About Me
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.
Skills & Technologies
Work Experience
Co-Founder & Wealth Advisor
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
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
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.
Projects
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.
Education
Bachelor of Commerce
Commerce