Jul 2025 – Present · 8 mos · Indore, Madhya Pradesh, India · On-site

Apr 2025 – Present · 11 mos · Gurugram, Haryana, India · On-site

• I had the privilege of teaching Mergers & Acquisitions and Corporate Restructuring to flagship course students, bringing real-world experience into the classroom.
• I have also taken multiple seminars and webinars for Capital Markets and Trading program.
• I will be teaching Security Analysis and Portfolio Management course to Undergraduate students in March-April 2026.
• Developed a curriculum that spanned basic to advanced M&A topics, including negotiation and financing structures.
• Facilitated engaging simulations and discussions, fostering a practical understanding of corporate strategies.
• Utilized my corporate experience from Deutsche Bank Investment Banking and a successful acquisition I was myself a part of (PhonePe acquisition of WealthDesk) to enrich student learning.

Jan 2025 – Jun 2025 · 5 mos · Indore, Madhya Pradesh

Jul 2024 – Jan 2025 · 6 mos · Bengaluru, Karnataka, India · On-site

• As the Head of Business for Equities, I drive growth strategies for the equity segment, encompassing both delivery and intraday products. My focus areas include:
• Product Strategy: Spearheading initiatives for equity-focused offerings such as factor analysis, WealthBaskets, and collections involving stocks or ETFs
• Customer Insights & Personas: Building detailed customer personas to craft tailored strategies for acquisition, activation, and retention
• Data-Driven Optimization: Analyzing key metrics like push notification and email open rates, time spent on content, conversion ratios, and CTRs to develop strategies for continuous improvement
• Cross-Functional Collaboration: Partnering with content, design, and video teams to create compelling assets that drive engagement and growth across CRM and other channels

Aug 2022 – Oct 2024 · 2 yrs 2 mos · Bengaluru, Karnataka, India · On-site

• As the Head of Content and Education at Share.Market, I played a key role in building the brand from scratch, and was involved in the successful launch of the broking platform in August 2023.
• As part of the top management team, I led the strategy and execution of content initiatives that shaped the platform’s identity and user engagement.
• Key Highlights:
• Strategic Leadership: Designed and executed the content strategy, aligning with business, product, and compliance goals. Built a 10-member team from scratch, including writers, designers, and video editors
• Content Ownership: Created and reviewed customer-facing content, including FAQs, product notes, push notifications, emails, and videos. Led content for products like factor analysis, WealthBaskets, technical analysis tools, derivatives, etc.
• Social Media Growth: Developed the social media strategy, growing followers across social media channels quickly and launching a YouTube presence with engaging financial content
• Video Production: Set up an in-house studio, scripting and anchoring short and long-form videos, including 1-hour education modules and market explainer videos. Collaborated with The Economic Times on factor analysis videos
• Market-Focused Content: Monitored daily stock market trends to create timely, relevant content in static and video formats. Published blog articles to establish thought leadership
• Collaboration and Training: Worked closely with compliance, product, analytics, customer success, PR and brand marketing teams. Conducted training for internal teams on financial concepts
• Media Recognition: Featured in MoneyControl, Zee Business, Mint, and Business Standard, contributing to Share.Market's visibility
• From setting up the brand identity to creating high-impact educational content, I’ve ensured Share.Market stands out as a trusted name in the broking space

May 2021 – Aug 2022 · 1 yr 3 mos · Mumbai, Maharashtra, India · On-site

• Led partnerships and sales at WealthDesk, a B2B2C platform enabling SEBI-licensed RIAs and RAs to offer curated portfolios (WealthBaskets) to broking customers
• Scaled the platform by increasing:
• WealthBasket curators from 5 to 25.
• Broking partners from 10 to 20.
• Introduced 5 independent distributors from scratch
• Managed and developed end-to-end responsibilities for curators and brokers, including outreach, negotiations, onboarding, and servicing
• Worked closely on product management, conceptualizing new features and implementing logics for initial investment and rebalancing for WealthBaskets
• Instrumental in scaling the startup from 15 to 50 employees and setting up customer success, operations, and partnerships teams
• Played a key role in handling compliance and legal functions within a tightly regulated industry
• WealthDesk got acquired by PhonePe in August 2022 and hence I transitioned to PhonePe

Oct 2018 – Apr 2021 · 2 yrs 6 mos · Mumbai, Maharashtra, India

• Portfolio Management for HNI / UHNI clients, PE and VC partners
• Understand and pertain to solve any financial service requirement for founders and promoters, specially start ups
• Analyze the risk profile, recommend appropriate asset allocation and provide continuous detailed analytics on the overall portfolio of the client
• Provide gateway into Edelweiss Financial Services and the network to the clients
• Be the single point of contact for any advise and help related to financial services

