Bio
Credentials
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Chartered Financial Analyst (CFA) Level 2
CFA InstituteJan, 2024- Apr, 2026 -
Hedge Fund Fundamentals
Corporate Finance Institute® (CFI)Sep, 2023- Apr, 2026 -
Corporate Finance Fundamentals
Corporate Finance Institute® (CFI)Jul, 2023- Apr, 2026 -
Introduction to ESG
Corporate Finance Institute® (CFI)Jul, 2023- Apr, 2026 -
Chartered Financial Analyst (CFA) Level 1
CFA InstituteOct, 2022- Apr, 2026 -
Comparable Valuation Analysis
Corporate Finance Institute® (CFI) -
Lean Six Sigma Yellow Belt Certification
Binghamton University School of Management
Experience
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Polymath Advisors
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Mumbai, Maharashtra, India
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Investment Banking Analyst
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Dec 2023 - Present
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Mumbai, Maharashtra, India
- Lead Banker in Series A funding round for a disruptive logistics tech company.- Lead banker in the bridge round for a high-protein foods and beverage company.- Preparing for Series B Funding- Evaluating Potential SPAC Mergers- Leading US company's IPO efforts to secure a listing on Nasdaq.- Developed and implemented financial modules.- Crafted compelling pitch decks.- Adept at pitching business models to financial investors, effectively communicating value propositions.- Improving negotiation skills while working directly with the MD, who has a proven track record of securing favorable terms during fundraising processes.
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Consultant
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Jul 2023 - Present
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App2Build
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Mumbai, Maharashtra, India
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Educator
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Jan 2024 - May 2024
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Mumbai, Maharashtra, India
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LinkedIn Creator's Club
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Mumbai, Maharashtra, India
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Finance Content Creator
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Aug 2023 - Dec 2023
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Mumbai, Maharashtra, India
While preparing for my CFA Level 2 exam, I've taken a break from my job to focus. During this time, I'm educating CFA candidates and sharing insights on various finance-related topics, such as the security market, geopolitical current affairs, ESG, startups, and careers in finance, on LinkedIn.
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India
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Appliances, Electrical, and Electronics Manufacturing
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1 - 100 Employee
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Management Team Member
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Jan 2023 - Jul 2023
-Conducted comprehensive market research to identify a high-growth segment with 20%annual revenue potential.-Sourced alternative raw material suppliers, reducing COGS by 15% and achieving cost leadership in the market.-Implemented new financial reporting procedures, leading to a 10% improvement in accuracy and transparency.
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Quality Engineer
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Jun 2021 - Dec 2022
-Monitored battery health of electric scooter fleet, ensuring optimal performance and preventing service disruptions.-Developed and implemented a preventive maintenance program for electric vehicle batteries, leading to a 15% decrease in replacement costs.
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Stones hydroponics
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Nashik
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Founder
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Oct 2020 - May 2021
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Nashik
A hyper-growth hydroponics project, cultivating diverse crops like lettuce, cauliflower,and other green crops.Increased crop yields by 50% compared to traditional farming methods, achieving profitability within 3 months.Generated INR 10 lakhs in revenue through local and export sales, securing contracts with majorgrocery chains, in 6 months span.Successfully transitioned the project to Groverafarms.
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Tech Mahindra
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Pune, Maharashtra, India
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International Sales Team Lead
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Jan 2020 - Sep 2020
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Pune, Maharashtra, India
• Boosted sales of premium smartphones (Samsung, Apple iPhone, etc) by 25%.• Developed and implemented a $1 per day EMI scheme, leading to a 130% increase in iPhone sales and attracting 600 new customers.• Successfully acquired 90 high-value corporate clients from competitors by offering customized product bundles and exceptional service.• Maintained a 95% customer retention rate by implementing a proactive loyalty program and exceeding customer expectations.My client base primarily comprised customers from Australia, New Zealand, the United Kingdom, and various other European countries.
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Metaroll Ispat
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Jalna, Maharashtra, India
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Student Intern
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Jul 2019 - Dec 2019
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Jalna, Maharashtra, India
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Novara Capital
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Pune
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Founder
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Jan 2017 - Nov 2018
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Pune
Grew portfolio by 50% through strategic management of 20 bitcoins for 50 clients.Developed and implemented research-based trading strategies that yielded an average return of 400% over 9 months.Executed profitable trades across various cryptocurrency markets, identifying and capitalizingon market trends.Secured strategic partnership with Gain Bitcoin, resulting in a 20% increase in client acquisition.
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STUDENT MEMBER SECRETARY
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Aug 2017 - May 2018
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Rajuri Steel
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Jalna, India
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Student Intern
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Jun 2017 - Aug 2017
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Jalna, India
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Education
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2016 - 2020Vishwakarma Institute Of Technology
Bachelor of Technology - BTech, Industrial and Management
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