Senior Investment Associate

• Nov 2021 - Present

Portfolio Manager

• May 2014 - Present

- Managing an equity only long portfolio of domestic Indian stocks, well diversified into sectors such as Banking, Infrastructure, Pharmaceuticals and oil & gas. Time horizon for liquidation of portfolio is 3-5 years. - Responsible for capital preservation and maintaining appropriate stop losses for each stock. - Instrumental in preparing financial reports on said stocks with emphasis on fundamental analysis. - Active management in terms of optimal portfolio analysis using past prices/historical volatility to estimate over/under allocation to the basket of stocks that the portfolio is comprised of. Special analysis given to maximizing the Sharpe ratio and balancing Alpha with an acceptable level of standard deviation through excel models.

CFA Level 3 Candidate

• Aug 2019 - Present

Vice President

• May 2021 - Nov 2021

Portfolio Companies Included: InfraMarket (Series A), Zetwerk (Series A), FarMart (Pre-Series A), Xpressbees (Series B), Reshamandi (Pre-Series A), Mylo (Series A+) and late stage investments such as Pepperfry, Chaayos and Dealshare.

Senior Associate

• Apr 2020 - May 2021

Associate

• Apr 2018 - Mar 2020

Deal Advisory Valuations Analyst

• Dec 2015 - Mar 2018

- Responsible for extensive macro and micro research for business valuations and PPAs, using databases such as Capital IQ, Capitaline, Factiva, Thomson Research, Bloomberg etc - Instrumental in understanding and analyzing client data such as historical financials, forecast business plan, intangible assets etc and to effectively communicate the same to senior management and the client. - Extensive familiarity with financial modeling using excel for valuation engagements using the market, cost and income approaches. - Actively involved in the construction of the final report to be delivered to the client for each engagement. -Assisting all interns during their internship at all levels. - Integral in ensuring all risk compliances for engagements are completed on time. Industry experience: Roadways, Real Estate, PE Investments, Auto components and Pharma

Teaching Assistant

• Aug 2014 - Jul 2015

-Served as the Financial Modeling TA for the duration of my senior year, selected upon careful consideration from the professor and the existing TA's. My leadership responsibilities extended to juniors and seniors fulfilling this major requirement. - Actively involved in lectures to personally assist students on a one-on-one basis during class time. - Instrumental in conducting a two-hour weekly discussion section for students going over material discussed in class. - Responsible for grading quizzes/exams and ensuring students get appropriate feedback on their respective answer sheets. - Participate in weekly team meetings to discuss the agenda for the week and also make available time for possible questions that students might have outside of class.

Peer Mentor

• Aug 2014 - Jul 2015

-Selected as a peer mentor for the Economics department for the academic year of 2014-2015. -Responsibilities included sharing past college/work experiences with students and lend an inner perspective on higher-level economics courses. - Held office hours each week to be accessible to the student community for questions at those times. -Additional duties included directing the students to appropriate student resources and also assist them in matters relating to academic advising. - Effectively coordinated with a team to organize events that were sponsored by the Economics department on campus.

Finance Summer Intern

• Jun 2014 - Aug 2014

•Gained a deeper understanding of the role of behavioral finance in portfolio management •Worked closely on creating portfolios comprising of equities from different sectors of the economy. •Spent the larger portion of the internship reviewing past financial statements, evaluate future company plans and construct financial reports for the same •Gained a deeper understanding of the role of behavioral finance in portfolio management •Worked closely on creating portfolios comprising of equities from different sectors of the economy. •Spent the larger portion of the internship reviewing past financial statements, evaluate future company plans and construct financial reports for the same

Summer Internship

• Jul 2013 - Aug 2013

- Dwelled into the business drivers of and working of the Health Insurance industry with special focus on Finance, Business Excellence and Customer Service, Distribution Channels and Underwriting. - Took up real life assignments in some of these areas to make value add contributions and also enhance my own understanding of said business. - Created a module for the Human Resource department highlighting certain successful in-office practices and ideas on how to implement them in the head office.

Summer Internship

• Jun 2012 - Jul 2012

- Gained an understanding of the working of the print media industry with special focus on subscription, media sales and finance & accounts. Got an understanding of the key revenue verticals and the entire cash cycle. - Collaborated very closely with the newspaper section (Mail Today) of the company understanding the role of advertisements and the working of these financial drivers on a daily basis. - Gained an understanding of the working of the print media industry with special focus on subscription, media sales and finance & accounts. Got an understanding of the key revenue verticals and the entire cash cycle. - Collaborated very closely with the newspaper section (Mail Today) of the company understanding the role of advertisements and the working of these financial drivers on a daily basis.

Food Service

• Sep 2011 - May 2012

Worked throughout my freshman year while taking extra credits in college. Clocked in an average of 10 hours per week. My responsibilities included being a busser, food/line server and for the greater part of the spring semester, I was also responsible for taking up kitchen duties which included prep work and working on the live stir fry counter. Worked throughout my freshman year while taking extra credits in college. Clocked in an average of 10 hours per week. My responsibilities included being a busser, food/line server and for the greater part of the spring semester, I was also responsible for taking up kitchen duties which included prep work and working on the live stir fry counter.