• Managing HNI clients on the advisory model.• Creating comprehensive financial plans that meet clients' goals andobjectives while minimizing risks• Regular portfolio reviews and implementing strategies based on assetallocation.• Skilled in relationship management and growing business throughsuccessful client referrals.• Developed retirement income strategies that projected and maximizedincome for the duration of retirement

▪ Working in the Corporate and Consulting Practice (CCP) Team at MAKS, a subsidiary of Moody’s Corporation ▪ Working for a Private Equity Fund of Fund (PE-FoF) client based in the United States ▪ Preparing Preliminary Information Memorandum (PIM) for client’s prospective investments in Real Assets. Primary sectors of investment include Oil and Natural Gas, Metals and Minerals, Agriculture and Timber. ▪ Analyzing the core strategy of a Private Equity fund describing fund size, target geography, target sector, value creation strategy of a fund including micro level details and the exit opportunities ▪ Understanding the dynamics of private equity, fund of fund value chain, operating structure and terminology ▪ Monitoring and updating portfolios on cloud based database – Salesforce.

Nucleus Partners® is a specialised financial advisory firm for start-ups / mid staged businesses. We work closely with entrepreneurs in achieving their growth plans by arranging funds from Private Equity (PE) and/or Venture Capitalists (VC) and/or HNIs, and acquiring new companies.We are a sector and stage agnostic advisory firm, specializing in preparing business and financial plans, conducting business valuations as per Indian / international practices, transaction due-diligence, and transaction structuringCurrent sector focus - Consumer Internet, Mobile, Education, Financial Services, Specialised Manufacturing, and Healthcare (including wellness)

Alpha Capital is a boutique setup that serves the needs of high-net-worth and affluent individuals, families, businesses, trusts and charities. Providing multi family office services wherein it supports the complex needs of a specific family and provide personalized services.Capabilities include investment advisory, risk management, financial reporting, tax planning and others.- Providing multi-family office services to HNI and U-HNI clients across Delhi NCR – Client facing role- Financial planning and investment advisory for HNI clients in line with their short term and long term financial goals- Investing in equities, mutual funds, bonds, structured products and alternate investments- Conducting a comprehensive review of client’s portfolio to assess strategies based on objectives and risk profiling, identifying opportunities and preparing customized asset allocation plan- Prepare Monthly, Quarterly and Annual Portfolio Reports, taxation impact of investments and Client Pitch Decks based on a view of client’s requirements and investment objectives