Nyari Mehta

Associate Consultant

Mumbai, Maharashtra, India3 yrs 8 mos experience

Highly Stable

Key Highlights

Strong foundation in Private Equity and Wealth Management
Experience across multiple finance roles and internships
Proven ability to conduct in-depth financial research

Stackforce AI infers this person is a Private Equity and Finance professional with a strong focus on research and analysis.

Contact

Skills

Core Skills

Private Wealth ManagementFintech ResearchMergers & AcquisitionsFinance ResearchAccounting

Other Skills

Business AnalysisData AnalysisFinancial AnalysisFinancial ModelingFinancial PlanningFinancial ResearchInvestor RelationsMicrosoft ExcelPortfolio ManagementResearchSpeed ReadingTax ComplianceTeamwork

About

I am a Native to the world of Private Equity, Venture Capital and Alternatives hiring. Pursued International Masters in Business at SDA Bocconi Asia Center, Mumbai, the Pan-Asia College of SDA Bocconi School of Management, Italy with majors in Finance helping me build strong foundation in Private Equity, Wealth Management, Asset Management, Mergers & Acquisition, Personal Finance, Financial Planning, Human Resource Management, Consultancy and more. Self Motivated, Confident and Striving for Excellence in whatever I do.

Experience

Native

Associate Consultant

May 2021 – Jan 2025 · 3 yrs 8 mos · Mumbai, Maharashtra, India

Native connects people and organizations so that they grow effortlessly. We understand the lay of the land through a unique blend of instinct and data. And we use this to help people and organizations make smart decisions about where and with whom they work. We call this the Power of Informed Intuition. With a reach across 15 industries, our 100+ consultants across our 3 offices - Mumbai, Delhi and Bangalore have helped over 3000+ business leaders find companies Native to them.

Icici securities

Private Wealth Management Intern

Jun 2020 – Aug 2020 · 2 mos · Mumbai, Maharashtra, India

Researched various products across Portfolio Management Services and Alternative Investment Funds (PMS & AIF)
Reviewed present and past fund performances along with summary and investment portfolio holdings - DPMS, NDPMS
Studied regulations by SEBI, disclosures and fund policies by Companies, their applicability and significance for HNIs/UHNIs
Prepared Portfolio Proposals for RMs to advice clients on comprehensive insights which led to better decision making

Portfolio ManagementFinancial AnalysisFinancial PlanningPrivate Wealth Management

The fintech meetup

Research Analyst

Apr 2020 – Jun 2020 · 2 mos · Mumbai, Maharashtra, India

Conducted primary and secondary research involving discussions with startup founders/players by understanding solutions/services offered
Prepared business models, funding analysis, revenue streams, SWOT for the fintech ecosystem at large for their new Initiative - Connexdoor
Participated and led workshops through The Fintech Masterclass

ResearchBusiness AnalysisFintech Research

Valuecraftz

Finance Intern

Dec 2019 – Feb 2020 · 2 mos · Mumbai, Maharashtra, India

Ideated and assisted on deals related mid market transactions with an average market value between $5M and $100M
Drafted Investor Pitchdecks, Information Memorandums, Business Models and Financials for initialization stage of M&As

Financial ModelingInvestor RelationsMergers & Acquisitions

Times internet

Finance Research (ETBFSI and ETCFO)

Apr 2019 – Jun 2019 · 2 mos · Mumbai, India

Studied the impact of industry changes by giving data inputs to make summarized strategic decisions for news articles
Covered industry events along with interviewing and networking with senior professionals, CXOs/founders from BFSI

Financial ResearchData AnalysisFinance Research

Ca ashish kamdar & company, chartered accountant

Article Trainee

Oct 2016 – Feb 2018 · 1 yr 4 mos · Mumbai, Maharashtra, India

Actively engaged with firm clientele and helped them in various timely compliances and financial analysis which included preparation, drafting, computation of various direct, indirect tax return filings,recording and evaluating sector audits, documentations, scrutinies and more.
Handled statutory audit of the State Bank of India during articleship and lead a team of six involving Cash Verification Procedures, Tax Related Items, Verification of Loan Accounts, KYC Compliance, Long Form Audit Report

Financial AnalysisTax ComplianceAccounting