Senior Executive - Portfolio Analysis, Spark Capital Pvt. Ltd. (2024 - Present)
Currently working in the Portfolio Analysis division, with responsibility for identifying and evaluating investment opportunities across asset classes and geographies. Experienced in preparing tailored investment proposals to meet diverse client objectives such as retirement planning, alpha generation, and steady cash flow. Skilled in designing portfolio strategies, conducting quarterly evaluations, and managing tax computations and updates. Collaborated with reputed fund managers and leveraged in‑house research to recommend optimal investment avenues and timely exit strategies. Strong exposure to family office clients, with expertise in analyzing complex portfolios, aligning them with long‑term wealth management goals, and delivering actionable insights for sustained value creation.

Analyst - Financial Accounting Advisory Services (FAAS), EY (2023 - 2024)
Worked in cross‑functional teams across consulting divisions, including Risk Consulting where identified suitable telecom sites for asset monetization through extensive site visits and presented findings to the client. With Forensics team where profiled investee companies of a global Private Equity client and analyzed media sentiment. Also assisted in drafting Standard Operating Procedures for an Indian MNC covering HR processes such as onboarding, training, and appraisal, and contributed to a management consulting project related to an acquisition by an Indian company, where developed and maintained a detailed transaction database, tracked KPIs, and provided daily updates to the client.

Junior Analyst, Analyst - Divitas Capital Pvt Ltd (2021-2023)
Worked on diverse assignments in equity research and corporate finance, including analyzing Indian companies such as IHCL, Tata Motors, Aditya Birla Fashion & Retail, and Thyrocare Technologies to identify investment opportunities and prepare proposals for clients. Researched avenues in the Indian stock market and assisted in an ongoing M&A deal involving the sale of a distillery plant near NCR by preparing presentations, cold‑calling potential buyers, and drafting advertisements for publication. Additionally, tracked and monitored Divitas’ investments in international equity markets, primarily in the UK, by building a comprehensive database of overseas holdings and supporting monthly portfolio reporting through Interactive Brokers.

1. Able to analyse portfolios of family office clients and meet their varying investment requirements in Spark Capital.

2. Successfully worked in cross-functional teams in EY to deliver required results on time for clients

• MBA (pursuing), Indian Institute of Management Ahmedabad, 2024–26
• B.A. Hons (Economics), Ambedkar University, Delhi, 2016-19
• CBSE Class XII, Step by Step School, Noida, 2016

• CFA Level -1, 2024
• Equity Value Certification, 2022
• Online Wealth Management, 2022
• Excel Skills for Business, 2020
• Data Science: R Basics (edX), 2020
• Programming for Everybody (Getting Started with Python), 2020
• Marketing Management – I, 2020
• Principles of Financial Accounting, 2020
• Basic Statistics, 2020
• Data Science Math Skills, 2020

• Have pursued music alongside career and academics. Have passed Grade‑2 exams in Guitar from Trinity College London and earned a Junior Diploma in Tabla from Prayag Sangeet Samiti, reflecting versatility and formal training in both Western and Indian classical instruments.