Finance-driven, entrepreneurial CFA Level 2 candidate with 3 years of independent equity research and trading experience
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Finance-driven, entrepreneurial CFA Level 2 candidate with 3 years of independent equity research and trading experience, alongside hands-on involvement in two family-run businesses spanning corporate gifting and plywood manufacturing. Combines investment analysis and financial modeling skills with a founder's operating instinct from real business exposure. Eager to bring this blend of analytical rigor, contributing to investment analysis, portfolio support, and research within India's startup ecosystem.
Business Operations - Corporate Gifting - Family Business Ventures
Involved in the family's corporate gifting backpack business, supporting production planning, vendor coordination, and B2B client relationships.
New Venture Development - Plywood Trading - Family Business Ventures
Supporting the launch of my brother's plywood business, contributing to market research, supplier identification, and pricing strategy.
Retail Equity Trading & Market Analysis - Personal Initiative
CFA Level 1 - CFA Institute (2025-11)
CFA Level 2 - CFA Institute (2026-08)
Bachelor of Business Administration - Kurukshetra University (2024 - 2027)
