
Timeline
About me
Investor Relations Consultant
Education

Bharti vidyapeeth institute of management studies & research, navi mumbai
2011 - 2013Master of management studies (mms) finance, accounting 1st class
R.a.podar college of commerce & economics, matunga, mumbai
2004 - 2009Bachelor of commerce (b.com.) commerce 71.14%
R.a.podar college of commerce & economics, matunga, mumbai
2005 - 2006Hsc commerce 67.17%
Experience

Royal bank of scotland business
Aug 2013 - Jul 2014Process associate - anti money laundering operations► Monitor and ensure compliance with standards and procedures implemented by compliance programs.► Remain updated on developments and changes concerning relevant regulatory and anti-money laundering laws and regulations.► Check for the transactions of the client on the system like update the same on tracker.► Extracting data from public domains and business information sites. ► Reviewing of all risk (High Medium and low) type clients (Corporate) of RBS and Natwest on a periodic basis and to ensure they are in-line with the regulatory and RBS and in accordance compliance policies.►Checking and updating various products used by corporate clients. ► Maintaining highly confidential data of the corporate customers.►Training new joinees in the department Show less

Valorem advisors
Jan 2015 - Jun 2015Investor relations associate Assist analyst in managing client accounts. Prepare financial models. Prepare Investor Presentations and Earnings Presentations. Research and analyse public companies and their peers. Perform various types of financial analysis, business analysis. Make presentations to investors and brokerage houses analysts. Updating daily MIS, preparing Fact Sheets, summary sheets for clients. Preparing pre mandate for a new client. Giving a visit to client’s plants, factories and understanding the business model. Preparing weekly reports and news reports. Attending Earnings conference calls for peers. Arranging Analyst meets road shows for our clients Show less

Adfactors pr
Jul 2015 - May 2016Account executive ipo & transactions groupWorked in two different segments Initial Public Offering (IPO) and Retainer: In IPO:• Managed IPO clients Prabhat Dairy Ltd, Navkar Corporation Ltd, Sadbhav Infrastructure Ltd. Café Coffee Day Enterprises Ltd., Interglobe Aviation Ltd., Parag Milk Foods Ltd, Alkem Laboratories Ltd, Dr. Path Lab Ltd., Narayana Health Care Ltd. • Arranging Broker/Analyst meets road shows for IPO clients. Arranging one to one meetings with Head of Research and Management teams. Handling entire database management of Analyst and Brokers. • Preparing compliance reports, coverage reports, weekly reports and news reports.• Perform various types of financial analysis, business analysis on the IPO clients and updating senior management team on media training program.• Visiting to client’s plants, factories and understanding the business model. In RETAINER:• Handling retainer clients like All India Gems & Jewewllery Trade Federation, Dena Bank, Federal Bank, Tree House Education & Accessories Ltd. • Interacting with journalist and updating them on client’s activites/ events and getting coverage for the clients activities.• Drafting/Circulating Press release of the client to media and doing the follow up with media.• Updating daily MIS, preparing Fact Sheets, summary sheets for clients.• Assisting team members in their work. Show less

Star plastics
Jun 2016 - Jan 2017Finance controllerFINANCE & ACCOUNTS: Preparing quarterly and monthly budgets Management of the finance function and overseeing the finance team Maintenance of financial ledgers and accounting processes Preparation of Monthly Consolidated P&L and Balance Sheet Timely production of statutory and internal financial reports Conducting fundamental analysis and technical analysis Coordinating with Chartered Accountants and Bankers on various financial and accounting issues Ensuring that appropriate systems and internal controls are implemented and maintained Overseeing the Payroll process Develop systems and procedures to ensure the efficient and effective management of the company's finance Acquisition of new clients and handling existing clients independently. Also meeting existing clients on monthly basis for developing long term relationships Providing support system to Sales Executive in acquiring new clients, handling existing clients and client recovery Conducting market research on new products and competitors move and updating the management on the same Sourcing new business opportunities for diversifying organization’s product portfolio and entering new industriesADMINISTRATION: Interacting with various vendors and maintaining good relations with them for smooth functioning of the business. Setting up new processes and systems to upgrade/standardize the workflow of the organization. Handling crisis situations wisely. Handling subordinates in managing company data, employee data/ documents, client database, stationery management, Handling production and sales data of plastic glasses and sheets. Show less

