APOORVA KALAN
New Delhi
Summary
CFA Level I and investment professional with experience across venture capital advisory, startup fundraising, and derivatives-focused fintech product development. Hands-on exposure to capital raising from HNIs, UHNIs, and institutional investors; financial modeling; deal execution; and portfolio risk structuring. Currently building derivatives-based strategy tools within a fintech platform, applying quantitative finance and risk management principles in live market environments.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Investment & Derivatives Strategy Associate
Pantelwar
11.2025 - Current
- Building and backtesting options-based trading strategies (directional, spreads, volatility structures) within a simulated and live market framework.
- Designing strategy-builder infrastructure for retail and advisory participants to test risk-adjusted performance.
- Applying CFA-based derivatives and portfolio management concepts to construct risk-reward optimized portfolios.
- Supporting development of advisory framework aligned with RIA/RA onboarding and compliance standards.
- Working on risk profiling, drawdown management, Sharpe-optimized allocation models, and structured call advisory mechanisms.
- Bridging academic derivatives theory with live execution, volatility behavior, and real-time risk monitoring.
- Core Exposure: Derivatives Structuring | Strategy Backtesting | Portfolio Construction | Risk Analytics | Advisory Framework Development
Senior Analyst - Venture Capital & Growth Advisory
Venture Garage
01.2025 - 09.2025
- Worked directly with 10+ startup founders across Pre-Seed to Series A stages, advising on capital strategy, financial structuring, and investor positioning.
- Facilitated ₹1.5 Cr fundraising for a sustainable home hygiene brand through HNI/UHNI investors, and strategic capital partners including Eternal and Zeca Capital.
- Managed end-to-end deal lifecycle: deal sourcing, financial modeling, valuation benchmarking, pitch deck refinement, investor outreach, negotiation support.
- Activated and managed investor pipeline including 49+ VC funds and 50+ angel investors; consistently exceeded internal fundraising benchmarks.
- Executed primary and secondary equity mandates including participation in a ₹20,000 Cr+ conglomerate-linked secondary initiative.
- Delivered two institutional-grade term sheets as lead deal owner (one successfully funded; one in advanced pipeline).
- Conducted deep sector research across consumer goods, healthcare, emerging tech, renewables, and drone technology.
- Built long-term relationships with HNIs, AVPs, senior VC partners, and ecosystem stakeholders across NCR.
- Core Exposure: Deal Origination | Financial Modeling | Valuation | Investor Relations | VC & M&A Diligence | Market Entry Strategy
Education
Bachelor of Commerce (Honours) -
Vivekananda Institute of Professional Studies - GGSIPU
12th Grade -
Bal Bharati Public School
Skills
- Financial Modeling & Valuation (Advanced Excel)
- Venture Capital & Fundraising Strategy
- Derivatives & Options Structuring
- Strategy Backtesting
- Portfolio Risk Analytics
- Market & Sector Research
- CRM (Zoho) & Proprietary Analytics Tools
- Basic Python for Financial Applications
Certification
- Chartered Financial Analyst (CFA), Level I Cleared (90+ Percentile)
- Preparing for NISM RIA Licensing Certifications
Selected Achievements
- Significant contribution to ₹1.5 Cr VC funding round for a consumer startup.
- Exceeded internal investor pipeline targets by 160%+ over four consecutive months.
- Led M&A due diligence resulting in a high-value term sheet with a major Indian conglomerate.
- Increased firm LinkedIn following by 5,000+ within seven months through strategic investor-focused content.
- Awarded Best Delegate in Model United Nations; demonstrated leadership in structured debate and negotiation.
Languages
Hindi
First Language
English
Proficient
C2
French
Intermediate
B1
Timeline
Investment & Derivatives Strategy Associate
Pantelwar
11.2025 - Current
Senior Analyst - Venture Capital & Growth Advisory
Venture Garage
01.2025 - 09.2025
Bachelor of Commerce (Honours) -
Vivekananda Institute of Professional Studies - GGSIPU
12th Grade -
Bal Bharati Public School