Experience

Equity Methods

• United States
• Accounting
• 100 - 200 Employee

• Valuation Associate

  • Jul 2022 - Present



TRUST Mutual Fund

• India
• Financial Services
• 1 - 100 Employee

• Summer Intern

  • Jun 2021 - Aug 2021

  • Built financial models on Excel to analyze credit worthiness of Indian firms in financial sector by incorporating a variety metrics to evaluate Industry, Business, Financial, and Management risks• Pitched opportunities for investing in debt securities of high quality companies in the financial sector for the new TRUSTMF Short Term Fund based on analyzing financial statements of companies with models built earlier• Reported to the Assistant Vice President with weekly developments in trends and regulations regarding to Indian firms in the financial sector• Maintained a database to track new issuance of debt securities by portfolio companies in the financial sector



Bank Muscat

• Oman
• Banking
• 700 & Above Employee

• Equity Research Intern

  • May 2019 - Jun 2019

  - Analyzed major companies in the Oman cement industry and made investment reports describing qualitative and quantitative factors.- Used multiple valuation techniques like DCF, Market comparables, and Leveraged Buy-out analysis to determine intrinsic value of the companies.- Actively pitched investment ideas to the equity research department head with thorough presentations describing risk factors and growth opportunities. - Analyzed major companies in the Oman cement industry and made investment reports describing qualitative and quantitative factors.- Used multiple valuation techniques like DCF, Market comparables, and Leveraged Buy-out analysis to determine intrinsic value of the companies.- Actively pitched investment ideas to the equity research department head with thorough presentations describing risk factors and growth opportunities.



Accuwealth Advisors

• Intern

  • Jun 2017 - Jul 2017

  - Analyzed the investment landscape in India and the types of investment avenues through mutual funds- Conducted research on product choices for investors in mutual funds like Systematic Investment plans, Systematic Transfer Plans, and Systematic Withdrawal Plans.- Prepared a report on the various mutual fund sectors and garnered praise from the directors for the same - Analyzed the investment landscape in India and the types of investment avenues through mutual funds- Conducted research on product choices for investors in mutual funds like Systematic Investment plans, Systematic Transfer Plans, and Systematic Withdrawal Plans.- Prepared a report on the various mutual fund sectors and garnered praise from the directors for the same