Kuneh Ghelani, CFA

Investments at Vivriti Asset Management
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Contact Information
us****@****om
(386) 825-5501
Location
Mumbai, Maharashtra, India, IN
Languages
  • English Full professional proficiency
  • Hindi Professional working proficiency
  • Gujarati Elementary proficiency

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Bio

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Credentials

  • Chartered Financial Analyst® (CFA) Charterholder
    CFA Institute
    Feb, 2021
    - Oct, 2024
  • Associate Chartered Accountant (Non-Practising Member)
    Institute of Chartered Accountants of India
    Jan, 2017
    - Oct, 2024

Experience

    • India
    • Investment Management
    • 1 - 100 Employee
    • Investments
      • Dec 2020 - Present

      In my current role at Vivriti AMC, my responsibilities are centered around the management of portfolio investments across funds. My role requires that I take complete ownership of the investment process with special focus on activities such as identification of potential investment opportunities, conducting due diligences on prospects, formulating investment rationales and ongoing monitoring. In evaluating investments, I undertake detailed and data-backed analyses that are tempered with discussions with various stakeholders such as senior management of the prospect, transaction advisors, lawyers, PE/VC investors and other market participants. I also work on structuring the terms of the investment transaction to capture potential upsides and mitigate risks. Show less

    • India
    • Business Consulting and Services
    • 700 & Above Employee
    • Senior Consultant
      • May 2019 - Dec 2020

      Worked as a Senior Consultant in the Financial Services practice of the PwC India firm. Experience in:‣ Assessment of capital and liquidity adequacy procedures of global banks vis-à-vis leading practices, Basel norms & country-specific regulations‣ Review of Treasury & Proprietary Investment frameworks of Banks covering multiple assets classes viz. Fixed Income, Public Equities, Alternatives‣ Defining and implementing analytics based target operating models for risk management functions of Banks in India‣ Advising MNCs in designing target operating models for functions such as corporate finance and treasury Show less

    • Consultant
      • Aug 2017 - May 2019

    • Articled Assistant
      • Aug 2013 - Jul 2016

      Worked as an articled/ audit assistant with experience in Statutory Audits, Internal Audits, Tax Audits, Compliances under the Income Tax Act & Companies Act Worked as an articled/ audit assistant with experience in Statutory Audits, Internal Audits, Tax Audits, Compliances under the Income Tax Act & Companies Act

Education

  • The Institute of Chartered Accountants of India
    CA - Chartered Accountant, Accounting and Finance
    2012 - 2016
  • St. Xavier's College, Ranchi
    Bachelor of Commerce (B.Com.), Accountancy
    2012 - 2015
  • Delhi Public School, Ranchi
    SSC, High School/Secondary Diplomas and Certificates
    1999 - 2012

Community

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