About
FMVA®-certified financial analyst transitioning from 4.5+ years in BFSI (life insurance & wealth management), where the core work was financial data analysis, portfolio review, and large-scale data quality control. Independently built and validated a full equity research model (three-statement, DCF, comparables, Altman Z-Score) on Ashok Leyland Ltd. — combining hands-on modeling skill with a proven record of managing high-volume, high-accuracy financial data under real business pressure.
Experience3
Co-Founder & Wealth Advisor
Dec 2024 — May 2026WealthPRO Capital
Founded and managed an independent financial consultancy delivering portfolio review, mutual fund, insurance, and investment advisory services to over 50 clients. Built and ran a client advisory practice generating more than ₹25 lakhs in business in 1.5 years. Acquired 30+ clients through direct outreach and referrals.
Relationship Manager
Dec 2023 — Nov 2024Bajaj Allianz Life Insurance Company
Performed regular portfolio reviews, flagged under-insured accounts, and corrected policy gaps to reduce churn. Managed client acquisition and servicing for life insurance and investment products, generating ₹20 lakhs in new business. Advised and secured 15+ new clients, focusing on NRI segment with consistent target achievements.
Associate
Nov 2021 — Nov 2023ICICI Prudential Life Insurance Company
Managed end-to-end data quality and validation for 1000+ advisors across 6 Mumbai branches. Analyzed activation and premium data to identify high-potential advisors, supporting 100+ advisors reaching ₹1 lakh annual premium within 30 days, 150+ reaching ₹2 lakh within 60 days. Developed onboarding and sales training programs coordinating with 90 managers. Achieved Zonal Topper ranking 3 times.
Projects1
Equity Research & Financial Model — Ashok Leyland Ltd.
Built a three-statement financial model and performed DCF valuation using public filings to estimate intrinsic value for Ashok Leyland Ltd. Validated results with comparable-company benchmarks and Altman Z-Score credit assessment. Conducted sensitivity analysis on key value drivers and applied ratio and DuPont analysis to evaluate profitability, efficiency, and leverage trends.
Open on drive.google.com- Three-Statement Modeling
- DCF
- Comparable Company Analysis
- Altman Z-Score
- Sensitivity Analysis
- Ratio Analysis
- DuPont Analysis
Education3
Bachelor of Commerce
2018 — 2021Viva College, Mumbai University
HSC
2018St. Joseph High School, Maharashtra Board
SSC
2016Dugad Gujrati High School, Maharashtra Board