Jan 2018 – Mar 2018 · 2 mos · Gurugram, Haryana, India

• Partnered with an investment holding company to enhance its portfolio management framework and capital allocation strategy, optimizing returns across multiple asset classes and business verticals.
• Evaluated startups and high-growth ventures for potential equity investment and partnership opportunities — conducting commercial due diligence, financial modeling, valuation, and risk assessment to determine investment feasibility.
• Built comprehensive business valuation models (DCF, comparable company, precedent transaction, and NAV) to support investment decisions, impairment testing, and quarterly fair-value reporting.
• Led portfolio monitoring and performance tracking of existing investee companies — developing KPI dashboards and investment performance scorecards aligned with the holding company’s strategic objectives.
• Established KPI frameworks and target-setting processes for portfolio companies, ensuring alignment with growth targets, EBITDA improvement, and return on invested capital (ROIC) benchmarks.
• Provided insights to senior management for capital reallocation, divestment, and reinvestment decisions, improving portfolio efficiency and long-term value creation.
• Supported fundraising, investor relations, and reporting initiatives through preparation of valuation summaries, investor presentations, and periodic portfolio performance reviews.
• Conducted market entry and feasibility analyses to identify new sectors and geographic expansion opportunities, leveraging competitive intelligence and macroeconomic indicators.
• Collaborated cross-functionally with finance, operations, and strategy teams to ensure alignment between investment theses and execution plans.

Jun 2016 – Dec 2017 · 1 yr 6 mos · Gurugram, Haryana, India

Nov 2014 – May 2016 · 1 yr 6 mos · Gurugram, Haryana, India

• Assisted Private Equity firms and other clients throughout their investment process from generating ideas to final investment and tracking their portfolio company’s performance
• Conceive and undertake secondary research to develop industry/sector analysis - Industry value chain, size and growth outlook, trends and drivers, growth inhibitors and challenges, competitive landscape etc.
• USA Oil &Gas
• Advised client on business development strategy and recommended to invest in other basins in Argentina, Mexico, Australia and New Zealand; client later adopted and earned a good return
• Tracked a performance of major E&P companies in the region and spread their financials to extract the E&P segment value from the entire company value
• Build a business model to value a well in a basin by capturing expected production, cost of production per barrel of oil & gas, LP’s return, mode of funding and life of well etc.
• Feasibility Study
• Conducted a feasibility study for a probable entry strategy in an region by analyzing the industry historical trend, outlook via primary and secondary research
• Analyzed overall economy of a country and identifying main contributor to the GDP, its driving factor, trade with other regions, and other identifiers such as GDP to Public debt ratio, current account deficit, per capita income etc.
• M&A Deal
• Assisted clients in identifying a potential buyer/target for its portfolio company and helped the clients in valuing its portfolio company
• Analyzed the overall nature of the deal and assisted clients in gaining further understanding about overall industry outlook, deal multiples and values
• Identified potential synergies that can be gain after the deal through horizontal or vertical integration, potential of future exit multiple in case of Private Equity
• Build financial models from the scratch to value a unlisted/listed companies and business, using Discounted Cash Flow, Dividend Discount Model, Sum of the Part Method and relative valuation method

Nov 2013 – Oct 2014 · 11 mos · Gurugram, Haryana, India

Feb 2013 – Oct 2013 · 8 mos · Gurugram, Haryana, India

Jun 2012 – Jan 2013 · 7 mos · Greater Delhi Area

• Conducted in-depth fundamental and secondary research on companies in Small/Midcap Sector by using DCF valuation model, ratio analysis and checking financial strength of the company
• The synchronization of opportunity, finances and execution by a company.
• Sources and longevity of competitive advantages like brand, operational efficiency, vertical integration.
• Industry structures and entry barriers and business strategies for growth like existing markets/new markets /new products/eating away share of unorganized players etc.
• The importance of comprehensive screening of financials to weed out shenanigans.
• Identified and took advantage of special situations arising in the market
• Slump Sales Analysis (Fortis Healthcare etc.)
• De-Merger Situations
• Open offer Analysis
• Rights Issues.
• Provided buy/sell recommendation by analyzing industry trends and also implemented investing strategy based on Nifty P/E tracker, BDI etc and assisted the Portfolio Manager in the fund allocation strategies.
• Developed financial models for reduction in gap between ordinary shares and Differential Voting Rights