Experience

BHATIA & CO, INC (CPAs)
• United States
• Accounting
• 1 - 100 Employee
• Financial Analyst

  • May 2022 - Present


Cube Wealth

• India
• Financial Services
• 1 - 100 Employee

• Strategy & Web3 Consultant

  • Oct 2021 - May 2022

  Our latest pivot entailed Cube Wealth definitively marking their move to web3. Enter the TIKKA Token, a globally disruptive Wealth Access Token (WAT) built on Polygon that aims at unlocking powerful wealth advisory in cryptocurrencies, NFTs, metaverse, and more.This pivot earmarked a company-wide shift in focus towards cryptocurrencies and blockchain. Our emphasis moved towards defining the application of the token, designing the project roadmap & eventually moving towards a successful IDO.Keeping this goals in mind, my role now shifted towards securing of crypto launchpads, shortlisting of crypto marketing agencies & aiding the creation of all ancillary materials (website, whitepaper, investor deck, etc.)

• Strategy & Growth Consultant

  • Jul 2020 - Sep 2021

  After being promoted to a full-time strategy consultant, I was awarded the responsibility of executing customer mining activities, fine-tuning our digital onboarding journey & overseeing the execution of our customer acquisition channels.Our customer mining activities centred around providing wealth advisory services to our premium subscriber base. My task entailed assisting with financial modelling and valuation of 25+ publicly traded Indian equities. We subsequently utilised this analysis to create & update 50+ investment portfolios.Key achievements during this period -• Navigated digital onboarding for 2 assets; enabling a 32% QoQ growth in revenue realisation• Grew mobile application installs to 19,000• Improved platform retention rate to 84%• Launch of premium subscription Cube PrimeThrough this period, my primary growth laid around balancing the designation and self-execution of my new roles. Also, working closely with the wealth coaches allowed me to develop a deep passion for the Indian equities and trading ~ which continues to this day.

• Strategy And Marketing Intern

  • Mar 2020 - Jun 2020

  I began my stint at Cube Wealth (funded by BEENEXT, 500 Startups, Asuka Holdings, etc.) by securing a 4-month internship at the height of the pandemic. I spent the first three weeks shadowing a variety of individuals from different teams, including sales and marketing. After the first three weeks, I was handed the reigns in managing our company’s website, 3 social media channels and acting as the liaison between the sales & marketing teams. Given that roughly 80% of our users are acquired organically, I worked closely with our SEO consultant and content writers in creating 25+ strategic landing pages, publishing over 50+ financial blogs & optimizing our website’s universal elements (including headers, footers & keyword combinations.)On the social media side, I managed the timely creation & uploading of engaging content around our 12+ asset classes on Instagram, Facebook & LinkedIn. In addition, I was given the ability to promote 3 investment webinars with industry stalwarts from WazirX, Marcellus & Purnartha.From a professional standpoint, I was able to build my foundation within the “Leads Generation” phase of the customer funnel & develop a key customer-centric perspective.



Duff & Phelps

• United States
• Business Consulting and Services
• 700 & Above Employee

• Valuation Analyst

  • Jun 2019 - Aug 2019

  I worked as a portfolio valuations intern at Duff & Phelps (now Kroll) on a 3-month contract. My role entailed aiding senior analysts in conducting valuations for incoming clientele, updating existing valuations with quarterly results & shadowing the regional director during valuation presentations. In order to effectively fulfil my role, I was initially required to undergo a 2-week training programme with junior analysts within the team. I was also made to complete numerous units of the Duff & Phelps University (training program for entry-level analysts) & apply said-coursework by completing numerous CFA-level valuation case studies. Once completed, I assisted the completion of 15+ end-to-end financial valuations using DCF & CCM models for firms funded directly by Abu Dhabi Investment Authority, SoftBank Group Corp. and Trinity Ventures. This experience allowed me to familiarise myself in interpreting & applying information from financial statements in addition to polishing my skills within business valuations. From a personal standpoint, it enabled me to gain significant client-facing exposure & improve my corporate communication and organisational skills.



Ernst & Young

• China
• Accounting
• 700 & Above Employee

• Valuation Analyst

  • Jun 2018 - Jul 2018

  • Researched on various Bombay Stock Exchange 200 companies by evaluating their financial reports, creating an acquisitions database for the past 3 financial years • Employed Comparable Companies’ Multiples (CCM), Net Assets Valuations (NAV) and Discounted Cash Flows (DCF) techniques to analyze 21st Century Fox and Sky plc merger • Streamlined valuation roll forwards for 25 investments by tuning worksheet interface and application • Researched on various Bombay Stock Exchange 200 companies by evaluating their financial reports, creating an acquisitions database for the past 3 financial years • Employed Comparable Companies’ Multiples (CCM), Net Assets Valuations (NAV) and Discounted Cash Flows (DCF) techniques to analyze 21st Century Fox and Sky plc merger • Streamlined valuation roll forwards for 25 investments by tuning worksheet interface and application

• Insurance Analyst

  • Jun 2017 - Jul 2017

  • Collaborated with the Federation of Indian Chambers of Commerce & Industry to compile research and draft the ‘Distribution in Health Insurance in India’ review • Conducted financial analysis in Excel employing consolidated financial statements over 12 quarters to consult on upcoming Bharti AXA General Insurance and Life Insurance merger • Worked with a team of 4 interns to identify key drivers of future health insurance market trends • Collaborated with the Federation of Indian Chambers of Commerce & Industry to compile research and draft the ‘Distribution in Health Insurance in India’ review • Conducted financial analysis in Excel employing consolidated financial statements over 12 quarters to consult on upcoming Bharti AXA General Insurance and Life Insurance merger • Worked with a team of 4 interns to identify key drivers of future health insurance market trends



tag8

• India
• Technology, Information and Internet
• 1 - 100 Employee

• Summer Intern

  • May 2016 - Jun 2016

  • Aided the development of an optimization model to redefine the retrieval strategy for over 1,500 international registered baggage that led to over $50,000 in savings • Liaised with a Market Research company employing SurveyMonkey and GoogleForms to review over 2,000 individuals’ process and ability to retrieve lost items • Formulated budget proposals for mobile application of lost items resulting in cost savings of $5,000 • Aided the development of an optimization model to redefine the retrieval strategy for over 1,500 international registered baggage that led to over $50,000 in savings • Liaised with a Market Research company employing SurveyMonkey and GoogleForms to review over 2,000 individuals’ process and ability to retrieve lost items • Formulated budget proposals for mobile application of lost items resulting in cost savings of $5,000