Jan 2015 – Apr 2019 · 4 yrs 3 mos · Bangalore

• Invested in tech startups:
• 1. MoEngage (enterprise marketing automation SaaS)
• 2. Zarget (website optimization SaaS, acquired by Freshworks)
• 3. Myra Medicines (Full-stack Pharma eCommerce, acquired by Medlife)
• 4. Anaek (AI-enabled HR chatbot)
• 5. Gist (B2B live chat SaaS)

Aug 2013 – Jan 2014 · 5 mos · Bangalore

• Promoting financial literacy by writing on complex personal finance and money management subjects in a simplified language. I put to use the basic concepts of Math to decode complex financial products for the common man.

Jun 2013 – Dec 2014 · 1 yr 6 mos · Bengaluru Area, India

• RupeeVest is India's first self-help investment platform. Our mission is to empower every Indian to make simple investment choices for himself / herself. We aspire to be a one-stop destination for every Indian to save tax, plan for his financial goals, invest online and track their investments and goals on the go.

Aug 2012 – Jun 2013 · 10 mos · Mumbai Area, India

•  Managed a PMS fund strategy with assets of ~50 Crs. The funds objective was to alternatively allocate fund AUM b/w equity mutual funds and liquid funds (cash). The asset allocation and fund selection was done basis multiple quantitative market factors. The fund consistently outperformed Nifty at 1/3rd it's volatility.
•  Prepared monthly investment strategies for the ultra high net worth clients (UHNIs aggregating to an AUM > 3000 Crs), showcasing model portfolios and house view on all asset class.
•  Reviewed periodically, portfolios of all major clients( with assets greater than 50 crs). Review metrics - Asset allocation, performance attribution, opportune trading and investment strategies.
•  Ideated and created an investment policy statement (IPS) to capture the needs, aspirations, current financial condition and risk taking willingness of all clients. The idea was implemented and has helped the team in providing timely and need based advice to clients.
•  Assisted in setting up the family office service - Proposed and Developed the plan for a revolutionary live reporting platform for UHNI clients to get a live holistic view and analysis based advice on their finances.
•  Developed advisory skills across investment vehicles– equity, debt, currency, structured products, real estate, insurance, taxation, commodities, private equity, hedge funds

Mar 2012 – Aug 2012 · 5 mos · Mumbai Area, India

•  Brought operations of 3 companies of Edelweiss (retail capital markets business) under one umbrella; cutting the team headcount by 30%
•  Initiated several process re-engineering, streamlining activities to achieve straight through processing (STP) of 90% tasks
•  Set up a SEBI mandated, centralized KYC registration process, with 3 external agencies (NSE, NDML, CDSL). The whole process was automated and set up in 30 days. From a backlog of client KYC registration of 4 months, TAT (Turn Around Time) was brought down to T+1 day.

Jul 2010 – Jul 2011 · 1 yr · Singapore

•  Ranked 1st among 189 graduates globally in the graduate training program

Dec 2009 – Jan 2010 · 1 mo · Chennai Area, India

• Prepared a report on arbitrage trading opportunities in the Indian capital markets

May 2009 – Jul 2009 · 2 mos · Singapore

•  Enhanced a Fixed Income Proprietary Pricing Sheet to calculate the premium for Amortizing Swaptions
•  Adaptively combined a quantitative model with a Barclays toolkit to price amortizing swaptions and it's greeks (theta, gamma, vega, rho)
•  Awarded Pre-Placement Offer (PPO) to join as graduate analyst in the class of 2010

May 2008 – Jul 2008 · 2 mos

• Research Analyst, Derivatives

May 2007 – Jul 2007 · 2 mos · Mumbai Area, India

•  Modeled a valuation technique to price Credit Default Swaps (CDS) for the Indian Derivatives market
•  Model validated by the Reserve Bank of India, done as per the draft guidelines issued by RBI in March 2007