Apr 2024 – Jun 2025 · 1 yr 2 mos · Mumbai, Maharashtra, India · On-site

• I manage the Pride Hotel group’s family office, overseeing an investment portfolio of approximately 150 crore across equity and debt asset classes.
• I prioritize ground research over working in a cubicle. While I consider myself sector-agnostic, but limited to the sector which I understand better. What I learnt, “rather step onto two different boats, understand one of them better about which can survive in a bad time, and bet on it.”
• To gain clarity on businesses and their outlooks, I regularly meet with corporate management, promoters, and senior officials. This hands-on approach allows me to make informed decisions about increasing or decreasing our exposure to specific investments.

Mar 2022 – Apr 2024 · 2 yrs 1 mo · Gurugram, Haryana, India

• Assisting fund manager to build the equity portfolio from scratch as equity asset class commences in 2021 at the organization.
• Responsibility to generate new ideas within the allotted coverages such as FMCG, IT, Consumption (Retail, QSR) & outside the coverage and then to present it to the CIO and fund manager to act on it. Once we made investment on presented idea, then to have a responsibility to make a investment thesis notes.
• Focused on implementing investment philosophy to identify a quality business and assist fund manager to build an equity focused portfolio.
• Actively keep eye on invested businesses through corporate announcements, analyst meet/conference call, AGMs, investor conferences. Regular interaction with promoters, CEO, CFO of companies and meeting with the industry experts to get a future visibility.
• Having the responsibility of making equity deals. The deals are in the context of their respective benchmark weightage. Once the deal confirmed by the fund manager; coordinate with the respective brokers to do so.

Aug 2021 – Feb 2022 · 6 mos · Delhi, India

• Working with the CIO to manage equity related portfolio for PMS clients through strong fundamental research.
• Responsible for the invested companies’ end to end updates and generating new ideas where my core job was to find a quality business at reasonable valuation and it should have an ethical & clean management; to check through forensic accounting, which help us to avoid a business where it’s constituted by bad accounting practices.

Oct 2019 – Aug 2021 · 1 yr 10 mos · New Delhi, Delhi, India

• Generating new ideas and monitoring daily announcements, news, general updates, quarterly results, conference call of within the invested/tracking companies.
• Preparing presentations on new ideas (stocks), investing frameworks (like; value investing, ranking of business model, investment philosophy), which is being presented on the investor forums like MOI global, IIC, Fund houses and B-School.
• Hiring, managing, and mentoring teams.

Apr 2017 – Sep 2019 · 2 yrs 5 mos · Surat, Gujarat, India

• Tracking Indian Auto & IT (Information Technology) sector and in-depth fundamental research on invested businesses. Also generating new ideas through the same within and outside the coverage sectors.
• Monitoring within the coverage companies’ announcements, attending conference calls/AGMs. Also, conducting scuttlebutt, channel checks to build strong conviction about investments.
• Preparing presentation on analyzed businesses, then presenting it to the fund manager to make a final decision about investment, if all investment criteria fit into the same.
• Tracking real base factors about macro economy presenting to the board on quarter ended committee meeting.