Personal finance specialist and mutual fund distributor with 13 years of experience managing finances for 200+ clients across Raipur and India, preceded by equity research and financial-products roles in Mumbai.
Raipur, Chhattisgarh, India
Goal-based mutual fund investing · portfolio strategy · tax planning · fixed-income investing · wealth creation · retirement planning · child education planning · equity research · institutional equities & HNIs · financial markets research · valuation modelling.
Founder | Solopreneur | Personal Finance Specialist | Mutual Fund Distributor
Helping 200+ clients across Raipur and India build long-term wealth through disciplined mutual fund investing; goal-based planning, SIP and lump-sum investments, ELSS tax-saving and regular portfolio reviews.
AMFI Registered Mutual Fund Distributor | ARN-74359.
Senior Equity Analyst (Institutional Equities & HNIs)
Large-cap and mid-cap research, stock ideas, business-model analysis, management interaction, concalls, valuation models, research reports, thematic reports, IPO/FPO notes and client/sales interaction.
Equity Research Analyst (Insti & Retail)
Automobile & Auto Ancillary and FMCG sector research, financial modelling, research reports, analyst meetings, stock ideas, media responses and presentations to senior management, dealers and HNIs.
Information Officer — Financial Products
Worked with Prowess, IAS, Capex and macro-economy-based financial products serving financial experts, broking houses, bankers, corporates and analysts.
Associate Trainee · Tax & Treasury unit
MBA, Finance and Financial Management Services — Savitribai Phule Pune University · May 2004–May 2006
M.B.A. (Finance) — Pune University · 2004–2006
Tax Planning · Portfolio · Fixed-Income Investing.
Raipur · India
DAM city-team placement within the wider India People Intelligence network.
Investment, Wealth Management & Financial Markets Advisor
Mutual Funds / Wealth Management / Equity Research / Financial Markets / Portfolio Strategy