Mar 2018 – Feb 2026 · 7 yrs 11 mos · Mumbai Metropolitan Region

Feb 2016 – Mar 2018 · 2 yrs 1 mo · Mumbai Metropolitan Region

• Writing stories (articles) for The Economic Times Wealth
• Coming up with story ideas that can be covered in the weekly newspaper
• Meeting experts from BFSI industry and taking interviews of CEOs and CIOs for our newspaper
• Contributing stories to main The Economic Times Newspaper and Sunday The Economic Times Magazine

May 2015 – Feb 2016 · 9 mos · Greater Hyderabad Area

• Writing features for The Finapolis magazine
• Coming up with subjects that can be covered in the magazine and editing pieces
• Working in co-ordination with the design team to oversee the layouts & selecting pictures conceptualizing charts and graphs that would go along with the story.
• Helping in the magazine production process, i.e. proofing, sub-editing etc
• Generate content on a daily basis (say two short pieces a day).
• Editorial support to Commodity Desk and Equity Research Team

Oct 2013 – May 2015 · 1 yr 7 mos · Mumbai Metropolitan Region

• Accountable for analyzing net worth statement of individual clients
• Preparing Financial plans for HNIs and NRI clients
• Interacting with the clients and understanding their family goals. Preparing a map to achieve those goals with regular investments
• Portfolio review and recommendation in investments / asset allocation based on risk profiling
• Writing articles on financial behaviour, investment strategy and analysing mutual fund schemes
• Significant Highlights:
• Successfully driving financial planning business of the organisation with my team

Dec 2010 – Aug 2013 · 2 yrs 8 mos · Pune & Mumbai

• Accountable for analyzing Financial Statements viz. Balance sheets, P & L and Cash Flow Statements
• Analyzing the business model and drivers of the company by devising financial model
• Establishing valuation models on the basis of methodologies like DCF, EV/EBITDA, P/E, etc
• Monitoring market developments and analyzing economic implications of factors that can affect the markets
• Generating equity research reports across FMCG, telecom cables, edible oil, paper and steel sectors for clients
• Worked in a team on real estate webinar with outlook on real estate sector in FY2014-15
• Formulating independent equity research reports and quarterly updates of company under our coverage for investors (sectors covered hospital and ceramics)
• Fostering strong relationships with investors with update on investment ideas and summaries of research
• Functioned on FCCB assignment in a team for FII client
• Guiding and mentoring new joinees in our team on process
• Significant Highlights:
• Successfully delivered 25 to 30 equity research reports in each month and 145 quarterly updates every 3 months while working on NSE project
• Received ACE (Acknowledging and celebrating excellence) Award for demonstrating excellence in Spirit (Oct 2012)
• Delivered 8 CRISIL Views (equity reports) within two months. These companies were from FMCG, telecom cables, edible oil, paper and steel sectors
• Got nominated in a team to successfully conduct real estate webinar for 100+ investors (approx) in Apr ‘13
• Delivered analytical and impactful FCCB assignment by working in a team to FII client within 20 days

Jan 2010 – Jan 2010 · 0 mo

• Mutual Fund Analysis and wrote articles on personal finance.

Feb 2009 – Jul 2009 · 5 mos · Mumbai Metropolitan Region

• Performing research and analysis of investment, loans and insurance products
• Formulating content for existing web-portals and creating new web portals
• Drafting articles on personal finance and investment strategies for company website and media
• Guiding and mentoring new joinees in our team on process and existing comparators on website
• Implementing the strategies to acquire unique visitors regularly on company website
• Suggesting expert answers to queries on insurance, investment and loans to visitors on our website
• Significant Highlights:
• Received quarterly award within 5 months of joining for my best performance in a team
• Articles on investment strategies were published in print media (newspaper)
• Successfully created two new comparators by working in a team of 2 members within 1.5 months

Jun 2007 – Jul 2008 · 1 yr 1 mo · Mumbai Metropolitan Region

• Reviewing derivative contracts (Interest rate swaps) received in the confirmers queue of our client
• Concerned with reconciliation of trades with client system
• Guiding and mentoring new joinees in the team on process and derivative products
• Significant Highlights:
• Successfully reconciled 200 to 250 trades on regular basis for our client

Dec 2006 – Jun 2007 · 6 mos · Mumbai Area, India

• Devised financial and statistical information sheet to use in investment decisions
• Analyzing the global economic trends and script a weekly report for clients
• Suggesting clients on stocks to invest and timely execution of entry / exit
• Opening client trading account and uploading the same in BSE Webex
• Discussing investment ideas (stocks) with fund manager
• Accountable for taking part in analyst meetings
• Significant Highlights:
• Advised mid cap stocks to investors (clients) which resulted in 100% to 200% returns in last 5 to 6 years
• Advised timely entry and exit to investors (clients) when markets were volatile