Concept pr india ltd
Mar 2017 - Nov 2018Senior account executive - investor relations & ipo operationsInvestor Relations:Preparing Investor presentations for newly boarded clientsConducting quarterly earnings call for clientsConducting daily, weekly, and monthly meetings with investors, either in person or via phone to address any of their relevant questions or concernsMaintaining and updating the relevant database of trading multiples, consensus estimates, stock price performance, etc., and to handle ad hoc research projectsRepresenting the company to buy side and sell side analyst to create awareness about the company and its businessConducting roadshows, analyst meets, plant visits and pitching the companies for getting access to participate in the investor conferencesOrganize Analyst IPO meets and arrange one one one meetings with the buy side analystBFSI Public Relations - Retainer work profile:Handling PR for BFSI clients from various sectors like Banking, NBFCs, Startups, Insurance, Private EquityPreparing monthly and quarterly plans Developing a media relations strategy, seeking high-level placements in print, broadcast and online mediaLeverage existing media relationships and cultivate new contacts within business and industry mediaManage media inquiries and interview requests, Monitor, analyze and communicate PR results on a quarterly basisMaintain a keen understanding of industry trends affecting clients and make appropriate recommendations regarding communication strategy surrounding themHandling potential crisis situations to ensure your clients maintain a good image.Organizing events to help foster good relations between clients and the media Show less

Adfactors pr
Dec 2018 - Sept 2021Senior account executive - investor relationsCreate and update investor relations presentations, pitch presentations for prospective clientsPreparing quarterly, half yearly IR plans, peer analysis for clientArranging analyst meets and quarterly conference call for the clientsPitching the companies to buy side and sell side analyst and arranging meetings with clientsArranging road shows for clients to create visibility of the company business and fundamentalsMaintaining database and taking care of day to day operations Show less

Bob capital markets ltd
Sept 2021 - Mar 2022Manager corporate access- Maintaining and building new relationships with the corporate, ministry, industry experts and pursue them with investor requests.- Data management - Record keeping of all contacts, maintaining a pipeline of past and upcoming activities the desk initiates and organizes.- Organizing Non-Deal Roadshows, Fund Roadshows, Investor Conferences, Yatras / Plant visits in India and overseas, including their logistics arrangement.- Work closely with the Sales and Research team and approach Corporate as per investor interests- Approaching organizations looking out for fund raising / IPO mandates Show less

Adfactors pr
Mar 2022 - nowAccount manager - investor relations
Licenses & Certifications

Investment analysis & portfolio management
Nse indiaJan 2013
Capital dealers module
Nse indiaJun 2012
Financial modelling
Manipal prolearnOct 2017
Certificate program in investor relations
Bse institute ltdNov 2019
Honors & Awards
- Awarded to Pratik P.Proficient Tabla Player Akhil Bhartiya Gandarva Vidyalaya Feb 2013 I am a classical tabla player. I am learning this art since 6 years and I have given Government exams and I ave also performed at various levels.
- Awarded to Pratik P.Best Cricketer Royal Bank of Scotland
Volunteer Experience
Co-ordinator of a Blood Donation camp organized in College campus
Issued by Rotary Club of Bharti Vidyapeeth Institute of Management Studies & Research, Navi Mumbai on Jun 2012
Associated with Pratik P.Incharge
Issued by Susmrutee Pratishthan-A charitable trust on Mar 2013
Associated with Pratik P.
Languages
- enEnglish
- maMarathi
- hiHindi
- geGerman
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