Professional Experience
Associate — Investment Banking
2022 – Present
Kotak Mahindra Capital Company, Mumbai
- Led due diligence and financial modelling for ₹850 Cr IPO of a leading fintech company
- Executed 3 cross-border M&A mandates with combined deal value exceeding ₹2,000 Cr
- Managed relationships with PE/VC clients and presented pitchbooks to C-suite executives
Senior Analyst — Equity Research
2020 – 2022
ICICI Securities, Mumbai
- Covered BFSI sector with AUM of ₹1,200 Cr under coverage; 3 BUY calls yielded 40%+ returns
- Built comprehensive DCF and comparable company models for 12 listed entities
- Published 30+ research reports consumed by institutional investors across Asia
Summer Intern — Private Equity
Apr 2019 – Jun 2019
True North (India Value Fund), Mumbai
Screened 40+ investment opportunities in the healthcare and consumer space. Prepared detailed investment memos for 3 companies that progressed to the IC stage.
Education
MBA — Finance & Strategy
IIM Ahmedabad
2018 – 2020 · Gold Medallist · GPA 3.9/4.0
B.Com (Hons.) · Finance
Shri Ram College of Commerce, Delhi University
2014 – 2017 · First Division · 91.2%
Core Skills
Financial Modelling96%
M&A / Deal Execution90%
Equity Valuation93%
Bloomberg / Capital IQ88%
Client Presentations85%
Contact
Mumbai, Maharashtra
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Certifications
CFA Level III
CFA Institute, USA
2023
FRM Part II
GARP
2022