Successfully raised INR 170 crores through a preferential allotment to marquee investors and financial institutions
Performed market research and conducted investor meetings to communicate company's operations and financial statements to potential investors
Prepared financial models and produced financial reports of the company and its peers to relay key metrics, financial results and variance reporting.
Financial Consultant, Chairman's Office
Man Industries (India) Limited
02.2024 - Current
Conducted valuations and NPV/ IRR analysis for company’s expansion plans in Saudi amounting to Rs 400 crores and expansion in Jammu projects amounting to Rs 700 crores (modeling ROI, IRR, payback period)
Detailed financial analysis on budgets, monitoring cash flow, optimizing capital structure, and ensuring effective utilization of financial resources to enhance profitability and drive growth
Analysis related to finance and commercial functions to support management decision-making (Project finance, LC’s and BG’s ) and provided active guidance to team members in the course of key strategic projects
Prepared interactive dashboards on a monthly basis for management reporting.
Investment Analyst
ICICI Prudential Mutual Fund
10.2022 - 01.2024
Developed Financial models and Investment reports to get a detailed understanding of business and to interpret and evaluate investment data and processes
Worked closely with senior Bankers to coordinate restructuring and valuation processes, assessing likely restructuring scenarios
Prepared Corporate Credit Opportunities Fund Model by strategically planning the expenses, management fees, income, financial objectives and risk tolerance of investors and the organization
Conducted due diligence across finance, tax and legal areas, coordinating internal workstreams and working with external advisors.
Auditor
Shaparia Mehta & Associates CA’s
09.2019 - 09.2022
Compiled financial information, figures and forecasts for budgetary decision-making
Conducted Statutory and Tax Audits of Various Companies engaged in sectors namely Financial Services, Construction and Real Estate, Software and IT Consulting, etc
Filed 100+ ITR's of corporate and non-corporate assessees during 1 week before the due date
Provided consultancy services on various aspects of Taxation Law and restructuring of business.
Finance Expert (Freelancing)
Chegg
09.2019 - Current
Worked as an online tutor for solving doubts and providing Out of the box solutions to students all across the world.
Education
CA -
The I.C.A.I.
05.2022
CFA Level 2 -
CFA Institute
05.2023
CFA Level 1 -
CFA Institute
02.2021
B Com -
H. R. College
HSC -
K. C. College
01.2018
SSC -
B.G.H.S.
01.2016
Skills
Financial Modelling and Business strategy
Proficient in Microsoft Office
Analytical thinking and Problem solving
Management reporting and dashboarding
Financial planning and analysis
Presentation skills
Leadership and Inter Personal skills
Certification
Grooming 360 programme by MUN World
Portfolio Manager’s certificate by NISM ( XXI B)
Financial Modelling course by Skill Nation
GMCS Course and Advanced ITT course conducted by The ICAI