Jun 2024 – Mar 2025 · 9 mos · Remote · Remote

Apr 2024 – Jun 2025 · 1 yr 2 mos · Remote · Remote

Feb 2023 – Dec 2023 · 10 mos · Bengaluru, Karnataka, India · Hybrid

• Worked on Product strategy from 0 to 1 to start communities for long term investors. Built and scaled an online community on Mutual Funds from 0 to 600k members in 6 months. Here's the link: https://front.page/mutual-funds-qna

May 2021 – Jan 2023 · 1 yr 8 mos · Bengaluru, Karnataka, India

Jul 2020 – Apr 2021 · 9 mos · Delhi, India

• Develop investment strategies and back test the strategies for products launched by AMC
• Prepare monthly investment outlook for equity schemes to be used in Factsheets and product reckoner
• Create product pitch docs, PPTs, FAQs, etc. from investment & regulatory perspective
• Cater to portfolio updates, analytics and product related queries, due diligence and incumbent issues
• Evaluate product retention and profitability for distribution agreements with channel partners
• Coordinate with all functional divisions i.e. Investment management, Sales, Compliance, Operations, Marketing for successful fund launch
• Monitor AMC funds and cater to any/all issues related to products/funds

Dec 2017 – Jul 2020 · 2 yrs 7 mos · New Delhi Area, India

• Actively assist in on boarding clients through customization of proposals and reviews of client portfolio, and devising value adding solutions through relevant and timely investment advise
• Work with internal teams (product/ sales/ trading) and external teams (consultants/ Independent Financial Advisors) to provide recommendations that may help to achieve client’s investment objective
• Accompany Relationship Managers to client meetings as Investment Advisor to better understand client requirements and provide apt investment advice
• Handle diversified categories of client basis their tax status, investment horizon, risk profile, deliverable requirements, and investment objective

May 2016 – Dec 2017 · 1 yr 7 mos · Mumbai Area, India

• Preparing Investment Proposals, Portfolio Reviews/ Recommendations and Monitoring the existing portfolios of HNI clients across asset classes
• Aid in client acquisitions through in depth client profiling, customised pitch books construction and asset allocation strategies
• Contributing to the MIS designing and reporting of the family office clients, monthly investment strategy, & other advisory collaterals

May 2015 – Jun 2015 · 1 mo · Mumbai Area, India

• Equity Research: In depth fundamental analysis of the Pharmaceutical Sector and various listed players in India. Report the recommended investments highlighting comparative study of the stocks on various parameters like financial analysis, business model viability and the like
• Debt Research: Estimate the potential entrants in Indian corporate bonds market through a structured process of evaluating the strategic plans, financial needs and cost versus returns of funds for corporate. Thereafter, chalk out the feasibility of the fund giver plan for SBI treasury

May 2012 – Aug 2013 · 1 yr 3 mos · Gurgaon, India

• Filing of corporate returns, issuing direct tax advisory and handling corporate litigations. Clients: Maruti, Philip Morris, Motherson Sumi
• Worked in the Client Acceptance due diligence process: Scope of Work, Authorisation of services, Anti Money Laundering Checks and the others
• Conceptualised Business Development through cross selling, leading to new client and project wins and hence, surging the team revenue

Oct 2011 – May 2012 · 7 mos · Gurgaon, India

• Successfully launched a pilot project for Cayman Islands team and henceforth led various innovative operational processes for the team
• Responsible for carrying out the comprehensive auditing procedures of financial reviews for the Cayman Islands hedge funds clients
• Point of contact for the onshore team to communicate the discrepancies noticed in the client papers and work allocation in the off shore team