Key Result Areas: • Collaborated directly with the CEO & with the Vice President, PMS in researching & developing excel based financial models & tools, and build strategies in support of both existing & new investment efforts in the multi-asset portfolios • Synthesized large amounts of complex information into meaningful analysis to develop Interactive Dashboards/ Reports and delivering presentations on conclusions gained there upon• Participated in analyst meets & conference calls and wrote quarterly updates for circulation among HNI clients• Created Portfolio analysis and performance tracker sheets, Quarterly estimates Hit’s-and-Misses files and overall periodic risk/ return reports • Prepared comprehensive thoroughly researched Thematic/ Economic reports on recent events e.g. Monetary Policy/ Budget/ Election year impact on stocksHighlights:• Built end-to-end complex financial models for ~40 portfolio stocks under company’s coverage. Also, assisted in automizing the process to derive a fully concluded financial model with valuation of any stock at a click of a button by integrating the models with financial databases (Capitaline/Bloomberg)

Key Result Areas: • “Full-time equivalent” (FTE) analyst assigned to Managing Partner in a Long Short Hedge Fund with ~$ 5bn in AUM• Created end-to-end dynamic Financial Models on 100+ companies with varied complexities across countries, sectors and industries. US based companies covered 70% of times, rest being from Southeast Asia and European countries• Created multiple financial models for various industries and provided weekly statistical updates to client• Analyzed corporate financial statements, conference call transcripts and analyzing for revenue and cost drivers• Interacted with the client over how best to structure the model• Created Financial Models on Excel 2013 from scratch, according to client specifications• Initiated and written end-to-end equity research reports on numerous occasionsHighlights: • Twice appreciated with “SGA Best Performer Award” a.k.a. “SGA GEM Award” • Successfully build client relations – from “Pilot project” to “5 year ongoing strong and expanding relationship”• Played a key role as a team members to turn a new SGA’s client project from “Pilot” basis to an extremely happy and smoothly functioning relationship, evidenced through adding new FTE’s to the teamSectors Covered:• Consumer Discretionary – 25% (included names like Amazon, Restaurant Brands International, Starbucks, Home Depot) • Banking and Financials – 20% (Deutsche Boerse, IDFC Bank, Euronext, Visa Inc., Bank of America, REIT’) • Information Technology and Communications – 20% - (Alcatel-Lucent, Electronic Arts, Nokia, Logitech)• Materials and Industrials – 20% - (US Railways, US Courier service providers, Ball Corp, Summit Materials) • Others (Consumer Staples, Energy, Healthcare & Real estate) – 15% - (Tesco-Booker, Essilor, Ashford Hospitality Trust)

• Initiated and written end-to-end equity research reports on small and mid-sized companies across sectors, under the direct guidance of CEO & MD. • Participated in analyst meets and conference calls and written quarterly updates for circulation among management and clients• Constructed in-depth dynamic Financial Models on Excel for various companies and industries• Extensive use of MS Excel, Word and PowerPoint and financial database software, Capitaline • Maintained currency, commodity and other technical intraday market activity reports at the end of every trading session• Prepared weekly presentations for senior management on possible investment opportunities• Prepared and presented research / industry reports comprising of industrial trends, industry information; interpreting the result of research studies & providing business recommendations• Met people in key positions to get their inputs for the research study and to explore potential business opportunities for the client

• Determining market sentiment via research, valuation and data analysis• Making short-term/ long term calls in spot and futures market using Fundamental/ Technical Research• Managed self and client’s portfolios comprising various equity securities, commodities etc.• Advising clients on various attractive investment opportunities across various investment avenues such as Mutual Funds, Equities, Tax Saving Schemes, Insurance etc