MyTimeEquity

Amogh Waranashiwar is a financial advisor at MyTimeEquity with a Series 65 designation and one year of industry experience. Prior to joining MyTimeEquity, he held positions at CaseWorthy, Inc and Enfusion, LLC, and was affiliated with Texas A&M University for four years. MyTimeEquity manages approximately $85 million in discretionary assets for around 265 clients, including individuals, corporations, pension and profit-sharing plans, estates, and trusts. The firm emphasizes algorithmic trading and model-driven portfolios, utilizing proprietary Python-based algorithms and mirror-trading strategies, and also manages private pooled funds with a focus on digital assets.

Sudhir Holla is a financial advisor at MyTimeEquity with three years of industry experience. He holds a Series 65 designation and previously worked at Accenture from 2016 to 2020. Outside of advisory work, he is a 49% owner of Koalla Technologies LLC, where he spends significant time developing algorithms and managing technology partnerships. MyTimeEquity manages approximately $85 million for around 265 clients, including individuals, corporations, and various trusts and plans. The firm focuses on algorithmic trading and model-driven portfolios, utilizing proprietary Python-based algorithms and offering management of private pooled funds, including digital assets.

Sudhir Pai is a financial advisor at MyTimeEquity with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Saxony Capital Management and Suma Monde Kapital Partners. Outside of his advisory role, he is involved as managing partner and CEO in several non-investment businesses, including a CPA firm and a life insurance and business consulting company. MyTimeEquity manages approximately $85 million for around 265 clients, primarily individuals and institutional accounts. The firm emphasizes algorithmic and model-driven portfolio management, incorporating proprietary Python-based algorithms and alternatives alongside traditional investments, and also sponsors private pooled funds including those focused on digital assets.

Khushbu Trivedi is a Series 65 licensed financial advisor at MyTimeEquity with three years of experience in the industry. Prior to joining MyTimeEquity, she worked at Sage IT and Visam Technologies, Inc. She is based in Plano, TX. MyTimeEquity manages approximately $85 million on a discretionary basis for about 265 clients, including individuals, corporations, pension and profit-sharing plans, estates, and trusts. The firm focuses on portfolio management using algorithmic and strategy-based investment models, stocks, ETFs, mutual funds, and alternatives, and serves as adviser to private pooled vehicles, including a digital assets fund.