Aug 2023 – Mar 2024 · 7 mos

• Responsible for researching on Power and capital goods sector;
• Providing periodic stock recommendations for the portfolio based on financial analysis;
• Preparing and publishing sector reports, monthly newsletters, and updating NAV sheets.

Mar 2022 – Apr 2022 · 1 mo · New Delhi, Delhi, India

• • Worked as a researcher under the supervision of Mr. Vishnu Das Gupta, Associate and Mr. Badri Narayanan Gopalakrishnan, Lead Advisor and Head - Trade, Commerce and Strategic Economic Dialogue

Jul 2021 – Oct 2021 · 3 mos · Bengaluru, Karnataka, India

• Worked under the guidance of the Founder and Managing Director, Mr. Anand K Rathi as a Fund Manager. Analyzed 50+ client’s portfolios (worth ₹40 crore+) and performed financial analysis on the basis of different factors like risk tolerance, asset allocation, capital structure, demographics, investment style etc.
• Explored various domains for wealth management such as Private equity, Portfolio Management Services, Financial Markets and Mutual Funds.
• Performed financial analysis for all portfolios and learned to value firms before they make it to the IPO stage by using the DRHP report. Valued Paytm, Mobikwik and FSBFL. Captured past performance of various stocks and calculated correlation between the earnings and share price on excel.
• Portfolio analysis and wealth management
• PMS
• Mutual funds
• Private equity
• Stocks
• Opinion article with the founder - Markets are never "Normal"​ (link in publication)

May 2021 – Nov 2021 · 6 mos · Seattle, Washington, United States

• Working as a researcher under the guidance of the co-founder, Sir Badri Narayanan Gopalkrishnan.
• Role includes - researching on various topics of finance, economics, policy.
• Opinion article with the co-founder. Publication, policy circle - Armed with demat accounts, young Indians flock stock market amid Covid-19 crisis
• Opinion article with the co-founder. Publication, policy circle - Retirement planning : Indians, Americans staring at an uncertain future
• Opinion article with the co-founder. Publication, policy circle - Uncertain future: Can NFTs survive India’s Cryptocurrency Bill
• Opinion article with the co-founder. Publication, policy circle - Health Insurance: Covid-19 forces a change in mindset
• (All links in publication)

Apr 2021 – Jan 2022 · 9 mos · Greater London, England, United Kingdom

• Impact Consulting is a global network of aspiring and professional consultants, who provide pro-bono support to social impact organisations.
• Project 1 - Consulted an Australia based client for a venture fundraising application.
• About the application - The app promotes genuine charities & causes and raise ongoing donations for them at no cost. When you purchase app’s products & services, you scan their label and receive free rewards for both you & your favourite charities or causes.
• Project 2 - Consulted an India based client for increasing brand awareness and product development.
• About the client - They are a content portal that aims to influence social behavioural change. They aim to fulfil their desire to change social behaviour. Their aim is to promote the work of writers who want to bring about positive change by expressing their opinion or presenting research on various aspects pertaining to society, organizations, cultures, and professional development from a perspective that may be:strategic, design-oriented, research-driven, ethics-based, historically inclined, development-focused, among others.

Mar 2021 – Mar 2022 · 1 yr · Delhi, India

• The Trader’s Journal is a student community. We share daily content on our community tab related to concepts of Technical and Fundamental Analysis, weekly trading setups, memes, company analysis etc.
• Scaled the community to 150+ members with a team of 10.

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

• Worked in a team of 10 people for macro analysis of different economies around the Globe.
• Analysed and compared over 2400 ETFs on different factors like Change in AUM, Return over 1,3,5 years, Industry, Expense Ratio, and Dividend Ratio, etc.
• Prepared a detailed macro-economic report specifically for Bangladesh, Vietnam, Mexico, Canada, and Australia based on different attributes like Demographics, Investments, Monetary Policy, Development Projects, Trade, etc.

Jan 2020 – Jan 2020 · 0 mo · Mumbai, Maharashtra, India

• About the initiative
• HUII-Harvard College US-India Initiative, is a student-run organization that aims to create dialogue between Indian and American youth to address some of India’s most pressing social, economic, and environmental issues today.
• Got selected in pool of 450 delegates from all around the world.
• Attended various dialogue sessions by top leaders of the country such as
• Subramanyam Swami
• Niranjan Hiranandani
• Rajyavardhana Rathore
• Aditya Thakrey
• Siddharth Varadarajan
• and Tanmay Bhatt

Aug 2017 – Jan 2018 · 5 mos

• Participated in the prestigious KWHS Investment Competition
• Created an investment strategy for Mr. Jack Abraham (the potential client)
• Worked in a team of 4 to create a profitable portfolio for the client
• Introduced myself to the financial markets under the guidance of my teacher incharge