• Currently working as Senior Investment Associate at Vikas Poddar Family office in Asset allocation(Direct Equity, Debt, VC, Cash, Real- estate) , Deal flow management, Equity Research-primary and secondary. Managing and creating databases to track the performance of the assets and deal flow. 

• Worked as a Equity Research Analyst at Quantastic Research LLP, Fundamental Research across Sectors. Prepared Quarterly and Annual research reports. Collected and organized data through primary and secondary resources. 

• Did a short stint at North Loop a Startup Digital bank, worked on growing their NRI Banking and Wealth Management Business.

• Worked as a Wealth Manager at Purnartha Investment Advisers Pvt. Ltd. since Jan 2019 , I help them in HNI and UHNI acquisition.  My expertise is into Sale of Financial services. 

 Skills I have acquired :

• Experienced in Buy Side-  research and analysis of  Equity, Debt, Real Estate,  Private Equity, Venture Capital and opportunities in new generation investments (Blockchain, Web3, DeFi, NFTs etc). Helped in designing asset allocation strategies, portfolio management, Data and deal flow management and Data audit.

• Gathering data of prospects, Sampling the data for efficiency, Convincing the prospect for meetings, Understanding the client requirement, Pitching the product, On-boarding and Servicing.

• As part of my job I have good understanding of the Equity markets,  working knowledge of Financial Products like MF, PMS , AIF. Private Equity, Domestic and Global Economy. 

• I am also an NISM certified Investment Adviser and Research Analyst.

I have done my Post Graduation in 2019 from IFIM now( JAGSOM), my specialization is into Finance and Capital Markets.

I did my graduation in Business Management with finance as specialization at Prism Degree and PG college. 

I also have a  B.com degree from Andhra University School of Distance education, which I did while attempting for my CA-IPCC examination.

NISM -Investment Adviser Level 1 & 2 (NISM-201800179004)
NISM - Research Analyst
Bloomberg Market Concepts

Blitzkrieg Award for Outstanding Performance 2019-20

Star of the Month Oct 2019 & Feb 2020

Wrote a Research Paper :  Investors' behavior and Investment choices- A preference study

Worked for Anti Pollution Drive to derive sustainable solutions  for waste management and benefits of Green House Building.

Campus Ambassador for IIM Bangalore Vista for 2015,16 and 17.