Mumbai, Maharashtra, India
CFA L2 CANDIDATE NISM VA / VIII / XII / XV
Conducted in-depth research collating and analyzing fundamentals of listed companies, evaluating revenue drivers, margin trends, capital structure, and growth outlook using company filings, industry reports and publicly available data. Monitored earnings calls and reviewed management commentary, investor presentations and company disclosures to assess the business outlook and industry positioning. Prepared 50+ IPO notes and investment research notes, analyzing business models, industry dynamics and valuation frameworks across multiple sectors, including industrials, consumer, healthcare, and materials. Prepared client-facing investment reports and pitch decks synthesizing fundamental and qualitative insights to support investment recommendations.
Goodfellows is a initiative by Ratan Tata.I worked in the finance department as an intern and learned various concepts such as valuation and analysing reports. Settling accounts of the company's events and performing competitive analysis for the company in the industry were also a part of my job profile.
Performed comparative financial and operational analysis of senior-care competitors to identify market positioning and strategic differentiators. Oversaw event finances, tracking budgets and expenses to ensure accurate reporting and improved cost control.
Tutored underprivileged students in Mathematics and English while designing practice materials and mock tests to strengthen core concepts and improve academic performance.
I volunteered at a NGO as an mathematics teacher to help the underprivileged.