Manager- Asset & Wealth Management
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I got hooked on markets at nine years old, when my grandfather sat me in front of a stock screen — I was mesmerized by how fast everything moved. That fascination turned into a career, because for me, few fields offer what equity research does: real-time impact, constant learning, and the honesty of finding out quickly whether your judgment was right.
I'm an equity research and investment analytics professional with eight-plus years of experience spanning company research, financial modelling, portfolio advisory, and credit analysis across global and Indian markets. I've built and audited financial models, led credit and lending analysis for a major European bank, advised PMS clients and a family investment fund on options and derivatives strategies, and produced verified, dated investment calls with tracked outcomes — including a Buy call on RTX Corporation that returned 21.8% against the S&P 500's 5% over the same period.
I lead the adoption of AI-assisted research workflows wherever I work, and I care about building things that are repeatable — training and mentoring analysts, standardizing quality-review processes, and getting close enough to a business through plant visits, channel checks, and direct management conversations to form a genuine, independent view. Currently based in Gurugram, working as Manager, Asset & Wealth Management.
Manager, Asset & Wealth Management — Evalueserve, Gurugram, India (Apr 2025 – Present)
Lead investment screening and research coverage across global equity markets, own and review 70+ company models used directly in client allocation decisions, and mentor a wider team of analysts on financial modelling and AI-assisted research methodology.
Assistant Manager, Equity Research — Sutherland Global, Mumbai, India (May 2024 – Mar 2025)
Owned coverage of a 35-company Aerospace, Defense, Airlines & Airline Lessors universe across the US, Europe, and South Korea for a large US-based institutional asset manager. Initiated a Buy call on RTX Corporation (+21.8% vs. S&P 500's +5%).
Delivery Lead, Lending Services — Acuity Knowledge Partners, Colombo, Sri Lanka (Jun 2023 – Apr 2024)
Led a 15-analyst team on credit and lending analysis for a major European bank, including covenant monitoring and capital structure review.
Senior Research Analyst, US Market — CRISIL Limited (Global Research & Risk Solutions), Mumbai, India (Jan 2022 – Mar 2023)
Covered 25 US-listed Technology, Media & Telecom companies, producing quarterly earnings forecasts and thematic research.
Research Analyst, UK Market — Kalkine Solutions Pvt. Ltd., Noida, India (Jun 2021 – Oct 2021)
Conducted fundamental research on LSE-listed companies across 8 sectors, authoring 60 equity research reports.
Lead Analyst, Portfolio Management Services — Hem Securities Limited, Jaipur, India (Jul 2018 – May 2021)
Directly shaped PMS and proprietary portfolio positioning (~₹100 crore AUM), advised clients on options hedging and derivatives strategies, and conducted plant visits and management interactions as primary diligence.
Investment Advisor — NIFM Educational Institution Ltd, Jaipur, India (Nov 2017 – Jun 2018)
Delivered market training on equity investing, technical analysis, derivatives, and portfolio management.
CFA Program — Level I cleared; Level II candidate, CFA Institute
Company Secretary (CS) — Institute of Company Secretaries of India, 2020
B.Com — University of Rajasthan, 2014
CA Intermediate — Cleared 2014; articleship with Shah Patni & Co. and Amit Gokhroo & Co., Jaipur
NISM Certifications — Research Analyst, Derivatives, Investment Advisory
