Research Interests include Mutual Funds, Business Groups, Spillovers, Corporate Governance and Regulation Impact analysis

1. Replication of Economic Survey2. Replication of Fama French four and five factor models

B2B Training On a mission to use my knowledge & experience to empower you to befriend money, understand investments & create financial plans to achieve your goals.Youtube: https://www.youtube.com/c/FinanceKeFunde

Vikasana is the Social Impact Club of IIM-B. ✨ Leading social media team. ✨ Volunteer in organizing various events to raise funds, such as marathons, creativity for a cause, and blood donation drive

Lead a three-member product team.Additional Responsibilities:🔸 Product Research🔸- Manage relationships with external product manufacturers (MF, PMS, AIF & Structured products)- Active interaction with product manufacturers to understand attractive investment opportunities, trends in the market to become an early mover.- Identify and set up processes for continued evaluation of existing product suite and assessment of new opportunities.- Standardisation of the processes and templates, leading to a significant reduction in time taken for completion (e.g. three days process reduced to three hours)- Organise and Moderate Investment Committee Meetings periodically to evaluate products and present findings to the team.🔸 Management Initiatives (& Digital advancement)🔸- Implement relevant strategic & tactical management initiatives.- Workflow management: Removed/replaced redundant parts of the processes to increase productivity and reduce time taken—automation of mundane processes/tasks.- Active involvement in upgrading existing software to manage operational activities to align with the business requirements.- Development & support on future digital projects to help the business have a digital transformation and ease of business. (eg. Digital MF KYC, Digital application processes)- Overseeing cash flow management software (built in-house) 🔸 Client Communication & Sales Support🔸- Collection and analysis of data to generate relevant reports and outputs which impact business decisions- Supporting the Sales team with inputs regarding Products, Markets, Strategic Initiatives, MIS, Operational aspects, etc.- Creation of client mailers on client communication to be sent on any regulatory change/product update/process changes etc- Accompanying sales team for client meetings and interactions.

Highlights:- Responsible for setting up the Product Team and related processes (SOP design).- 100+ client portfolio reviews with suggested allocation- 50+ goal-based financial planning analysisResponsibilities:🔸Relationship & liasion🔸Build relationships with external fund houses and product manufacturers (MF, PMS, AIF, and structured products) to receive product updates and arrange information for clients. 🔸 Client Portfolio Review🔸Conducting detailed portfolio review for existing portfolios based on in-depth analysis of the underlying. A detailed call to action is provided with respect to asset allocation, product selection, and execution.🔸 Goal-Based Planning🔸Designed a comprehensive template to assess the financial needs of the client, and recommend an asset allocation both on individual goal level and a comprehensive plan. 🔸 Product Whitelist🔸 (Recommendation List)Creating product whitelist for both debt and equity products, based on detailed selection parameters like fund performance, fund manager record, portfolio.🔸 Process Standardisation & Automation🔸Developing a standard process for risk profiling, portfolio reviews, scheme research, suggested allocation, and product recommendations along with designing Morningstar templates. 🔸 Training & Development🔸Conducting training for internal employees to facilitate a better understanding of macro indicators, market conditions, and assessment of client needs.🔸 Opportunity identification & liaison🔸Evaluating new investment and financial services-related opportunities. Empanelment of the approved offerings (including negotiation of commercials). Liaison with Legal/Compliance to execute agreements.🔸 Softwares🔸ICRA MFI, NAV India, Morningstar Direct, Bloomberg Terminal

Highlights:- 211 Direct Meetings with IFA Partners across Mumbai - Conducted 56 Knowledge Sessions for Distribution Partners (Multiple Channels)- Facilitated 35 Training sessionsAdditional Responsibilities: 1. Responsible for product level targets for the region for certain specified products across equity and debt.2. To actively work on low market share distribution counters with the sales team and include them as a part of the branch visit.3. Support to create simpler business communication on focused products along with the products team.4. Provide market feedback to investments team on competition products position and product sales in the market.5. Provide critical on-ground feedback to enhancing business activities.

