
Timeline
About me
Private Equity | Investments | CFA Level 3 Candidate | NMCCE ’20 | Start-Up Enthusiast | Avid Learner
Education

Cfa institute
2025 - 2025Cfa level 3
National stock exchange nse
2018 - 2019Nse certified capital market professional nccmp finance, general 75%Course Modules:1. Financial Markets Beginner's Module2. Derivative Markets Dealer Module3. Macro Economics4. Fundamental Analysis5. Technical Analysis

Bpsc pu college
2015 - 2017Science - 97%Activities and Societies: -Chief Emcee at Annual functions -Won the first place in District Level Debate Competition - Participated in the State Level Debate Competition

Dream world school
2002 - 201510 cgpaActivities and Societies: -Head Girl for three consecutive years -Led the anchoring team of school and was the Chief Emcee of School annual functions for 6 consecutive years. -Was Responsible for conducting various functions at school

Narsee monjee college of commerce and economics
2017 - 2020Bachelor of management studies finance 9.95 cgpaActivities and Societies: 1. Was selected to Host the Annual Function at Shree Halari Visa Oswal School 2. Served as the member of Department of Lifelong Learning and Extension 3. During the second year of college, I was actively working on my social start-up and won awards at various competitions including Start-up Nayak, Start-up India (Finalist) etc.

Indira gandhi national open university
2022 - 2023Certificate in korean language and culture korean language and literature
Experience

Social startup
Apr 2018 - Mar 2020FounderDuring the second year of college, I was actively working on my social start-up and won awards at various competitions: 1. Won the 2nd Place in Start-up Nayak Competition and a sponsored Start-up Enrichment Tour To Bangkok. 2. One of the winners of the Government of India's Start-up India Maharashtra Yatra and was shortlisted for the Grand Finale of the Start-up India Competition.3. Won a Special Appreciation Award at "What An Idea Contest" and a mentoring voucher worth Rs 20000/-4. Was selected under the Top 50 Start-ups in Chancellor’s Challenge organized by NMIMS -Mumbai.5. Finalist of Business Plan Competition organized by Entrepreneurship club of NM College- NM Intent6. Was invited to the Redbrick Social Entrepreneurship Unconference : Peer-to-peer networking platform targeted to all spheres of Social Entrepreneurship Ecosystem7. Was awarded the Pre-Incubation Readiness Program offered by LEMON School of Entrepreneurship Show less

Ey
May 2019 - Aug 2019Tax analyst intern-Underwent 3 months of internship in the international taxation- transfer pricing department. -Gained knowledge about transfer pricing and was responsible for carrying out the tasks related to the same.-Leveraged this opportunity to build a network and learn new things from my peers.
![SIMMI FOUNDATION [Smart India Multi Management Institute]](https://img.deepenrich.com/v1/company/62418ab859c0bb3e2587edec6a2a3160/SIMMI%20FOUNDATION%20%5BSmart%20India%20Multi%20Management%20Institute%5D.webp)
Simmi foundation [smart india multi management institute]
Apr 2021 - Jul 2021Summer internAs the Summer Intern, my responsibility was to conduct research and cover detailed and good quality news related to the international and domestic affairs. Find attached few links to my videos.

Growthpal
Feb 2022 - Aug 2022- Responsible for shortlisting and evaluating startups for potential mergers, acquisitions, acquihires, and strategic partnerships across various sectors-Specialised in sourcing high-potential startups for acqui-hire opportunities, ensuring strategic alignment with client requirements-Actively managed multiple buy-side mandates, supporting clients through the full transaction lifecycle-Specialised in lead generation and outreach through database extraction, email marketing, and managing both B2B and B2C corporate relationships Show less
Investment Banking Analyst
Apr 2022 - Aug 2022Investment Banking Intern
Feb 2022 - Mar 2022

Leveraged growth
Aug 2023 - Jan 2024Content intern (finance)-Shared handwritten and digital notes for CFA Level I, II, and III to support the creation of study materials-Helped team to prepare content mainly for CFA Level II topics-Used tools like OneNote to organise and design the notes

Nucleo
Sept 2024 - Sept 2025Investment associate-Responsible for fundraising by researching and evaluating potential investors, preparing investment materials, leading cold outreach campaigns via LinkedIn and email to build new investor relationships and supporting follow-up processes-Supporting end-to-end transaction execution, including drafting investment memos, deal structuring, documentation and negotiation-Conducting in-depth market and industry research to support the development of investment theses-Engaging with founders to assess funding needs and develop custom investment proposals-Conducting deep dives on portfolio companies to extract key insights, strengthen investment narratives, and enhance investor outreach and engagement- Assisting in developing marketing content for active deals-Training and mentoring interns and providing guidance on AIFs, investment memo preparation and internal project execution-Representing the firm at investor events Show less
Licenses & Certifications

Startup india training program
Upgrad
Cfa level 2
Cfa instituteJan 2024
Chinese language course- hsk1, hsk2, hsk3
Udemy
Ielts academic (overall band score- 7.5)
Ielts official
Korean language course
Udemy
Investment banking course
Udemy
Nse certified capital markets professional
National stock exchange of india limitedFeb 2019
Cfa level 1
Cfa instituteJan 2023
Honors & Awards
- Awarded to Disha S MeisheryFinalist of the Start-Up India Competition Government of India - Start-Up India Nov 2018 ---Selected for the Grand Finale of Start-Up India Maharashtra Yatra held in Nagpur. ---Among the 311 participants all over 14 districts of Maharashtra who pitched their ideas at the Grand Finale, I was one of the 63 finalists who were selected for the Grand Jury Pitching - Panel of 20 Judges. - Was awarded Incubation Offers.
- Awarded to Disha S MeisheryOne of the Winners of Start-Up India Maharashtra Yatra Government of India - Start-Up India Oct 2018 ---Participated In the Government of India's Startup India Maharashtra Yatra which was held on 8 October 2018. ---Among more than 100 participants, I was one of the 20 winners of the Start-up India Competition Maharashtra Yatra. ---Shortlisted for the Grand Finale of Start-Up India Competition.
- Awarded to Disha S MeisheryRunner up of Start-Up Nayak Competition Learning While Travelling Business Pvt Ltd Sep 2018 --Participated in the Start-Up Nayak Competition, Mumbai on 22 September 2018 organised by LWT - Learning While Travelling Business Pvt Ltd.--Won the 2nd Place and a sponsored Start-up Enrichment Tour To Bangkok.
- Awarded to Disha S MeisherySpecial Appreciation Award At What An Idea Contest Scarab Ideas LLP - Lemon Ideas Jun 2018 ---Participated in the "What An Idea Contest" organised by Scarab Ideas LLP on 8 December 2018. ---Won a Special Appreciation Award at the competition and won a mentoring voucher worth Rs 20000/-
- Awarded to Disha S MeisheryAnchor Mumbai University Was selected to host UDAAN - The Flight of Extension conducted by Department of Lifelong Learning and Extention( DLLE) at Shree Halari Visa Oswal School and College. Was also awarded for the same.
Volunteer Experience
Educator - Transition Readiness Academic Support Volunteer
Issued by Make A Difference on Jun 2019
Associated with Disha S MeisheryEducator - Foundational Program Volunteer
Issued by Make A Difference on Jan 2018
Associated with Disha S Meishery
Languages
- chChinese
- koKorean
- hiHindi
- enEnglish
- kaKannada
- guGujarati
- kuKutchi
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