About
I have over 12 years of professional experience across industries and roles, but largely focused towards Finance.
Post my graduation with a dual degree in Computer Science Engineering and Finance from Jaypee Institute of Information Technology, my first taste of the corporate world came in a data analytics consulting role, where I delved deep into the world of statistics and data-driven insights. Armed with tools like SPSS, I dissected mountains of data, transforming them into actionable strategies for European clients across diverse industries.
But I craved more. So, in 2012, I took the plunge into higher education, pursuing an MBA from IIM Indore while concurrently undertaking the rigorous CFA program, which I completed in 2013. It was during this time that I discovered my passion for education and mentorship, leading the student-led Mutual Fund, Voyage Capital, and honing my skills as a fund manager and a public speaker.
Post-MBA, I fulfilled a long-standing dream by joining Deutsche Bank's investment banking division. Over the next few years, I immersed myself in high-stakes transactions, across Australian and Indian geographies, including successful IPOs and QIPs, gaining invaluable experience and expertise along the way.
In 2018, I pivoted towards Private Wealth Management, embracing the challenge of mastering new skills, into sales.
After managing assets of multiple clients for 2.5 years, I forayed into the start up world and joined WealthDesk, a tech-driven startup revolutionizing retail investment, where I served as head of Strategic Partnerships
Today, as a leader in PhonePe's stock broking division, Share.Market, I'm on a mission to empower investors with actionable insights and educational content. Leading a dynamic team of content creators, I leverage my expertise to drive impactful campaigns across diverse channels, cementing Share.Market's position as a trailblazer in the fintech landscape.
I am also a CMT charterholder, foraying into technical analysis. I have been trading derivatives for my personal funds for over 10 years, giving me a holistic experience across products and techniques.
Beyond my professional endeavors, I'm a volunteer for CFA Society, a respected voice in the financial community. With a loyal following on LinkedIn and a penchant for sharing knowledge through guest lectures and webinars, I strive to inspire others to reach their full potential.see more
Experience
Tell us about your professional experience
Education
Where did you complete your basic education from?
Skills
Analytical Skills
Accounting
Financial Instruments
Data Analysis and Visualization / Data Analytics
Statistics
Team Player / Team Management
Corporate Finance
Financial Research
Financial Modelling
Accomplishments
Certifications
Chartered Market Technician
Issued : Mar 2022
Chartered Financial Analyst (CFA) charterholder
Issued : Aug 2016
Projects
Performance measurement of HDFC Top 200 Growth Mutual Fund
Completion Date : Jul 2013
Analyzed Asset Allocation, Style & Performance measurement of HDFC Top 200 Growth Mutual Fund
To understand the business model of Webdunia & suggest operational improvements & innovative strategies to enhance its business
Completion Date : Aug 2012
Languages
English
Hindi
About
I have over 12 years of professional experience across industries and roles, but largely focused towards Finance.
Post my graduation with a dual degree in Computer Science Engineering and Finance from Jaypee Institute of Information Technology, my first taste of the corporate world came in a data analytics consulting role, where I delved deep into the world of statistics and data-driven insights. Armed with tools like SPSS, I dissected mountains of data, transforming them into actionable strategies for European clients across diverse industries.
But I craved more. So, in 2012, I took the plunge into higher education, pursuing an MBA from IIM Indore while concurrently undertaking the rigorous CFA program, which I completed in 2013. It was during this time that I discovered my passion for education and mentorship, leading the student-led Mutual Fund, Voyage Capital, and honing my skills as a fund manager and a public speaker.
Post-MBA, I fulfilled a long-standing dream by joining Deutsche Bank's investment banking division. Over the next few years, I immersed myself in high-stakes transactions, across Australian and Indian geographies, including successful IPOs and QIPs, gaining invaluable experience and expertise along the way.
In 2018, I pivoted towards Private Wealth Management, embracing the challenge of mastering new skills, into sales.
After managing assets of multiple clients for 2.5 years, I forayed into the start up world and joined WealthDesk, a tech-driven startup revolutionizing retail investment, where I served as head of Strategic Partnerships
Today, as a leader in PhonePe's stock broking division, Share.Market, I'm on a mission to empower investors with actionable insights and educational content. Leading a dynamic team of content creators, I leverage my expertise to drive impactful campaigns across diverse channels, cementing Share.Market's position as a trailblazer in the fintech landscape.
I am also a CMT charterholder, foraying into technical analysis. I have been trading derivatives for my personal funds for over 10 years, giving me a holistic experience across products and techniques.
Beyond my professional endeavors, I'm a volunteer for CFA Society, a respected voice in the financial community. With a loyal following on LinkedIn and a penchant for sharing knowledge through guest lectures and webinars, I strive to inspire others to reach their full potential.see more
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