- Developed valuation models for 25+ clients, across multiple sectors like Instant Messaging, Healthcare, EV & Mobility, Financial services, Real Estate, QSR, Carbon credit space.- Streamlined the valuation model-building process, improving accuracy and efficiency.- Conducted detailed financial analysis for over 50 clients.- Supported equity funding pipeline exceeding INR 150 crore and debt funding of INR 500 crore.- Part of end-to-end project for an instant messaging client, developing GTM strategy, product features, business plan, and valuation model.- Managed end-to-end engagement for a diagnostic client, crafting GTM strategy, franchise model, business plan, and valuation model.

- Supported senior team with client meetings and created Investment Memorandums for Equity & Debt clientele at Caerus3 Advisors & Think-Tank in Mumbai, India.- Played an integral role in end-to-end transactions, gaining valuable experience in various aspects of deals.

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- Conducted over 15 comprehensive goal planning sessions, providing tailored investment solutions through mutual funds that aligned with clients' financial objectives,enhancing clients portfolio performance.- Attended 20+ client meetings,ensuring a thorough understanding of their investment requirements and risk profiles.- Collaborated in building a innovative Step-up Investment approach, streamlining thesavings process for over 50 clients,resulting in a simplified and efficient financial management system.

- Utilized fundamental and technical analysis to pinpoint profitable IT sector investments, capitalizing on swing trade opportunities for over 5% returns in 2 months.- Developed and tested covered call, straddle and strangle option strategies using Opstra while constructing a diversified portfolio with optimal profitability potential and controlled risk.- Stayed updated with markettrends through diligentresearch utilizing resources such as Mint, Economic Times, and Bloomberg, facilitating informed decision-making and comprehensive analysis.