ETFs and Mutual funds are offered through Investia Financial Services Inc.

Actively following one of the GICS sectors and a publicly traded company to write Equity Research reports and recommend Short positions. Independently managing CAD 500,000 fund for UNB under the supervision of Seamark Asset Management and achieved a portfolio return of 6.9% in 4 months (Jan 2021 - April 2021).

Teaching Assistant for Graduate courses ‘Introduction to Financial Derivatives’, ‘Fixed Income’ & ‘Investments’.Supported the faculty with literature research and contributed to the development of course material.Responsible for grouping students, managing queries and assessing them to provide effective, timely, and appropriate feedback.

Founding team member of the startup which provides a range of the finest health products specifically made for people looking for healthy diet options.Participated in all aspects of business development from market research, product research and finance to operations and marketing, ensuring that the company's vision was followed. Developed business strategy from creation to launch of the products.Recruited and trained new employees for the company for the respective positions.Partnered and set up sales on eCommerce platforms like Amazon, Flipkart and Snapdeal.

Managing day to day operations, revising accounts on daily and monthly basis, handling andensuring timely delivery to clients; Initiated and handled online sales.Business Development & CRM: Added 3+ clients, making deals worth INR 0.5 Million.Implemented computer-based accounting to track payments and receipts easily.Analyzed delayed payment receipts & proposed a new way that enhanced efficiency by 45%.

Managed risk of portfolios of funds, institutional clients & HNIs with mandates up to $4.5 billion against custodians by identifying, allocating and controlling potential discrepancies.Projection of the cash balances to the London & New York trading desk on daily basis.Query management for the entire team with popular US banks/ custodians.Project management in streamlining processes and enhancing divisional performances. Undertook a special project where the time spent was brought down by ~60%.Handled part of client reporting of sensitive clients.