- Focused on conducting regular reviews of client portfolios, analyzing performance, and making recommendations to fund managers for necessary adjustments.- Instrumental in establishing and optimizing company processes since its inception, setting a solid framework for scalable operations and strategic expansion.- Led a team to achieve a significant increase in new client onboarding within a year, broadening the client base and boosting assets under management.- Successfully implemented a digital onboarding process, cutting processing time and boosting efficiency.- Leads the financial reporting and compliance team, ensuring adherence to regulations and timely regulatory reporting to the Securities and Exchange Board of India (SEBI) and other regulatory bodies, achieving consistent, on-time reporting without errors.- Serves as a point of contact for high-net-worth clients, addressing their inquiries, providing updates, and ensuring exceptional client satisfaction.- Supports investment analysis and content development, creating materials for client presentations, proposals, and analysis, using industry knowledge to foster growth and engagement.

- Maintained coverage of specific sectors and stocks by gathering financial data from various online and offline sources.- Conducted financial modeling and stock valuation to provide valuable insights for decision-making.

- Closely collaborated with senior analysts of consumer sector companies in India, employing fundamental analysis to provide comprehensive coverage and producing over 10+ equity research reports, IPO analyses, earnings previews, and sector reports, contributing to investment decisions and strategy.- Sourced and streamlined financial data collection from various digital sources for financial modelling and valuation purposes.- Delivered actionable insights from investment conference calls and monitored the performance of investments, including attending quarterly earnings calls and investor meetings.

- Prepared detailed monthly, quarterly, and annual financial statements, including balance sheets, income statements, and cash flow statements, for internal stakeholders.- Managed and reconciled company financial accounts, ensuring accuracy and compliance with accounting standards and regulatory requirements.- Analyzed financial data to identify trends, perform variance analysis, and provide actionable insights for cost reduction and revenue enhancement strategies.

Managed accounts and reporting for a diverse range of clients, ensuring accurate financial records and comprehensive reporting to support their financial needs and decision-making.

- Conducted operational audits of information systems to ensure information integrity and data security for financial institutions.- Actively participated as a member of the TRAI audit team, conducting audits for a prominent telecom service provider.