Joni Naik
Investment Advisor
With nearly two decades of global experience, Joni R. Naik brings a rare blend of financial acumen, technical expertise, and strategic leadership to the team. Having led over 50 high-impact projects across the Middle East, Asia, and Europe, Joni has held senior roles including Program Director, GM, and Technical Consultant—driving innovation and delivering results for Fortune 500 companies, telecom leaders, and government entities.
Mr. Joni is certified in Investment Banking (CIIB) from New York Institute of Finance (NYIF) – US, Equity Derivatives (NISM VIII) from NSE (National Stoke Exchange – India),Hedge Fund Derivatives Certification and holds a B.E. in Electronics & Communication(Engineering) alongside an U.G MBA in Finance. His diverse expertise spans Investment Strategy, Algorithmic Trading, M&A, Derivatives (Future and Options), BlockChain, and Crypto trading. His expertize on Large Data handling allowing him to develop Financial Model and Algorithmic Strategies with Research and Development.
In parallel, he has spearheaded complex telecom rollouts, SWAPs, and KPI-driven network optimizations for major players like Huawei, Ericsson, Nokia, Samsung, Zain, Du, STC and Vodafone.
His global footprint includes Critical Consultancy assignments in India, UAE, Saudi Arabia, Bahrain, Kuwait, Oman, Qatar, Germany, and China—offering high-level advisory to CXOs and Ministries alike. Joni has also developed Proprietary Tools for Network optimization and has a deep command of technical platforms like Actix, TEMS, MapInfo, and Huawei’s Unet.
Known for his strategic vision and relentless execution, Joni is a cornerstone of our team—bringing unmatched insight, cross-functional leadership, and a passion for building future-ready financial and telecom ecosystems.