The posting
Senior Backend Engineer – AI-Native
Wealth Management Platform
Samar Capital
About Samar Capital
Samar Capital is building one of India's first AI-first, Agentic Wealth Management
Platforms — a system designed to reimagine how Relationship Managers, clients, and
technology collaborate to deliver personalized financial advice at scale.
Our vision is to merge deep financial expertise with the power of AI, data engineering, and
modular SaaS tools. This platform will empower RMs and clients with real-time intelligence,
automation, and conversational interfaces, anchored on a data lake that integrates mutual
funds, PMS, AIF, insurance, and alternate asset data.
The Founders
Kunal Agarwal
Kunal has co-founded and sold two businesses in India successfully: Brattle Foods (acquired
by Future Group in 2014) and Priority Vendor (acquired by C2FO in 2019). Kunal holds an
AB Hons. Degree from Harvard College (2008) and is based in New Delhi.
George Mitra
George is currently the co-founder and CEO of Fintso. He has over 25 years of experience
in the wealth management industry in India, with deep domain experience in financial
planning, B2C marketing and product management. He was part of the founding team of
Avendus Wealth and as CEO managed over $4 Billion of Client Assets. Prior to Avendus,
George spent over 13 years with Deutsche Bank, leading North India and NRI wealth.
George is based in New Delhi.
George and Kunal have known each other for about 10 years and have unique access to
India's financial and retail ecosystem.
About the Platform
Our platform will fundamentally change how wealth management is delivered in India by
creating an AI-assisted agentic flow — where human Relationship Managers are
empowered by an RM Co-Pilot, and clients interact with a personalized advisory AI layer.The system integrates seamlessly across third-party SaaS providers, regulatory APIs, and
financial data networks.
Core elements include:
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Cloud-native, API-first architecture
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Unified Data Lake for all client holdings and interactions
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AI-driven CRM & RM Assist modules (lead scoring, client insights, opportunity
detection)
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Client-facing portals with goal-based analytics and compliance automation
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Integration with custodians, fund houses, and payment systems
This is a once-in-a-generation opportunity to build the core technology powering a wealth
firm that is AI-native, compliance-ready, and designed to scale to ₹50,000 Cr+ AUM in the
coming years.
The Role
With Engineering Leadership already identified, we are assembling a founding engineering
team of 5–6 senior developers to build and scale the backend, AI integration, and data
systems. These hires will work directly with the Technical Lead, Product Head, and Founders
to deliver the first production release of the platform.
You will focus on:
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Building and scaling backend and AI infrastructure
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Integrating data pipelines, SaaS modules, and APIs
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Architecting extensible systems for future AI workloads (LLMs, agentic bots,
recommendation systems)
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Delivering clean, maintainable, production-grade code under startup velocity
Requirements
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Strong experience in backend or full-stack development (Python, Node, Java,
Go)
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Exposure to cloud infrastructure (AWS/Azure/GCP), data lake systems, and
scalable API design
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Experience integrating AI/ML pipelines, inference APIs, or large-scale analytics
workflows
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Understanding of fintech or data-heavy ecosystems (finance, payments, SaaS)
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5–12 years total experience, depending on seniority level
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Ability to work independently in a high-velocity, build-from-zero environment
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Deep interest in AI, automation, and transforming user experience through
intelligent systems