Highlights:- Conducted 128 Knowledge Sessions for Distribution Partners (Multiple Channels)- Facilitated 46 Training sessions- Created 'One Pager' product communications for easy understanding by Retail Sales TeamAccolade:Awarded 'Stunning Debutant' for initiatives taken for standardisation of employee training and development. Initiatives:1. Liasoning with ICAI to conduct events for investor awareness and opportunities in Financial Markets.2. Provided detailed suggestions for use of social media (Whatsapp & Instagram) to enhance brand image. - Implemented in 2019-203. Project with MT batch on study of top holdings of various schemes.Responsibilities (Product Team):1. Responsible for Concept Selling across the region, leveraging existing distributor relationships.2. Conduct regular huddles/conference calls/meetings with the distributors for product, market and knowledge update. (Group of 30-50)3. Conduct regular training sessions for internal employees for continuous knowledge upgrading.4. Work with sales in increasing distribution spread and product mix.5. Resolution of distributor/investor queries on funds/products6. Gathering feedback on branch/distribution/team/customer service etc. during branch visit.7. Software-based data (performance/portfolio) extraction, analysis and visualisation for use by the sales team.8. Creation of templates for sales communication (including rolling returns, Peer Analysis & Products Summary Presentation) 9. Regular Communication around Changes in Debt Quant, Equity Top Holdings and Dividend IllustrationResponsibilities (Sales)Part of Sales team managing sales through ICICI Bank Wealth Channel, to obtain understanding of ground level situation, through interaction with Relationship Managers (RM), Branch Managers (BM) and Investment Advisors (IA)

Teaching students of CA Final - ISCA, Audit and Law with memory techniques

Highlights- 7 prospect research assignments- 3 valuation assignments based on 4 method combination- 4 information memorandum assignments-1 due diligence assignmentClientele Handled:- Leading Paint Manufacturing company- Renowned Interior designer & Turnkey Consultant- Leading chemical manufacturing company- Hong Kong-based Gasket & tube manufacturer- Well known diagnostic chain in Maharashtra & GoaWork Executed:- Research of prospective companies for acquisition, - Carrying out business valuations using valuations model (a combination of DCF & Price Multiples)- Preparation of corporate presentations - Teaser & Client Presentation- Carried out due diligence assignment for prospective acquisition & found potential issues for client.

Highlight:Awarded 'Tech Savvy Person' award for contribution in creating standardised templates for simplifying audit process.Clientele Handled:- Premier diamond jewelry manufacturer & exporter- Manufacturer, wholesaler, supplier & exporter of Industrial Oils, Lubricants & Industrial Waxes- Varodara (Gujarat) based manufacturer of Separators used by Pharmaceutical & Food Processing companies- Mumbai based BPO run and managed by a leading software gaint- Leading multi-speciality hospital in Mumbai- Swiss manufacturer of flavors, fragrances, and active cosmetic ingredientsWork Executed:- Detailed examination of the processes of the auditee- Verification of existence & effectiveness of internal controls- Discussion & correction of irregularities observed during the audit process- Physical verification of assets- Continuous communication with the management to ensure proper accounting & presentation as per applicable standards- Assisted team with new Rules as per Companies Act, 2013 & simplified the execution of several audit processes by creating audit templates

Highlight:Conducted first ever PAN India audit for an automotive battery maker and prepared comprehensive report which was highly appreciated by the management.Clientele Handled:- Surendranagar (Gujarat) based pharamaceutical manufacturer & exporter- Sanand (Gujarat) based company engaged in manufacturing & supply of micro irrigation systems and ducting network solutions- Prantij (Gujarat) based manufacturer of lead acid batteries for cars, two-wheelers and UPS applicationsWork Executed:- Physical verification of assets- Reconciliation and verification of purchase and sales registers.- Internal Audits including extensive work on design & testing of Control Matrix and special purpose audits.

Clientele Handled:- UK's leading manufacturer in sustainable stone wool insulation materials for thermal, fire and acoustic insulation- Japan based manufacturer of Consumer Durables (Air Conditioners, Refrigerators, Television Sets)- Company engaged in development, construction, operation and maintenance of infrastructure projects (roads & highways)- One of India's largest private multi-port operator- Ahmedabad based leading Manufacturer of Plastics Injection Moulding Machines & Blow Moulding Machines in India- Ahmedabad based company enagged in production and marketing of edible, cooking, and other oilsWork Executed:- Performed Statutory Audit assignments as per the Global Audit methodology (GAMx)- Conducted Opening Balance Verification- Carried out physical verification of assets- Audit of Cash & Bank, Payroll, Statutory Dues and Loans & Advances- Verification of Data sent for Actuary Valuation (i.e. Leave Encashment and Gratuity)- Reconciliation of Trade Payable & Receivable Balances as per books and as per Confirmations.