Kuneh Ghelani, CFA
Investments at Vivriti Asset Management- Claim this Profile
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English Full professional proficiency
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Hindi Professional working proficiency
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Gujarati Elementary proficiency
Topline Score
Bio
Credentials
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Chartered Financial Analyst® (CFA) Charterholder
CFA InstituteFeb, 2021- Oct, 2024 -
Associate Chartered Accountant (Non-Practising Member)
Institute of Chartered Accountants of IndiaJan, 2017- Oct, 2024
Experience
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Vivriti Asset Management
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India
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Investment Management
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1 - 100 Employee
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Investments
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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
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PwC India
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India
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Business Consulting and Services
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700 & Above Employee
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Senior Consultant
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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
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Consultant
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Aug 2017 - May 2019
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Articled Assistant
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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
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Education
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The Institute of Chartered Accountants of India
CA - Chartered Accountant, Accounting and Finance -
St. Xavier's College, Ranchi
Bachelor of Commerce (B.Com.), Accountancy -
Delhi Public School, Ranchi
SSC, High School/Secondary Diplomas and Certificates