Oct 2024 – Jun 2025 · 8 mos · Gurugram, Haryana, India · On-site

• Led the wealth business at Stashfin, spearheading the launch of a corporate bond distribution platform—an initiative designed to expand the company’s offerings beyond its core lending vertical.
• Strategic Ownership: Defined the product-market fit for corporate bonds in a largely untapped segment, adopting a customer-first approach to position bonds alongside mutual funds and equities in user preference.
• First-Mover Execution: Positioned Stashfin as an early entrant in the retail corporate bond distribution space by leveraging its lending foundation to build trust and seamless investment flows.
• End-to-End Product Leadership: Drove product strategy, design, and execution across lifecycle stages, from discovery to launch, with a focus on scalability and compliance.
• Cross-Functional Leadership: Worked closely with engineering, marketing, compliance, and leadership teams to deliver a compliant, user-centric, and growth-aligned product.

Aug 2023 – Sep 2024 · 1 yr 1 mo · Bengaluru, Karnataka, India · On-site

• Zero-to-One Product Journey: Spearheaded the zero-to-one development of a B2C platform, focusing on optimizing the pre-transaction "first trade" experience to drive user engagement and conversion.
• User Acquisition & Market Insights: Led customer acquisition strategies, including SEO and marketing initiatives, resulting in a 3.2%+ conversion rate from registered to traded users. Conducted comprehensive market analysis, user interviews, and competitive research to refine product features and enhance the fund addition and first trade experience.
• Strategic Product Development: Designed and executed the product roadmap, creating customer experience strategies that achieved over 90% conversion for new users and 50% for repeat users through effective on-app and on-web flows, including Discover, Markets, Watchlists, and Search.
• Cross-Functional Collaboration: Partnered with engineering, design, marketing, and sales teams to develop and implement cohesive product strategies. Prioritized features based on user feedback and introduced new flows, increasing conversion rates by approximately 20%.
• Mutual Funds Charter Lead: Championed the introduction of new product features based on customer insights, contributing to an incremental increase in Assets Under Management (AUM) by ~Rs4,000cr. Enhanced customer retention and transaction values through targeted feature improvements.
• High-Impact Projects: Drove key projects including the Markets page, which achieved a ~10-15% conversion rate; the Discover Page, which boosted app opens by ~30% and conversion by ~20%; and new fund offerings on Mutual Funds, leading to a 15% increase in engagement and a 10% rise in conversion rates.

Aug 2022 – Nov 2023 · 1 yr 3 mos · Bengaluru, Karnataka, India · On-site

Oct 2021 – Aug 2022 · 10 mos · Mumbai, Maharashtra, India · On-site

• Product Strategy & Metrics: Contributed to developing comprehensive product roadmaps and prioritizing features aligned with business goals. Monitored and analyzed product metrics to drive continuous improvement and achieve impactful results.
• New Product Development: Led the SEO strategy, which contributed to approximately 15% of retail sales. Designed and implemented scalable solutions for customer acquisition and retention, effectively collaborating with cross-functional teams.
• Customer Feedback & Service: Managed key accounts representing ~30% of the B2B business. Collected and analyzed customer feedback to enhance product quality and drive incremental sales.

Apr 2021 – Sep 2021 · 5 mos · Mumbai, Maharashtra, India

• Part of a two-member team covering companies across Indian retail (DMart, Titan, Page, Relaxo etc.), Media (PVR) and restaurant (Barbeque Hospitality, Jubilant Foodworks etc.) space
• Responsible for independent note writing on stocks under coverage with ideation help from the lead
• Key projects: 1 stock initiation, 1 coverage re-instatement, 2 pre-IPO notes, 2 DRHP filings and 20 company insight/result notes
• Independently handled result notes, model creation for listed & unlisted peers; managed 2 quarterly result seasons
• One to one interaction with buy-side clients explaining our investment thesis, and responsible for client servicing
• Extensive involvement in conducting on-ground research (channel checks, interactions with industry players etc) to validate our investment thesis

Jan 2021 – Apr 2021 · 3 mos · India

• Assisted family business in re-branding efforts and explore new opportunities
• Managed family's equity investment corpus of ~Rs1.2cr (~US$165k) with focus on listed equities pertaining primarily to Banking, Auto (& ancillaries), Metals, IT, FMCG and real estate (& ancillaries)

Jan 2018 – Oct 2019 · 1 yr 9 mos · Mumbai, Maharashtra, India

• Key Responsibilities:
• Prepared inputs for M&A pitch-books including detailed company profiles, comprehensive industry profiles and strip profiles for onshore team while working across IT services, Fintech and emerging technologies
• Worked on bespoke deliverables for deal mandates and marketing pitches: Transaction structures, target/bidder shortlisting & profiling, funding considerations, sale & lease back structures and case studies
• Assisted in researching and shortlisting of potential targets and understand deal scenarios through related acquisitions
• Prepared RFP responses, marketing pitch, peer benchmarking and valuation & operating models
• Performed absolute and relative valuations using trading comparable, precedent transaction analysis and Discounted Cash Flow (DCF) valuation methodology
• Awarded Bronze award for exceptional performance across teams over 1H19
• Using different databases like Capital IQ, ThomsonOne, Factiva, Mergermarket, Factset and Bloomberg to find and analyse different financial and operational data for preparing pitch books
• Key deliverables included creating company profiles, industry overview, relative valuations (trading comps and precedent transaction analysis), financial benchmarking and ad-hoc case studies

Mar 2016 – Jan 2018 · 1 yr 10 mos · Mumbai, Maharashtra, India

• Part of a 2 member team analysing stocks and generating investment ideas for clients which included global financial institutions and fund houses
• Cover 20+ listed Indian Banks and NBFCs for Institutional Investors at a top MNC in IE research
• Initiated coverage on three financial sector stocks and assisted in initiation of coverage for Indian Automobiles with eight stocks
• Analyse market events, its impact on forecasts and write ad-hoc event based reports
• Write quarterly results, attend management calls and update models to reflect new forecasts
• Work on thematic reports for investors
• Build and maintain various sector/company specific databases
• Create, maintain and update marketing material and presentations for investors
• Trend analysis through database compiled from various regulators and company sources
• Track company, regulation and sector developments on daily basis
• Covered Indian Auto sector and initiated coverage on 8 stocks
• Comfortable with creating financial models, forecasting, presentations and report writing

Feb 2015 – Jun 2015 · 4 mos

• Equity research analyst and advisor for investment. Trading tips were given to clients based upon technical charts and fundamental valuations

Aug 2014 – Feb 2016 · 1 yr 6 mos