• Assisted NAM, APC, and EMEA Investment bankers in 60+ client deliverables for advisory with a team of 20+ senior analysts• Analysed companies by market and industry research on business operations, financial information, and operational KPIs in Media, Telecom, Retail, Technology, Industrials, Healthcare, and Automobile industries, among others• Prepared profiles on industries & companies for strategic advisory by senior management in areas of Financing, IPO, M&A• Supported in preparation of roadshow presentations including industry and business overview, financial and operating parameters analysis, relative valuation, bolt-on acquisitions, share price performance, and peer comparison, among others

• Evaluated clients’ risk profiles to gauge their strategic asset allocation and help facilitate investments across equity and debt• Responsible for providing investment and trading based tactical calls to clients using both fundamental and technical analysis• Conducted a quantitative study on mutual funds of top 20 fund houses using performance ratios & ranked them accordingly• Worked to raise financial awareness among ~800 clients by conducting weekly webinars on topics like financial literacy and planning; resulted in 9x increase in firm’s monthly mutual fund AUM distribution from 5 Lakh to 44 lakh in the span of 1 year

• Carried out in-depth sell-side equity research (industry agnostic) on 18+ publicly traded companies in the Indian market; considered factors like industry and business operations, financial information, peer analysis, valuation and prepared reports• Trained, guided and directed a team of 11 equity research analysts, which included both freshers and experienced analysts• Additionally, served as a prime member of the newly set up department of Portfolio Management Services (PMS) in 2018• Restructured the company's portfolio which over the next two years outperformed the model portfolio by over 5 % CAGR• Penned 15+ articles and notes on the stock market and economic happenings to keep the company's finance blog up to date