Devanshu Bhatt

About Devanshu Bhatt

FinTech leader and former CxO with global experience in CTRM / ETRM, Risk Management and Treasury. I help organizations identify, implement, and scale the right technology solutions from strategy to execution.I’m a curious learner and practitioner with over two decades of experience in Commodity Trading, Risk Management (CTRM / ETRM), and Financial Technology, helping organizations align business goals with the right technology and operational strategy.My career has spanned India, the US, and global markets, combining deep domain expertise with leadership across product development, solutioning, and customer success. I’ve worked closely with clients to understand their business challenges and guide them through the entire solution lifecycle — from pre-RFP evaluation and vendor selection to implementation delivery and post-go-live support.Having served as Managing Director and Head of Product Development at ION and as Chief Operating Officer at Eka (QuorEka), I’ve led global teams delivering enterprise-grade SaaS platforms for commodity trading, risk, and financial operations. These experiences have shaped my ability to translate complex functional and technical requirements into practical, value-driven solutions.Over the years, I’ve developed a deep understanding of the leading CTRM and Treasury solutions in the market, and I firmly believe that success lies in identifying and implementing the right-fit solution — one that best aligns with a company’s strategic, operational, and technology landscape.Today, I engage with organizations, investors, and expert networks on:• CTRM / ETRM Strategy, Vendor Evaluation, and Implementation Advisory• Commodity Trading and Risk Management Transformation• FinTech and ERP Integration for Front-to-Back Office Efficiency• Operational Excellence, SaaS Delivery, and Product StrategyA passionate learner and AI practitioner, I continue to explore how intelligent automation, analytics, and machine learning can enhance decision-making across trading, risk, and finance functions.An engineer by training and an MBA in Finance from Indiana University – Kelley School of Business (USA), I take pride in combining structured financial insight with hands-on technology delivery experience. My approach remains simple — understand the customer’s needs deeply, recommend the right solution confidently, and ensure its success end-to-end.

Experience

1. Chief Executive Officer & Co-founder

   Cashtrac

   Jul 2024 — Present · IN

   Leading CashTrac, a FinTech initiative designed to simplify how individuals and families understand and manage their financial journeys.• Driving product innovation and roadmap for next-generation personal financial planning and forecasting solutions.• Overseeing strategic partnerships, marketing, and operational direction.• Building a culture focused on data intelligence, simplicity, and financial empowerment.• Leveraging Agentic AI and modern AI tools (Claude, Gemini, Cursor, and Replit) to enhance product development, code quality, and deployment workflows, creating an AI-enabled operations model that improves agility, testing accuracy, and delivery speed.• Using AI-driven assistants for continuous code checks, optimization, and context-aware documentation, ensuring faster iterations and higher reliability in production cycles.Focus areas include FinTech Innovation, Product Strategy, SaaS Development, AI-enabled Operations, and Digital Finance Transformation.

Education

• Jabalpur Engineering College

  B.E., Electrical Engineering

  1993 — 1997

• Indiana University - Kelley School of Business

  MBA, Finance

  2004 — 2006

Skills

• Sdlc
• Business Analysis
• Risk Management
• Project Management
• Microsoft Sql Server
• Derivatives
• .net
• Fixed Income
• Capital Markets
• Software Project Management
• Business Process
• Enterprise Software
• Equities
• Requirements Analysis
• Agile Methodologies
• Investment Banking
• Trading Systems
• Vendor Management
• IT Strategy
• Business Intelligence
• Trading
• Program Management
• Product Management
• Management
• Management Consulting
• Portfolio Management
• Business Development
• Leadership
• Hedge Funds
• Strategy
• .net Framework
• Software Development Life Cycle (Sdlc)