Wealth Management Consultant at ANALAH CAPITAL (2025-10 – 2026-01)
- Managed and advised a diverse client portfolio across multiple financial segments including private equity, PMS, AIFs, unlisted companies.
- Monitored market trends, economic indicators, and regulatory changes to deliver timely and informed investment advice.
- Developed financial models and conducted valuation analysis to support investment research.
- Coordinated with research, operations, and compliance teams to ensure seamless service delivery.
Summer Intern at Sanjay Deep & Associates (CA Firm) (2025-05 – 2025-06)
- Responsible for handling and managing the financial statements, records of clients database and ensured compliance with tax regulations.
- Ensured compliance with GST and other statutory regulations while supporting financial and reconciliations and reporting.
- Streamlined bookkeeping, reporting and documentation processes to enhance accuracy and efficiency.
Volunteer Intern at Toptroove foundation (2023-08 – 2023-10)
- Promoted positive environmental and societal impact initiatives.
- Collaborating with my team to develop recruitment strategies and managing day to day reports and tasks of the members.
Finance Trainee at Mangla Yatin and Co. Chartered Accountants (2022-09 – 2023-05)
- Managed and maintained financial records for more than 15+ diverse clients, including high value portfolios with annual transaction exceeding 2 crore.
- Supported the team in budgeting and financial planning by analysing and evaluating the proposals & contribution on cost saving strategies.
- Overseeing the records of financial transactions and ensured to maintain accuracy.
