- Fundraising: Built detailed financial models and statements to support a $500K pre-seed funding round and show potential investors the company’s value- Regulatory Compliance: Led the legal preparation for business incorporation, ensuring readiness for full regulatory compliance within the first month.- Cost Optimization: Created expense models to help plan and control costs, aiming to cut expected operating expenses by 15% before launch.- Cross functional Collaboration: Worked closely with the product team to shape the MVP, ensuring it’s well-suited for the market and ready for a strong initial launch.

- Investment Research: Developed investment strategies based on detailed research of companies in the semiconductor industry; achieved portfolio growth of 34% through data-driven insights and rigorous financial performance assessments.- Strategic Allocation: Introduced an additional asset class to the portfolio, reallocating $25,000+ and generating a 20% return over 3 months.- Equity Market Analysis: Delivered comprehensive equity stock pitches, incorporating analysis, valuation, and an investment thesis to support recommendations, earning the best presentation accolade

- Budgeting and Variance Analysis: Reduced annual expenses by 15% by proactively identifying cost-saving opportunities, analyzing budget variances, and implementing targeted solutions.- Financial Transaction Management: Resolved transaction discrepancies by efficiently managing and tracking client fund transfers, wire, and journal transactions, ensuring accuracy and regulatory compliance.- Stakeholder Communication: Generated a 60% increase in attendee interest by delivering engaging presentations that showcased the benefits and strategic applications of the company's financial brokerage services at leading industry events.- Financial Reporting & Analysis: Optimized balance sheet reconciliations and journal entries for over $5M in assets, leveraging advanced QuickBooks and NetSuite functionalities to analyze financial statement trends and enhance accounting accuracy.

- Research Reports: Executed comprehensive research and compiled dossiers on trends within the Indian Asset Management Industry, supporting high-net-worth and retail investors in decision-making for asset allocation.- Fund Analysis: Led a team of 20 to develop financial models and rank large-cap funds, resolving portfolio inefficiencies and increasing returns by 10-12%- Financial Analysis: Evaluated top and bottom-line performance of various AMCs by thoroughly analyzing financial statements; discovered trends and anomalies that contributed to a 15% increase in client investment returns.- Financial Modeling: Developed a proprietary investment model using data from Morningstar, resulting in a 25% increase in profitable investment recommendations; documented findings in Word for team collaboration.