Experience

PNB Investment Services Ltd.

• India
• Financial Services
• 1 - 100 Employee

• Analyst For Corporate Advisory Vertical

  • Nov 2023 - Present

  Mumbai, Maharashtra, India Currently Working On Debt Financing And BD



ARTH VRITT CAPITAL

• India
• Financial Services
• 1 - 100 Employee

• Investment Banking Analyst

  • Jul 2023 - Sep 2023

  Mumbai, Maharashtra, India I embarked on an M&A project focused on Cold Storage facilities. My journey began by closely collaborating with the selling party to document essential preliminary information. Subsequently, I initiated the creation of concise 1-pager and 2 -pager documents tailored for professionals within this sector. These documents served as a foundation for conveying vital details.As the project progressed, I undertook comprehensive research efforts, delving into intricate aspects to compile a… Show more I embarked on an M&A project focused on Cold Storage facilities. My journey began by closely collaborating with the selling party to document essential preliminary information. Subsequently, I initiated the creation of concise 1-pager and 2 -pager documents tailored for professionals within this sector. These documents served as a foundation for conveying vital details.As the project progressed, I undertook comprehensive research efforts, delving into intricate aspects to compile a thorough and informative PowerPoint presentation. This presentation encompassed A to Z information, meticulously crafted to cater to the interests of potential clients. The project demanded extensive research and diligence, and our efforts culminated in meetings with prospective clients to explore further opportunities within the Cold Storage sector.

• Finance Trainee

  • May 2023 - Jun 2023

  Mumbai, Maharashtra, India I initiated work on an import-export business with the aim of achieving a sales target of 100 lakh. This involved making critical individual/Team decisions and providing CFO services for companies, including tasks such as cash flow management, sales budgeting, MIS reporting, and restructuring the organizational structure. In addition, I seized the opportunity to finance a real estate company. In this role, I created multiple MIS reports to gain deeper insights into the company's… Show more I initiated work on an import-export business with the aim of achieving a sales target of 100 lakh. This involved making critical individual/Team decisions and providing CFO services for companies, including tasks such as cash flow management, sales budgeting, MIS reporting, and restructuring the organizational structure. In addition, I seized the opportunity to finance a real estate company. In this role, I created multiple MIS reports to gain deeper insights into the company's financial health, debt, and other key metrics. Subsequently, I began crafting debt proposals, including Cash Credit (CC), Letter of Credit (LC), and Bank Guarantee (BG), as well as machinery proposals for equipment such as cranes and concrete machinery." Furthermore, I collaborated with a team on various projects, including conducting company analyses for recently listed stocks, analyzing CIBIL reports, and managing TDS returns.



NAYAN AND ASSOCIATES

• India
• Architecture and Planning
• 1 - 100 Employee

• Accounting and Bookkeeping

  • Dec 2022 - Feb 2023

  Navi Mumbai, Maharashtra, India I have worked every Saturday, handling day-to-day client interactions and being responsible for bookkeeping