
Her career journey began in India, where she held roles like Human Resources Consultant, Human Resource Manager, and Assistant Manager - Talent Acquisition. These experiences provided a strong foundation in talent management, recruitment, and employee engagement (Dec 2018 - Present, Feb 2018 - Dec 2018, Apr 2014 - Sep 2017, Mar 2011 - Apr 2014).
Throughout her career, Ritika has thrived in fast-paced environments, fostering a collaborative work culture and attracting top talent. She is a data-driven leader with a proven track record of optimizing HR processes and aligning them with business goals.
Zidane is a results-oriented creative leader with over 9 years of experience driving design projects from concept to completion. Thriving in both team leadership and individual contributor roles, Zidane excels in visual design, website development, and user experience (UI/UX) design.
Currently, Zidane serves as Assistant Creative Director at Occams Advisory, spearheading website and marketing material design and development for multiple companies. Zidane manages projects, crafts visuals for various platforms, and ensures brand consistency across all digital touchpoints.
Previously, Zidane led a design team at U-Studio, the in-house agency for Hindustan Unilever. There, Zidane oversaw impactful visual and marketing material creation for a vast portfolio of renowned brands like Dove, Pond's, and Pepsodent. Zidane's experience extends beyond leadership, with UI/UX design skills honed at Occams Advisory and graphic design expertise developed at Soundlines Group.
Zidane's background began in web development, building a strong foundation in building and visualizing digital experiences at Indoasian Buildcon Pvt. Ltd.
A highly motivated individual with a keen eye for detail and a passion for creating engaging and user-friendly experiences, Zidane's strengths lie in communication, collaboration, and project management, allowing for effective team leadership and exceptional results delivery.
A seasoned Digital Marketing professional with over 8 years of experience, Harsh boasts a successful track record of building brand awareness and driving engagement. Currently a Social Media Manager at Occams Advisory and Minecodes, Harsh excels at crafting strategic plans, developing engaging content, and analyzing results to optimize performance.
Prior to their current role, Harsh honed their skills as an Account Manager at Markenzo Worldwide, where he spearheaded social media strategy that resulted in a tenfold increase in follower count. Harsh also thrived as a Social Media Marketing Manager at Yellophant Digital, demonstrating expertise in content creation, SEO optimization, and competitor analysis.
Harsh's career began with a strong foundation in customer service. He served as a Social Media Executive at CogMat Digital Media, managing multiple accounts, crafting creative content, and analyzing data to measure campaign effectiveness. Earlier roles included a Social Media Marketing Internship and positions as a Customer Service Specialist, Brand Representative, and Concierge, all of which honed Harsh's communication and interpersonal skills.
Harsh's diverse background extends beyond social media. He possess experience in sales and business development. This well-rounded skillset allows Harsh to understand the unique needs of Occams and develops Brand Communication strategies that align with broader business objectives.
Vijay boasts over 8 years of web development expertise. For the past 3 years and 8 months, he has excelled as a Senior Web Developer at Minecodes, a subsidiary of Occams Inc. (Mumbai, India), likely working on intricate projects in a hybrid work environment.
Vijay's background encompasses diverse web development roles, including Software Engineer at Nimap Infotech (Mumbai, India) from July 2018 to October 2020. This experience demonstrates his ability to tackle software development challenges alongside web development.
Prior to Nimap Infotech, Vijay held web development positions at FourPlus Media (Mumbai Area, India) from November 2016 to May 2018 and Webignito (Mumbai Area, India) from September 2015 to November 2016. This progressive experience showcases Vijay's continuous growth within the web development field.
Shubham is a passionate User Interface (UI) and User Experience (UX) Designer with over 4 years of experience crafting intuitive and engaging digital experiences. Currently, he designs user-friendly interfaces for various projects at Occams and Its Various Subsidiaries
Shubham honed his skills as a Senior Associate Product Designer (Feb 2022 - Sep 2022) and a UIUX Designer at Occams Advisory Inc. (Oct 2020 - Sep 2022). He tackled design challenges, focusing on user-centered solutions that are both aesthetically pleasing and functional.
His design journey began as a Senior Graphic Designer at Humblebrag Advertising (Jun 2018 - Oct 2020), where he developed a strong foundation in visual communication and typography. This foundation, coupled with his expertise in Adobe Photoshop and a vast array of design tools, allows him to deliver high-quality and visually compelling user interfaces.
Shubham is a highly motivated individual with a keen eye for detail and a strong desire to learn and grow within the ever-evolving design landscape. He thrives in collaborative environments, bringing innovative design solutions to life alongside cross-functional teams.
Abhigyan is a skilled Motion Graphics Designer with over a decade of experience crafting captivating visuals. Since September 2023, he has leveraged his expertise as a Senior Motion Graphic Designer at Occams Advisory.
His creative journey began in March 2018 with freelance video editing and motion graphics. This experience honed his skills across various projects, preparing him for a full-time position at OLIVER Agency (October 2018 - September 2023). Here, he spent five years solidifying his editing expertise and expanding his motion graphics repertoire.
Prior to OLIVER Agency, Abhigyan gained valuable experience in video editing. He served as a Video Editor & VFX Composer at Tubers Studio Entertainment & Media Pvt Ltd (April 2013 - March 2016). He then transitioned to The Better India (July 2016 - October 2017) and Sealine Productions (December 2017 - February 2018) as a Video Editor. These roles solidified his foundation in video editing and narrative storytelling.
Abhigyan's passion lies in crafting visually compelling narratives that captivate audiences. He is a constant learner, always pushing boundaries and striving to stay ahead of the curve in the ever-evolving motion graphics landscape.
Ashfaq Akhtar is our Frontend Web Developer with a passion for building user-friendly and visually appealing web experiences. Over a year of experience crafting responsive interfaces with HTML5, CSS, JavaScript, Reactjs and a variety of modern web development tools.
Thrives in a collaborative environment and is always eager to learn and adapt to new technologies. Holds a Bachelor of Technology (B.Tech.) in Computer Science Engineering and a MERN Stack Developer certification, demonstrating proficiency in MongoDB and related technologies.
We offer a FREE 15-minute consultation to help you identify areas of your business where you can get immediate results by using our evidence-based approach to superior results.
Expect a response from us shortly.