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Bio

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Credentials

  • CFA level - III
    CFA Institute
    Apr, 2024
    - Apr, 2026
  • CFA level - II
    CFA Institute
    Jan, 2023
    - Apr, 2026
  • CFA level I
    CFA Institute
    Jan, 2022
    - Apr, 2026
  • Advanced Excel Tutorial Online
    Elearnmarkets
    Dec, 2021
    - Apr, 2026
  • Management Certificate for Concourse
    Ahmedabad University
  • Management Certificate for First Annual Economics Conference "50 Years of Bank Nationalism: Indian Banking at Crossroads"
    Ahmedabad University

Experience

  • Pi Square Investments
    • Ahmedabad, Gujarat, India
    • Financial Analyst (Buy-side)
      • Apr 2024 - Present
      • Ahmedabad, Gujarat, India

  • Acuity Knowledge Partners
    • Gurugram, Haryana, India
    • Analyst
      • Jan 2023 - Mar 2024
      • Gurugram, Haryana, India

      Worked with one of the top management consulting firms:1. As a part of the asset management benchmarking team, conducted a detailed study of the industry covering around 70% (roughly $79 trillion) of the global market.2. Performed in-depth asset manager revenue (pricing) analysis based on segment and channel categorization. The output of the study: - Came across idiosyncratic business models with their unique investment objectives and client base. - Developed an understanding of US and European markets and their crucial point differences.3. Staffed on a live case: Carried out and delivered end-to-end case on pricing analysis for traditional as well as alternative analysis for one of the top asset managers in the industry.

  • SKILLSPIRE
    • Ahmedabad, Gujarat, India
    • Research and Content Writer
      • Apr 2022 - Jun 2022
      • Ahmedabad, Gujarat, India

      - Performed in-depth research and conceptually built an educational module (Personal finance) for Paytm Money- Delivered high-quality written content (Blog) that was insightful, informative and entertaining- Built short format video content script for Genuine platform (short format educational content platform)

    • Finlatics Investment Banking Experience Program
      • Dec 2021 - Feb 2022

    • Core Committee Member
      • Jan 2019 - Jan 2021
      • Ahmedabad

  • Kalpfin
    • Ahmedabad, Gujarat, India
    • Project Intern
      • Dec 2019 - Jan 2020
      • Ahmedabad, Gujarat, India

      Mentor- Hinang Shah - Co-founder & CEO.Skills Used- Finance- Personal finance & money management, designing, Market research & Communication.Summary- 1. Market Research: Current investor Education programs are traditional classroom based which are not able to ensure adequate engagement levels. Hence learning levels are not enough to affect change in investor behavior. 2. Designing: Design a game which ensures adequate engagement level and learning follows effortlessly. 3. Personal Finance: Ensure all personal finance and money management concepts like incomes, expenses, savings, investment and borrowings are plugged in the game. 4. Communication & Presentation: Ensuring the right message reaches the concerned authority todo the required testing in an live environment for live feedback for iterations.Team Size- 5 team members including mentor.Key Outcomes - Got better understanding regarding financial securities available in the market and which securities contains how mush risk, return and liquidity in the market. - To be precise about this projects, gave a better understanding of the mutual funds, real estate and other financial securities. - This project teaches that why personal finance is important in everyone's life. - Helped in Improving communication skills, management skills and team building skills.

  • YES FOUNDATION (India)
    • Ahmedabad, Gujarat, India
    • Media for Social Change
      • May 2019 - Jul 2019
      • Ahmedabad, Gujarat, India

      Did a Research on how people of Kutch were affected by drought and what were the measures they took to avoid the disaster of drought. - Got an opportunity to live and work with people in rural areas. - Learned how NGOs are different from any govt. Body in terms of their hierarchy, Structure and function. - Improvement in self development goals that are: Communication skills, Presentation skills and Leadership skills.

Education

  • 2018 - 2021
    Ahmedabad University
    Bachelor of Business Administration - BBA, Finance, General

Suggested Services

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Industry Focus. “Investment Management”

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