The CEO Magazine
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TresVista Financial Services: delivering Impeccable Financial Solutions with Efficiency

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TresVista Financial Services: delivering Impeccable Financial Solutions with Efficiency

TresVista was founded in 2006 with an aim to provide highly skilled outsourcing support to financial services firms. Since their founding, TresVista has shown a strong track record for growth and have become the outsourcing partner of choice for clients across sizes and geographies, including some of the most pre-eminent financial institutions. In recent years, TresVista’s growth has been more pronounced with the opening up of their third delivery center and expansion into additional business lines. The firm’s mission since day one has been unwavering and is to continue to be recognized as the leading financial services outsourcing provider through consistent dedication to excellence & quality and active participation in the growth and success of their clients.

To get a deeper insight into the business, the editorial team of The CEO magazine spoke to Sudeep Mishra & Abilash Jaikumar, the Co-Founders & Managing Directors of TresVista

What was the concept behind incepting TresVista Financial Services? How and why did you decide to create it?

TresVista was borne out of an opportunity to create a firm that provided high-end research and analytics to global financial firms. While there existed many established firms that provided a basic template based output, no one had yet integrated with firms to provide the complex and value-added services that TresVista has over the last decade. Today, TresVista stands as an epitome of the entrepreneurial spirit within India, as we hire young people across 40 of the top colleges across the country. With 400 people across multiple offices, we are growing at over 50% with an average age of management that is under 35 and an employee base whose average age is closer to 25.

How has the company maintained its momentum in the evolving financial industry?

TresVista has continued to invest in people and spends a lot of time training them. We also remain focused on our target market and have stayed ahead of the curve by listening to client needs and evolving our services and expand accordingly.

Brief us about the technology backed trends infused/deployed by the company?

The group is accustomed to technology since we were a small firm with 25 employees, using it to be efficient and automate several processes. Today, we use several technology-based analytical tools to help manage the company better.

What are the values and factors that the firm attributes its success to?

We pride ourselves on being perfectionists and continuously improving. We strive to be the best versions of ours and give 100% to anything we do as a firm, leaving no stone unturned. 

What kind of services and solutions does TresVista provide that makes it stand out from the competitors?

TresVista provides high-end customized solutions. The quality that differentiates us is the knowledge of our target market and the ability to integrate successfully with our clients.

How does the firm work on its long-term relationship with clients?

First and foremost TresVista provides consistent and high-quality work which leads to trust and relationship building with the clients. These clients are our biggest sales force, often recommending the firm to new prospects.

What challenges does the firm see in the market?

Technology is disrupting the market and creating new paradigms and dynamics under which TresVista has to operate. It’s imperative that we stay ahead of the curve on this front. Compliance is another area that is evolving, and companies in their space will have to be extremely diligent in their efforts to cope with a changing environment there.

Views on what an organization must look like today to compete?

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One needs to be adaptable to change and have the ability to attract the best talent.

The future: Finally, what’s next for TresVista Financial Services and how well equipped are you?

TresVista has recently launched CFO Services and Data Analytics. We plan to build these into independent and robust business lines. We have several ideas that can continue to fuel growth for the next 5-7 years and will but none to disclose right now.

How has been the journey as a leader?

Given that I was just 27 when the company started, as I approach 40, I have really grown as a person with the company. It sounds clichéd, but learning from one’s own mistakes and having the awareness to evolve has been enriching. My role at the company has changed considerably from leading a start-up to trying to institutionalize and build an organization of scale. It has come with a unique set of challenges and rewards. 

Brief us about the milestones and awards earned by the organization.

  • Presence in Mumbai – Since 2006
  • Pune – Opened a facility in Apr 2018.

Awards

  • ACG New York 2018 Champion’s Awards winner for Value Creation Firm of the Year
  • Winner of the 2nd edition of the Great Indian Workplaces Award (GIWA) 2018 in the Emerging Enterprises Category

Certifications

  • ISO – TresVista is an ISO 27001:2013 certified company and we ensure data integrity and business continuity through our robust IT infrastructure and compliance procedures
  • SOC II — TresVista is also a SOC II compliant company for controls related to general operating environment for trust principles Security, Confidentiality, and Availability spanning across the services being provided to multiple user entities

M.D’s piece of advice for the young entrepreneurs…

“Stick the course. While one may adapt and change direction, to have clear long-term goals for one’s organization that go beyond numbers is essential.”

 Abilash Jaikumar

¡  He has worked in both the investment banking and private equity industries and has been involved in more than $20 billion of financing and M&A activity

¡  He was a part of Merrill Lynch’s Investment Banking Division in New York

¡  He graduated from Georgetown University with a B.S.B.A in Finance and Accounting and currently serves as the Chairman of its Alumni Admissions Program in India

  • Key Executive profiles
 Sudeep Mishra

¡  Prior to co-founding TresVista, he was the CFO and VP of Business Development at Globatronix (Bombay) Pvt. Ltd, a manufacturing concern with over 700 employees

¡  He was a part of Merrill Lynch’s Investment Banking Division in New York

¡  He graduated from the University of Texas at Austin with a B.B.A. in Finance

 Vishal Shah

¡  Vishal has been with TresVista since its inception and is currently involved with managing operations and growing client relationships

¡  Prior to joining TresVista, Vishal worked with McKinsey & Co. advising management teams on strategic decisions across a variety of Industries

¡  Vishal graduated with distinction in Management Studies from NM College and is a CFA holder

 Devrath Banerjee

¡  Dev has over 10 years of experience across various functions including Finance, Planning and Corporate Strategy and manages the Enterprise side of the Business

¡  Dev has worked at UBS under Investment Banking – Global Industrial Group. Prior to joining TresVista, he was a part of the Management Team at Verity Analytics Knowledge (the captive arm of UBS Investment Bank)

 Tirthank Shah

¡  Tirthank has been with TresVista since 2009 and is currently involved with training, recruitment, and overseeing quality of delivery teams

¡  Prior to joining TresVista, Tirthank worked with GTL limited, managing presales function for network and security solutions.

¡  Tirthank holds Masters in Management (Finance) from Sydenham Institute and is a CFA holder

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