Sep 2016 – Sep 2018 · 2 yrs

• Over 2 years of hands-on experience in origination and execution of ECM transactions in India
• Worked on the analysis and development of transaction ideas for discussion with clients, marketing and investor targeting analysis, equity fund raising process for different products
• Overall coordination of transactions from mandate to closing which involved managing marketing processes like roadshows, investor education, book building, among others
• Updating senior bankers and clients on market movements, views on global economy and its impacts
• Key transaction experience:
• US$1.0bn IPO of Embassy Office REIT (2019) - India's first ever REIT to be listed
• US$1.7bn IPO of GIC Re (2017) - India's first Reinsurance company to be listed, largest IPO since 2010, 3rd largest IPO ever
• US$1.3bn IPO of SBI Life (2017) - India's 2nd largest life insurance IPO at the time of listing
• US$903m IPO of ICICI Prudential Life Insurance (2016) - India's 1st life insurance company to be listed
• US$2.3bn QIP of SBI (2017) - Largest QIP ever
• US$387m QIP of Federal Bank of India (2017)
• US$75m block sale for Manipal promoters in Quess Corp Limited (2018)
• US$289m block sale for IHH Healthcare stake in Apollo Hospitals Enterprise Ltd (2017)
• US$550m block sale for ING Mauritius stake in Kotak Mahindra Bank (2016)
• OFS of BEL, NALCO, NLC (2017)

Apr 2014 – Sep 2016 · 2 yrs 5 mos

• Worked for REIT sector of Australia - buy-side/sell-side, M&A, IPO, debt and equity raising transactions
• Responsibilities involve creating RRFPs, pitch books, financial models, industry research, company profiling, valuations, information memorandums
• Transaction experience:
• A$910m IPO of Viva Energy REIT (2016) - largest Australian IPO of the year
• A$500m Institutional placement for DEXUS Property Group (2015)
• Acquisition (c.A$2.5bn) of Investa Office Fund by a DEXUS Property Group - deal lapsed due to requisite shareholder voting for approval falling short, a classic failed acquisition case

Feb 2013 – Feb 2014 · 1 yr · IIM Indore

• Managing a team of 18 members, collectively responsible for building portfolio and investing money contributed by students into various asset classes, using strategic and tactical asset allocation
• Successfully raised more than Rs. 5 lacs for Voyage Capital from participants
• Track automobile, telecom and education sector
• Trade in derivatives, developing option trading strategies, use dynamic hedging when appropriate
• Take regular sessions for the participants at IIM Indore, helping them learn nuances of savings and investments, fundamental and technical analysis, etc.
• Conduct various events, quizzes, competitions and guest lectures
• Successfully tied up with Geojit BNP Paribas as our main sponsor for the events
• Interviewed candidates from junior batch for selection into the team
• Wrote several articles time to time on various topics like rupee depreciation and impact on Indian Stock Market; Fundamental Analysis: not working in India; equity research reports on Tata Motors, Frensius Kobo Oncology, etc.
• Supervised the development and launch of official website for Voyage Capital, indigenous templates for equity research reports and sector reports, and articles

Aug 2012 – Feb 2013 · 6 mos · IIM Indore

• Responsible for investing in stocks, gold & derivatives in Mutual Fund
• Responsible for tracking Economic scenarios and stocks in Automotive Sector
• Organize the competitive events, workshops and guest lectures

Nov 2011 – Mar 2012 · 4 mos

• Undertook consulting studies in market research, spend analysis, business forecasting & customer satisfaction
• Conducted market sizing study on contact lens market of Europe, carried industry & company analysis and suggested market strategies to maximize the client’s share potential
• Used Regression, Discriminant, Cluster Analysis in SPSS to carry out multiple customer satisfaction studies
• Regular client interaction and involvement in end-to-end project management; managed a team of 3 analysts

Jul 2010 – Nov 2011 · 1 yr 4 mos

• Carried out various customer satisfaction studies using statistical tools and techniques and using SPSS; the insights helped the client to increase revenues by approx 25% in two successive quarters.
• Analyzed retail sector for a major retail player based in Europe, with major focus on financials and market sizing for contact lens product.
• Built excel model to auto-clean and transform the customer data, making it ready for analysis. The VBA code reduced the time taken for the process by 80%.

Jun 2010 – Jul 2010 · 1 mo

• Collecting requisitions from various departments across the plant, contacting the suppliers/vendors for the same, vendor analysis, negotiation, making purchase orders, quality checking and follow up.