Kunal Sehgal
New Delhi
Summary
Private Equity Operations Associate with experience supporting fund operations, investor reporting, capital calls and distributions. Hands-on experience across fund administration, cash management, NAV reporting, and quarterly close cycles. Proven ability to manage complex workflows, ensure data accuracy, and improve operational efficiency in fast-paced investment environments.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Private Equity Associate
Incedo
New Delhi
03.2025 - Current
- Track quarterly Net Asset Value (NAV), contributions, distributions, unfunded commitments, escrow account,Recallable Return of Capital (RROC) and proceeds from realisation through fund quarterly/financial reports.
- Track and analyze Internal Rate of Return (IRR), Multiple of Invested Capital (MOIC), Total Value to Paid-In (TVPI),Distributions to Paid-In (DPI), and Residual Value to Paid-In (RVPI) for private equity investments.
- Perform Analysis of the financial statements for various asset class funds such as Private Equity, Venture Capital,Real Estate & Infrastructure Fund of Funds using Balance sheet, Income Statements,Partner’s Capital, Cash flow statement and Schedule of Investments, re-viewing quarterly NAVs & IRR.
- Managed the limited partner mailbox on a daily basis, categorizing emails into actionable and non-actionable items,and supporting ad-hoc requests in a timely and efficient manner.
- Update and maintain portfolio details for multiple private equity funds, including current cost, fair market value's, and ownership information
Content Writer
Truemind Investment Advisors
New Delhi
07.2022 - 08.2022
- Applied strong writing, editing and proofreading abilities to each assignment to produce best possible content.
- Gained deep understanding of industry trends and topics before creating content.
- Investment planning
- Retirement needs
- Mutual funds
- Financial planning
- Investment advice
- Mutual funds and liabilities
Education
Bachelors of commerce (Honours) -
Maharaja Agrasen Institute of Management Studies
New Delhi10th -
Apeejay School Pitampura
12th - Commerce
Apeejay School Pitampura
Skills
- Written and verbal communication
- Research and analysis
- Stock market understanding
- Financial analysis
- MS Word
- Investment planning
- Retirement Planning
- Excel
- Power Point
- Presentation
Certification
- NISM Research Analyst (XV)
- NISM Equity Derivatives (VIII)
- Certified Financial Planner (CFP)
- FRM Part-1 Candidate
Hobbies and Interests
- Playing Badminton
- Listening music
- Reading Books
Timeline
Private Equity Associate
Incedo
03.2025 - Current
Content Writer
Truemind Investment Advisors
07.2022 - 08.2022
Bachelors of commerce (Honours) -
Maharaja Agrasen Institute of Management Studies
10th -
Apeejay School Pitampura
12th - Commerce
Apeejay School Pitampura