Investment Associate at Kubera Partners
Mumbai Area, India
I have been working in the Capital markets for more than 10 years with as diverse experience as working for startups, working for India's leading stock exchange, boutique investment bank, private equity fund, helping angel networks. As an Investment Analyst with expertise in valuation of companies, financial modeling, I help companies in formulating their business strategies, mentor start ups and in assisting them in their funding requirements. My area of focus within technology space is EdTech, FinTech and Real estate. Closely associated with CFA Society of India (IAIP) as Chair - Technology Committee.
Investment Associate, Kubera Partners
Aug 2014 to Present
• Responsible for screening new investment ideas and preparing info pack for Investment Committee • Responsible for monitoring the operational and financial performance of investee companies • Responsible for valuation of investee companies on a quarterly basis and reporting the same to Board of Directors and exchange • Preparing Investors’ presentation, quarterly newsletter etc. for KUBC shareholders (Listed on AIM) • Responsible for seamless exit from current investments either by way of IPO or through private investment • Involved in DRHP preparation, discussions with Investment bankers and other work to make sure the process runs smooth.
Consultant - Project Finance , Arthtech Consultants Pvt Ltd
Sep 2012 to Aug 2014
• I am responsible for assessment of Project finance, assessment of working capital requirement, preparation of Business Plans, Analysis of Financial statements etc. • I am also responsible for Business Development, developing relationships with various Banks, industry associations such as Chamber of Commerce • I am also responsible for developing relationship with various Industry associations such as Chamber of Commerce and sourcing new clients for funding • I am also responsible for sourcing MSME and start-up clients and help them in raising capital for business expansion
Assistant Manager - Research , National Stock Exchange of India
Sep 2010 to Aug 2012
Responsible for writing research papers, publications such as monthly NSE newsletter, yearly NSE Fact Book, yearly Indian Securities Market Review Responsible for arranging institutional research seminars and liaison with trading members, FIIs for their investments related queries Reporting data to various regulatory bodies such as SEBI, RBI, WFE, S&P on a monthly basis Responsible for interacting with b-schools as a prospective business partners & crystallizing tie-ups with them for various NSE courses Delivering lectures at various b-schools on various financial topics such as Capital markets, derivatives, equity valuation, strategic mergers & acquisitions etc.
Content Development Manager , Neev Knowledge Management Pvt Ltd
Oct 2009 to Sep 2010
Designing and developing a customized content for financial modeling, CFA coursework to be used to train the corporate clients & students of www.pristinecareers.com Conducting online classes of financial modeling module and delivering classroom lectures for CFA students
Equity Research Analyst , Millenium Capital LLP, Mumbai
Apr 2007 to Oct 2008
Writing research reports, pitch books covering Real estate & Hospitality sector companies. Detailed financial modeling and valuation of Real estate & hospitality sector companies, projects using DCF, SOTP, NOI, Residual Income method and NAV valuation method Wrote an Initiating Coverage Report (ICR) on kingdom Hotel Investment (KHI), which has a global portfolio of hotel Investments, planned hotel projects, strategy & competitive landscape, valuation of KHI using DCF & relative valuation Trained in-house management trainees for more than a year in financial modeling and research report writing
CFA, Investment research, CFA Institute - United States
Dec 2008 to Dec 2011
MMS, Finance, SIES College of Mgmt Studies, Mumbai
Dec 2004 to Dec 2006
B.Tech, Textile Technology, VJTI, Mumbai
Dec 1999 to Dec 2003