Experience

Equity Math - SEBI-Registered PMS Distributor

• India
• Financial Services
• 1 - 100 Employee

• Sales and CRM

  • Aug 2021 - Present

  Mumbai, Maharashtra, India Equity Math has designed a framework for selecting fund manager for listed equities. Conviction is the cornerstone of client-PM (portfolio manager) relationship. Focus is to help (i) Resident; and (ii) NRIs appoint PM to manage their portfolio of listed equities in India. Post-that it does continuous monitoring and reporting to help time follow-on buying. This is done under the guidance / at the direction of the PM. Eventually, this leads to alpha-generation. All services… Show more Equity Math has designed a framework for selecting fund manager for listed equities. Conviction is the cornerstone of client-PM (portfolio manager) relationship. Focus is to help (i) Resident; and (ii) NRIs appoint PM to manage their portfolio of listed equities in India. Post-that it does continuous monitoring and reporting to help time follow-on buying. This is done under the guidance / at the direction of the PM. Eventually, this leads to alpha-generation. All services of Equity Math are cost neutral to the end-client. Show less



Aditya Birla Capital

• India
• Financial Services
• 700 & Above Employee

• Sales and CRM

  • Jan 2014 - Present

  ABML is the brokerage arm of Aditya Birla Group. I am associated with Aditya Birla Money as an Authorised Person (since 2014) to cater clients who need full scale broking services. My association with ABML has allowed me to expand my network and remain updated on all aspects on the market.



Care Portfolio Managers

• Sales and CRM

  • Dec 2016 - Sep 2019

  Mumbai, Maharashtra, India Care PMS, a SEBI registered PMS, focused on investing in small caps was among the top 3 performing PMS in India till SEBI's new classification of Large, Mid and Small cap came into effect with restriction on MFs wrt to how much they can invest in Small Caps. My role was to spear head sales and convert leads to clients. Clientele was 50% domestic and balance were NRIs primarily from the middle east. Therefore, for CRM and new client acquisition I had to make frequent visits to Dubai and Abu… Show more Care PMS, a SEBI registered PMS, focused on investing in small caps was among the top 3 performing PMS in India till SEBI's new classification of Large, Mid and Small cap came into effect with restriction on MFs wrt to how much they can invest in Small Caps. My role was to spear head sales and convert leads to clients. Clientele was 50% domestic and balance were NRIs primarily from the middle east. Therefore, for CRM and new client acquisition I had to make frequent visits to Dubai and Abu Dhabi. I also ventured into creating new market for Care PMS by travelling to Doha, Qatar and Hong Kong. During my tenure my learning was not limited to sales process and CRM but also included (i) rationale behind portfolio structuring; (ii) thought process for entry and exit from a portfolio company; and (iii) HNI mindset while deciding how much wallet share to give to a portfolio manager. Show less



Shah Investor's Home Ltd.

• India
• Financial Services
• 1 - 100 Employee

• Research Analyst

  • Oct 2011 - Dec 2013

  Mumbai SIHL, an Ahemdabad based (securities) brokerage firm, with presence in Mumbai and Gujarat. My role was engage in Option trading for their prop desk and head their advisory business for retail clients in Mumbai. The role also involved frequent travel to Gujarat for conducting training sessions to Franchisees on ideas in Option instruments to generate annuity via Option writing/trading. Through my tenure at SIHL I was able to connect with market participants and end-clients and learning… Show more SIHL, an Ahemdabad based (securities) brokerage firm, with presence in Mumbai and Gujarat. My role was engage in Option trading for their prop desk and head their advisory business for retail clients in Mumbai. The role also involved frequent travel to Gujarat for conducting training sessions to Franchisees on ideas in Option instruments to generate annuity via Option writing/trading. Through my tenure at SIHL I was able to connect with market participants and end-clients and learning their psychology highlighted the importance of vacuum between investment products and clients. Show less



Nirmal Bang

• India
• Financial Services
• 700 & Above Employee

• Research Analyst

  • Sep 2009 - Oct 2011

  Mumbai Nirmal Bang is a Mumbai-based (securities) brokerage firm with Pan-India presence. My role was to analyse quantitative data in the derivatives segment and report to the prop desk managed by promoter Mr. Dilip Bang. Additionally, I was to update the promoter on news impact after speaking to the corresponding sector analyst from the institutional research team. Through my tenure, I was able to gain deep understanding of Indian equity market, derivatives segment, arbitrage operations and… Show more Nirmal Bang is a Mumbai-based (securities) brokerage firm with Pan-India presence. My role was to analyse quantitative data in the derivatives segment and report to the prop desk managed by promoter Mr. Dilip Bang. Additionally, I was to update the promoter on news impact after speaking to the corresponding sector analyst from the institutional research team. Through my tenure, I was able to gain deep understanding of Indian equity market, derivatives segment, arbitrage operations and Option trading. Show less



Sutherland

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

• Research Analyst

  • Jun 2007 - Jan 2009

  Adventity was a knowledge process outsourcing company based out of Thane, Mumbai. The company delivered value to its customers in the US and Europe by delivering quality research and analysis. My role was to prepare financial models including earnings models, project finance, and M&A.



Gridstone Research

• Financial Services
• 1 - 100 Employee

• Research Associate

  • Nov 2005 - Jun 2007

  Mumbai Gridstone Research, a tech start-up, focused on reducing time spent by Fund Managers in US equities on compiling QT (quantitative) and QL (qualitative) data. My role was to compile data from Earnings Press Releases, 10Qs, 10Ks and Conference call transcripts to write snippets and summary of management commentary. I was a founder batch employee and had received training directly from the Founders (ex-INFY middle and senior management)