About
A seasoned finance professional with experience in financial analysis, equity research, and portfolio management. Possesses advanced Excel skills, including pivot tables, complex formulas, and data visualization tools like Power BI and Tableau. Demonstrates strong project management and documentation abilities, with a proven track record of collaborating effectively with cross-functional teams to solve financial challenges.
Skills & Expertise (10)
Work Experience
Investment Banking Fellowship
Marquee Equity
Jan 2025 - Present
Reaching out to prospective stakeholders to develop an eco-system which thrives buyers and sellers of the investment banking related products. Teaching from the industry experts to better understand financial analysis, M&A and Financial Modeling.
Finance Consultant Intern
Prasuta Ventures
Feb 2025 - Mar 2025
Analyze financial reports, assist in budgeting processes, and support the development of financial forecasts. Participate in various projects, for the development of financial models of the chosen industry by the operations manager. Conduct research on economic trends and financial products to support investment decisions and client recommendations.
Finance and Research Analyst Intern
Gravitas Masters
Feb 2025 - Mar 2025
Conduct research on stock market trends, company performance, and macroeconomic factors affecting financial markets. Prepare weekly reports on stock performance, financial news, and economic indicators. Prepare periodic financial reports and presentations for internal reviews. Assist in monitoring live stock market trading and executing small trades under supervision. Work closely with the team to prepare reports and presentations for client meetings.
Equity Research Intern
Zainith Advisors
Jan 2025 - Feb 2025
Collaborated with the fund manager to develop primary coverage and daily stock analysis towards the preferred sector. Built financial models for the buy side research to understand Banking and NBFC sector stocks at a deeper level.
Equity Research Intern
The Prakir Finacademy
Nov 2024 - Jan 2025
Collaborated with senior analysts to build and maintain financial models, providing insights into revenue projections, margin analysis, and profitability. Conducted in-depth financial analysis and valuation of companies across FMCG, IT, and Power sectors using DCF, comparable company analysis, and precedent transactions. Prepared detailed equity research reports, including investment theses, industry trends, and stock recommendations for institutional and retail clients. Presented actionable investment ideas and findings during team meetings and client briefings, contributing to portfolio strategy discussions. Monitored and evaluated market developments, earnings releases, and macroeconomic factors impacting equity performance.
Summer Intern
State Bank of India
Aug 2024 - Nov 2024
Analyzed and processed loans to the SME sector using Financial Statement Analysis, Market Research, and Credit Monitoring Assessment Data. Developed business theses for various SMEs in Gujarat to support financing decisions and provided insights into their business outlook. Ensured responsibility and fairness in presenting company opinions for project approvals, maintaining compliance with financial standards.
Management Trainee
Empaxis Data Management Pvt. Ltd.
May 2024 - Jul 2024
To ensure complete Portfolio Accounting & Administration using accounting software like: - Advent Axys, APX, Tradar. Trade, cash & stock position reconciliation of custodian account to client accounts. Corporate action booking, price and reference data update, new account/portfolio set up, new security set up. Portfolio/fund performance update/calculation & validation as per GIPS. To ensure timely and accurate delivery of daily and periodic data processing of all Clients under one's team as assigned. To handle any escalation from Analyst w.r.t. any operational/ technical, process related, team related issue. To ensure proper documentation of workflow of all activities related to all the clients.
Finance Intern
Admit Media
Mar 2024 - Apr 2024
Analyzing concepts of investing in mutual funds, NPS, FD, tax saver funds and other investment options. Working on the concepts of portfolio management and risk management for the selection of stocks. Creating investment plan (IPS).
Member, Economics Wing-Metro Forum
Transport Review Forum
Oct 2020 - Aug 2022
Worked in a team of 4 in the Metro Rail Project, disposed to find necessary 'gaps' in the Detailed Project Report of Metro projects pertaining to Tier-II cities. Organized data and applied economic theories to give a better insights to the Metro Rail Project. Summarized theories and various sources of reports to substantiate the data. Co-authored and publicized research in National Rail Plan and implemented rail policies and used data interpretation and multivariate analytics to put forward the research project. Developing reports and visualising charts for analysing the Metro rail projects using R programming, secured a letter of recommendation from the chairperson for the same.
Education
Bachelor of Sciences in Economics, Mathematics and Statistics - CHRIST (Deemed to be University)
2019 - 2022 · Afghanistan
Certifications
Virtual Engineering Program
Goldman Sachs · 2022
Financial Analysis using Excel
JP Morgan & Chase · 2022
Financial Modeling
Skill nation · 2021
Introduction to Political Ideologies: Contexts, Ideas and Practices
IIT Madras · 2021
Investment and Trading Strategies
CHRIST (Deemed to be University) · 2020
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Skills (10)
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