Experience

• 

  Pi Square Investments

  • Ahmedabad, Gujarat, India

  • Equity Research Analyst

    • Apr 2021 - Present
    • Ahmedabad, Gujarat, India

    • Generated 19% alpha over Nifty 500 since May-21 and 12% alpha over S&P 500 since Sep-21 by crafting in-depth company and industry reports and building comprehensive valuation models to pinpoint high-growth investment opportunities.• Co-managed ~INR 102 crore family office portfolios, conducting monthly reviews to assess performance and refine strategies. Increased client trust fueled additional asset inflow.• Researched industry and macroeconomic trends to inform financial models and databases. Engaged in 100+ company management meetings, extracting insights about strategy, operations and financials to guide investment decisions.• Spearheaded the launch of fintech vertical 'PiNVEST'. Conceptualized the mobile application and website, collaborating with cross-functional tech teams for execution. Designed 3 mutual fund strategies, onboarding 40+ clients and achieving INR 25 crore AUM.• Streamlined financial modelling processes by 30%, boosting analyst efficiency and yielding high-quality reports that support data-driven decisions.• Contributed timely market analysis to "The Market Compass", a monthly investment insights newsletter with 200+ client readership, driving client engagement.

• 

  ANG Advisors

  • London Area, United Kingdom

  • Equity Research

    • Jan 2021 - Mar 2021
    • London Area, United Kingdom

    • Performed in-depth industry and competitive analysis across SaaS and Hospitality sectors for US and UK markets.• Developed comprehensive financial models (including TAM, revenue breakdown, DCF, and multiples) to identify undervalued assets and project future performance.• Collaborated with lead analyst to synthesize research insights, develop investment theses and deliver actionable recommendations with a 5-7 year time horizon.

• 

  Tavaga

  • Mumbai, Maharashtra

  • Research

    • May 2020 - Jun 2020
    • Mumbai, Maharashtra

    • Gained exposure to wealth management business, products, services and client’s financial needs.• Gathered data and interpreted information from industry publications and sources.• Comprehended details of research findings and created well written narrative-style reports.

• 

  Duff & Phelps

  • Mumbai, Maharashtra, India

  • Corporate Restructuring

    • Jul 2019 - Dec 2019
    • Mumbai, Maharashtra, India

    • Supported various financial advisory engagements (bid evaluation, buy/sell-side, cash flow monitoring) across diverse sectors like steel, auto components, leisure, consumer goods and real estate.• Researched and compiled in-depth company profiles, encompassing products, market presence, financials and key developments, to inform strategic decision-making.• Developed marketing materials (deal teasers, pitch decks) to promote investment opportunities and actively engaged with potential clients to secure new mandates.• Collaborated with the business development team to proactively identify potential restructuring targets based on financial risk assessments, leading to successful lead generation.