Ashish Agre
Pune
Summary
Research and finance professional with over 3 years of experience in financial analysis, market research, and reporting. Regularly use AI tools such as ChatGPT, Perplexity, Claude, Copilot, and Gamma to support research, validate information, structure content, and build presentations. Compare outputs across tools to improve accuracy by applying human judgment before final delivery. Comfortable evaluating AI responses, refining prompts, and ensuring clear, correct, and reliable outputs. Experienced in working with cross-functional teams and preparing structured, decision-ready reports.
Overview
9
9
years of professional experience
Work History
Investor Relations senior Executive
KSB Limited
Pune
08.2025 - Current
- Conduct market, industry, and competitor research using AI tools with manual validation.
- Prepare investor and management presentations by refining AI-generated content for clarity and accuracy.
- Compare outputs from multiple AI tools to identify inconsistencies and reasoning errors.
- Monitor market performance and investor sentiment and summarize insights for internal stakeholders.
- Use structured prompting to improve quality of AI responses for research and presentation tasks.
Research Analyst
Egniol Services Private Limited
Ahemdabad
12.2023 - 06.2025
- Advising startups on government funding eligibility, equity, and debt financing, aligning financial strategies with growth objectives.
- Developing pitch decks and investment-ready business proposals, integrating financial narratives and projections using tools like Canva and AI-assisted content creation.
- Conducting financial analysis, modeling, and budgeting using Google Sheets and Excel to support valuation assessments, capital allocation, and fund utilization planning.
- Leveraging financial documentation tools to streamline reporting, due diligence, and compliance preparation.
- Consulting firm focused on supporting startups.
Finance Analyst Intern
Margin Sentiment Advisorys Pvt Ltd
04.2023 - 08.2023
- Analyzed stocks using technical indicators for intraday and swing trading.
- Prepared research updates and strategy reports, validating analytical conclusions before client communication.
Executive
NoBroker.com
04.2023 - 08.2023
- Supported business and market research activities for a digital real estate platform
Korean Language Analyst
Hanaeni Services Private Limited
04.2022 - 02.2023
- Conduct categorization of phrases from social media messages related to different products/services.
- Capture insightful phrases for brand analysis in the automobile, food, etc.
- Analysis firm focusing on Korean language content.
Corporate Finance Analyst
BNY Mellon
Ahmedabad
05.2017 - 03.2019
- Conducted cash flow analysis to optimize liquidity management and forecasting accuracy.
- Executed variance analysis to identify deviations from budgeted financial performance.
- Collaborated with cross-functional teams to enhance financial reporting processes and accuracy.
Education
MBA - Finance
Punyashlok Ahilyadevi Holkar Solapur University
Solapur03-2019
BCom -
Punyashlok Ahilyadevi Holkar Solapur University
Solapur03.2017
Skills
- AI-Assisted Research & Evaluation
- Financial Analysis
- Market & Competitor Research
- Prompt Refinement & Validation
- Presentation & Reporting
- Investor presentations
Languages
- English
- Kannada
- Marathi
- Korean
- Hindi
Timeline
Investor Relations senior Executive
KSB Limited
08.2025 - Current
Research Analyst
Egniol Services Private Limited
12.2023 - 06.2025
Finance Analyst Intern
Margin Sentiment Advisorys Pvt Ltd
04.2023 - 08.2023
Executive
NoBroker.com
04.2023 - 08.2023
Korean Language Analyst
Hanaeni Services Private Limited
04.2022 - 02.2023
Corporate Finance Analyst
BNY Mellon
05.2017 - 03.2019
MBA - Finance
Punyashlok Ahilyadevi Holkar Solapur University
BCom -
Punyashlok Ahilyadevi Holkar Solapur University