Experience

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  Navneet motors

  May 2016 - Jun 2016

  Sales and marketing intern

  • Sales and Marketing Strategy Development: Formulated strategies such as promotional events and government employee discounts. Analyzed impact on sales and revenue.• Collaboration Initiatives: Devised plans to collaborate with government employees and fleet operators. Promoted Maruti cars through collaborative efforts.• Sales Performance: Achieved a 15% increase in sales within a two-month period. Successfully sold approximately 30 cars during the internship.• Customer Satisfaction Analysis: Conducted customer surveys to gauge satisfaction levels. Analyzed survey results to formulate plans for improving customer satisfaction and addressing gaps. Show less

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  Mysiponline

  May 2018 - Jun 2019

  Financial services consultant

  • Client Conversion & Portfolio Management: Converted ~2200 clients, managed and rebalanced their portfolios, and developed mutual fund strategies. Awarded best performing executive for increasing conversions by 18%.• Quantitative & Equity Research: Conducted quantitative research on mutual funds for the past 10 years and compared them with comparable benchmarks to assess performance. Performed equity research and valuation to evaluate the investment potential of various funds.• Market Analysis & Investment Strategy: Analyzed 15-20 years of market data, incorporating equity research and valuation to identify trends and recommend top-performing industries and companies, improving portfolio returns by 5-8%. Show less

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  Arthkar

  May 2020 - Dec 2021

  Analyst

  • Financial Modeling and Investment Strategy: Developed and managed financial models, including valuation assessments, to evaluate equity investments, delivering strategic insights that guided investment decisions. Conducted in-depth analysis of mutual funds and debt markets to optimize asset allocation strategies.• Industry Research and Market Analysis: Conducted thorough industry research and market analysis, evaluating macroeconomic trends to support equity research and provide well-informed investment recommendations.• Equity Research and Portfolio Management: Engaged in comprehensive portfolio management, optimizing investment strategies and customizing financial plans to meet client objectives, with a focus on maximizing returns and managing risk.• Valuation and Financial Analysis: Executed detailed quantitative and qualitative analyses, including valuation assessments and fund manager evaluations, enhancing portfolio allocation effectiveness and overall investment performance. Show less

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  Inventya ltd

  Jan 2022 - Apr 2023

  Research & development tax consultant (financial consultant)

  - Financial Modeling & Forecasting: Built detailed forecasting models to analyze revenue potential and support decision-making, including evaluating LBO scenarios for debt sustainability and value creation.- Industry and Technology Research: Conducted in-depth research on industries and technology which helps in writing an innovation report, providing strategic insights through interpretation of financial data.- Research & Development Claim Management: Analyzing the financial statement to understand which costs will help reduce the tax liability, classified cost based on statutory guidelines, and finalizing & calculating the R&D claim amount.- Client Relationship Management: Collaborated with clients to gather detailed information, enabling accurate financial analysis and the creation of tailored financial reports. Show less

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  Freelance

  Jun 2024 - now

  Financial analyst

  • Financial Modeling: Developed comprehensive financial models for companies like Uber, Netflix, and APA Corporation, including revenue forecasting, expense analysis, and valuation techniques.• LBO Analysis: Designed and implemented LBO models to evaluate acquisition opportunities, optimizing debt structures, forecasting cash flows, and analyzing financing options, exit strategies, and return metrics through sensitivity and scenario analyses.• Industry Research: Conducted detailed industry research on the telecommunication and apparel sectors, covering market trends, segmentation, key drivers, competitive analysis, and major deal transactions. Show less