Apr 2023 – Aug 2024 · 1 yr 4 mos · Gurugram, Haryana, India

• End to End execution of Debt & Equity Fundraise with notable investors like Fireside Ventures, Investment Corporation of Dubai, Sharrp Ventures, SIDBI etc.
• Corporate Finance decisions on cash flows and annual & quarterly budgeting

Dec 2021 – Apr 2023 · 1 yr 4 mos · New Delhi, Delhi, India

• Working with the Startup India Initiative under the Department for Promotion of Industry and Internal Trade (DPIIT), Ministry of Commerce and Industry.

Oct 2021 – Nov 2021 · 1 mo

• Mumbai Angels Network
• Responsible for managing and tracking performance, subsequent rounds of funding, and exit opportunities in 28 active portfolio companies
• Deal sourcing on-boarding fresh investments in new-age sectors with focus on Fintech, Deep Tech, Logistics and Ed-tech sectors
• Leading complex conversations related to valuation negotiations, shareholder agreements, investor rights and investor relations
• In-Depth analysis of new products and emerging sub-sectors through primary (Investor surveys) & secondary research
• Successfully closed 25 plus partnership deals with niche service providers, to help portfolio companies outsource their non-core activities

Jun 2021 – Oct 2021 · 4 mos

Feb 2021 – Mar 2022 · 1 yr 1 mo

• Working closely with Mr. Rajesh Mehta on various international projects focused on entering India through the direct route.
• Published joint articles in national newspapers: The Financial Express, The Daily Guardian, The Hindu Business line and The American Bazaar.

Feb 2021 – Jun 2021 · 4 mos

Jul 2020 – Jun 2021 · 11 mos

Jul 2019 – Jun 2020 · 11 mos

Aug 2018 – Jul 2019 · 11 mos

Jul 2020 – Feb 2021 · 7 mos

May 2020 – Jul 2020 · 2 mos

• Unprecedented times call for greater learning and adapting the new norms. Being a Business Analyst in Kapso provide me with an in-depth knowledge of Valuations, Business Modelling, B-Plans,Information Memorandums for MSMEs and Start-ups.
• Covering more than 5 sectors and 8 clients , the work gave me immense opportunities and flexibility to experiment with my skills and come up with something innovative each time.

Jun 2019 – Jul 2019 · 1 mo · Mumbai

• Involved in the financial product development according to the client’s needs and risk appetite.
• Traced the involvement of different clients and the amount of business given by them.
• Building up of strategies to retain and increase clients.

Nov 2018 – Present · 7 yrs 6 mos

• Managing and advising high earning professionals and family offices funds according to the risk profiles of the clients, by evaluating and weighing different asset classes based on their returns & inherit risks. Experience in listed and unlisted shares, mutual funds, NCDs, and AIFs.
• AUA - ₹42 Cr ($4.9Mn) as on 31st March'25

Aug 2018 – Aug 2019 · 1 yr · New Delhi Area, India

• Innovating self-sustaining start-ups which promotes social welfare and upliftment of socially downtrodden section.
• Conducting society surveys, project modelling and persuading public to adopt efficient and healthy ways to prosper.

Aug 2018 – Jul 2019 · 11 mos · New Delhi Area, India