Turning Data
Into Conviction
Institutional sales coverage specialist managing relationships with PMS, AIFs and insurance funds; primary point of contact for investment ideas, allocations and execution support.
I am a CFA Charterholder and equity analyst with deep expertise in Technology and Consumer Discretionary sectors. My work focuses on bottom-up fundamental research, DCF and comparable company analysis, and translating complex financial data into clear, high-conviction investment theses.
Prior to my current role, I contributed to coverage teams at leading asset managers and investment banks across Mumbai and London, building rigorous models that track both macro developments and company-specific catalysts.
I am driven by intellectual rigor, data integrity, and the discipline to remain objective in dynamic market environments.
Career Timeline
Institutional sales coverage specialist managing relationships with PMS, AIFs and insurance funds. Worked closely on live deals with trading, research and ECM teams to build allocation demand, facilitate price discovery and ensure successful deal closures. Actively involved in block placements, sourcing institutional interest and coordinating with the desk.
Engaged in Management Sales Teach-ins to address key sales team queries and equip for roadshows. Conducted primary data analysis for proposals in SEBI's Consultation Paper on Index Derivatives. Analysed India's passive investing growth, forecasting trends based on US market developments. Presented on global derivatives market comparing regulations, participant mix and product offerings.
Onboarded $28M worth US banking entity into Workday ERP. Institutionalised and optimised financial processes. Maintained 90%+ quality compliance for 50+ ERP project portfolios within the Quality Management System.
Wireframed ledger accounts with hierarchies and accounting details, transforming business event data. Reduced processing time by 70% by creating SQL scripts, digitising conversion while loading legacy data. Developed and customised balance sheet reports by analysing client legacy data. Hosted seminar for 200+ employees as lead speaker on Advanced Security in Workday Implementation.
Selected Reports
Bharti Airtel: Corporate Valuation via DCF & Relative Analysis
Performed DCF and relative valuation to compute intrinsic value of Bharti Airtel. Developed a comprehensive 5-year financial model incorporating revenue drivers, margin assumptions and terminal value.
Tata Tech IPO: Stakeholder Impact & Financial Implications
Analysed the Tata Tech IPO and its impact on key stakeholders. Assessed financial implications of the IPO including valuation multiples, grey market premium, and post-listing performance expectations.
SEBI Consultation Paper: Index Derivatives — Primary Data Analysis
Conducted primary data analysis for proposals in SEBI's Consultation Paper on Index Derivatives. Compared global derivatives regulations, participant mix and product offerings across major exchanges.
Security Selection: Min-Correlation, Max Sharpe-Ratio Portfolio
Curated a virtual portfolio of stocks from different sectors with minimum inter-stock correlation and maximum Sharpe ratio, applying Modern Portfolio Theory principles to optimise risk-adjusted returns.
Expertise & Tools
Credentials & Qualifications
Get in Touch
Open to speaking engagements, research collaborations, and select full-time opportunities.