Anupam Satyasheel, Founder, Managing Partner, and CEO of Occams Advisory Inc., established the company as a global financial advisory and business services firm that provides comprehensive solutions to the comprehensive requirements of small and medium-sized businesses (SMBs) throughout their lifespan. In addition, Occams Advisory has achieved a ranking on Inc. 5000's list of the fastest-growing private firms in America on seven occasions. Occams Advisory has been featured four times in the Financial Times' compilation of America's Fastest Growing 500 firms, as well as Fortune's first list of the 300 Most Innovative Companies.
Occams Advisory's operations and ethos are deeply rooted in its core values, which include human potential empowerment, commitment to social causes, and regenerative investment decisions. This alignment illustrates the potential of true North values to influence and propel successful business strategies. Anupam drew financial advisory inspiration from his Wall Street career, during which he observed a substantial disparity in the quality, scope, and sophistication of expertise that small and medium-sized businesses (SMBs) possessed in comparison to larger corporations. This realization was further solidified by an unplanned endeavor in which he assisted a friend in selling his food business.
Anupam believes that numbers serve as an effective equalizers, and he provides three significant figures to emphasize their importance to people. Occams Advisory, his primary entrepreneurial endeavor, has resulted in numerous accomplishments. These include: facilitating the growth and success of over 3000 small and medium businesses; receiving a remarkable 5/5 rating from more than 95% of their clients; empowering a total of 5500 professionals; maintaining a zero turnover rate for the past three years; and lastly, funding the education of over 37,000 children (equivalent to approximately twice the seating capacity of Madison Square Garden), with a majority of them being girls (over 60%).
For Anupam, recognition is a necessary consequence of marching ahead in life with purpose, he breaks these down into significant milestones: First was his high schooling, during which he did not receive a formal education for the first 13 years of his life because he grew up in a disadvantaged rural environment. Upon gaining admission to school in the 8th grade, his enthusiasm to maximize this opportunity propelled him to achieve the highest ranking among applicants for a prestigious business undergraduate program in India. Then, throughout his college years, Anupam managed to graduate with a GPA of 3.34, despite working an arduous 105 hours per week to cover his tuition expenses. He explains how his peers elected him to hold the esteemed position of general secretary, where he excelled as the top-performing client associate for most months. Later, he obtained an MBA from New York University's Leonard N. Stern School of Business, specializing in finance and economics. In addition, he spent a semester studying at the London Business School.
Although Anupam achieved six promotions over a span of four years in two different positions in India. He firmly believes that his most significant accomplishments are satisfied clients and loyal employees. In 2000, he relocated to the United States. During his second job, the employee club voted him chairperson on three separate occasions. Besides, Anupam holds certifications in property and casualty, health and life insurance, and Series 6 and 63 investment variable products. Anupam is an NSBA Leadership Council member, a Mensa member, and a Southern California chapter charter member of The Indus Entrepreneur.
Anupam shares his insights on his non-profit collaborations. Thanks to collaborations with Child Literacy, Blossom Projects, and The Art of Living, a significant number of children and young people have successfully finished their education, he adds. Through their partnership with the Polaris Project, they have successfully rescued numerous children and women from the horrors of human trafficking. Additionally, their generous contributions to Water.org have made a significant impact by providing clean water to those who desperately need it.
Occams Advisory's objective is to address this void by offering SMBs comprehensive, high-quality professional services from the inception of their business to its exit. Their tagline, "Inception to Infinity," illustrates the significance of our services throughout the entire lifecycle of their clients' enterprises. Their objective is to provide SMBs with clear, concise, and actionable guidance that simplifies complex business challenges, thereby empowering them. In addition to the accolades Occams Advisory has received, his insurance venture has won the Toppers Club twice and the Championship Club once.
The continuous growth and impact of Occams Advisory, as well as Anupam's broader contributions to society and the business world, are the foundation of his future ambitions and objectives. They intend to broaden their reach and influence by incorporating the following business lines: They aim to promote a regenerative economy by investing in companies aligned with our regenerative capital deployment philosophy and value preservation via equity and debt capital funds. For them, the goal is to revolutionize mental wellness by integrating ancient mindfulness practices with AI-driven, personalized emotional insights. They strive to enhance global accessibility to business and financial education while also making significant contributions to social causes, especially those related to education and child welfare.
Anupam's ultimate objective is to establish a legacy that surpasses conventional business success, which will have a palpable impact on the lives of entrepreneurs, communities, and the environment! Up until now, Anupam’s social media profiles and all the press articles about him have been available on the following websites:
• Forbes Article • Medium Profile • LinkedIn (Personal) • LinkedIn (Company) • Instagram
• Blossom Projects • Child Literacy • South County Chambers • Business Insider Article
• Press releases
Anupam Satyasheel
Managing Partner, Founder & CEO
Occams Advisory Inc.
Occams Advisory brings Fortune 500 expertise to medium and small businesses. We serve not only as a trusted advisor, but also as a growth partner to advance our clients through their business lifecycle, from Inception to Infinity.