Jul 2021 – Mar 2024 · 2 yrs 8 mos · Mumbai, Maharashtra, India · On-site

• Buy side equity analyst - Consumer discretionary (jewelry, apparel, footwear, QSR), Chemicals and Agrochemicals
• ​Assisting fund managers/CIO to make investment decisions for portfolios, with an aggregate AUM of ~₹14000 Crore ($1680 Mn), across companies in large and mid-cap segment for sectors under coverage
• ​​Maintaining financial models to value companies using fundamental analysis to generate stock ideas for competitive investment returns (including calls that provided downside protection to portfolio)
• ​​Interacting with top management of companies, sell-side analysts, distributors/channel partners and industry experts along with attending conferences and earnings calls to better gauge business outlook and prospects
• ​Assessing economic moat of companies through detailed research on industry structure, company history and financials, category evolution and business model of peers, reviewing trade publications, annual reports and quarterly financial filings to make stock recommendations based on investment styles and fund mandates
• ​Tracking global indices and analyzing trends in broad macroeconomic indicators and micro consumer behavior and sentiments and communicating actionable with the team

Jan 2020 – Jan 2020 · 0 mo

• Utilized my analytical and communication skills for in-depth study of unlisted companies at pre-IPO stage and their financial ratios, management discussions with C-suite executives and publishing several research articles
• Conducted industry analysis across various sectors including manufacturing, BFSIs and financial intermediaries, and entertainment sectors, and built spreadsheet financial models (market-based valuation and DCF analysis)
• Coordinated with HNI and UHNI clients for equity and alternate investments and helped manage INR 150 crore AUM
• Supported other business functions and generated business leads

Jan 2019 – Jan 2020 · 1 yr · Mumbai, India

• (Propeluss is a subsidiary of Equirus Capital)
• Followed the startup ecosystem and investment trends of VC funds and PE firms, and recorded deals taking place
• Assisted business head with 5 equity and capital market deals for startups in fintech, healthtech, edtech and ITeS
• Drafted overviews, analyzed industries, studied comparable companies and/or transactions
• Prepared financial models, teasers and pitch decks to raise funds for our startup clients with ticket sizes varying from $1 Million to $20 Million along with networking with angel investors, venture capitalists and family offices

Jan 2018 – Jan 2019 · 1 yr · Mumbai, Maharashtra, India

• Gobal Transfer Pricing Services -
• Conducted benchmarking and profit level indicator analysis of comparable entities and prepared benchmarking report
• Assisted MNCs to comply with domestic and global transfer pricing regulations and OECD guidelines inter alia Form No. 3CEB, TP documentation and benchmarking report, country-by-country report and master file.
• Filing submissions before income-tax authorities for TP assessments.
• Filing memorandum of appeal and submissions and attending hearings before various appellate authorities (DRP, CIT(A), ITAT).
• Issuing TP clearance report to the audit team.
• Complying with internal risk and administrative procedures.
• Assistance in business development.

Jan 2013 – Jan 2016 · 3 yrs · Mumbai, Maharashtra, India

• Assisting in income-tax search and seizure & survey including preparing explanations and assessment proceedings thereafter of group entities.
• Assisting in appeal compliance before income-tax appellate authorities and attending hearings.
• Compiling details and attending hearing for assessment proceedings before income-tax authorities.
• Computing tax and filing of return of income and wealth along with preparing and filing of various income-tax forms and preparing TP Documentation.
• Providing tax advisory including DTAA.
• Valuing shares for private limited companies.
• Statutory and tax audits of individuals, companies, banks and other entities.