Experience

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  D k gala & associates

  Jun 2018 - Mar 2019

  Audit assistant

  • Assisted a high revenue client in cutting costs in two paint pigment manufacturing plants by Rs.15 Lakhs per annum.• Detected non-compliance with statutory laws & helped the management avoid a potential liability of approx. Rs 24 Lakhs.• Conducted vouching and verification of physical documents by cross-verifying them against data extracted from Tally.• Ensured compliance with established internal control procedures by examining records, reports, and operating practices. • Completed audit work papers by documenting audit tests and findings and drafting audit reports using PowerPoint.• Collaborated with clients after reviews to provide action plans and support in developing robust remediation plans. Show less

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  Chaturvedi sk & fellows

  Apr 2019 - May 2019

  Audit assistant

  • Part of a four people audit team conducting internal audits for companies from various sectors and industries.• Monitored and analyzed the risk and controls of organizations and assisted management in cost-cutting measures.• Reviewed the company’s compliance to general laws and SOP, reported discrepancies & assisted in resolving them.• Analyzed 100+ gold loan application policy documents submitted by individuals & agriculture businesses to the client.• Conducted physical verification of collaterals against gold loans issued by cross verifying their weight & quality. Show less

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  Iifl (india infoline group)

  Mar 2020 - May 2020

  Intern
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  Finlatics

  Jun 2020 - Oct 2020

  Equity research & portfolio management intern

  • Actively followed companies of BSE 500 Index, engaged in sector-specific and company-oriented research and analysis.• Conducted in-depth research and analysis of the Chemicals & Pharmaceuticals sector and finished the assigned research work.• Built and managed a real-time portfolio of stocks on the market simulator present on the Finlatics portal.• Carried out top-down analysis to perform fundamental analysis for stock picking purposes.• Successfully constructed a diversified portfolio of equity stocks from various sectors that outperformed the BSE 500 Index.• Received a cash price of Rs. 1000 for quality research reports and construction of an outperforming portfolio. Show less

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  Icici securities

  Oct 2021 - Mar 2022

  Consulting intern
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  Tapmi journal of economics and finance

  Oct 2021 - Apr 2023

  • Co-Convener

    Apr 2022 - Apr 2023

  • Editor

    Oct 2021 - Apr 2022
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  Adani airport holdings ltd

  Jan 2022 - Feb 2022

  Intern
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  Agilis (capital) advisors

  Apr 2022 - Jun 2022

  Financial analyst intern
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  Bridgeup

  Jul 2022 - Sept 2022

  Founders office

  1. Increased lead conversion by 31% via efficient workflows across Sales, Fin & Ops teams2. Assessed 100+ businesses; evaluated their business models and financial statements3. Improved SQL to Opportunity rate by 54%, built a dashboard monitoring lead lifecycle4. Ideated and assisted in implementation of strategic changes & migrating to Hubspot CRM

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  Sharrp ventures | harsh mariwala investment office

  Jan 2023 - May 2023

  Investment analyst

  1. Led in-depth research on industries: Beauty & Personal Care, PetCare, and Water Purifiers, utilizing data-driven methodologies to deliver insightful analysis2. Conducted market research and competitor analysis to assist portfolio companies in making strategic decisions, to enhance their overall growth and profitability.3. Conducted 20+ store visits for insights on competition, packaging & shelf space

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  Jmi ai

  Aug 2023 - now

  Investment banking analyst

  1. Built a relative & DCF valuation model, investment memo & loan tape insights document for a US-based student lending FinTech startup, raising $100M2. Constructed a waterfall structure for consumer lending company’s SPV exhibiting the cash flows for LPs & GPs and their IRRs & MOIC raising $50M for their SPV3. Created a pitch deck & IM for a US-based reverse mortgage company raising $5M