About

Finance and research professional with over a year of experience in ESG and financial data research, currently analyzing sustainable revenue exposure at Morningstar Sustainalytics. Skilled in financial statement analysis, ratio-based evaluation, and interpreting annual reports and regulatory filings.

Experience4

1. MI

   Data Analyst

   Jul 2025 — Present

   Morningstar India Pvt. Ltd. · Vashi, Navi Mumbai

   Classify sustainable revenue exposure for 50–60 companies monthly against a 127-activity, 164-safeguard taxonomy, sourcing evidence from 10-K/20-F filings, annual reports, and sustainability disclosures. Sustained 99%+ research accuracy over multiple months, reaching 100% in 3–4 individual months. Identified gaps in ESG classification methodology and helped design an internal AI agent to automate analysis write-ups.

   • Sustained 99%+ research accuracy over multiple months.
   • Achieved 100% accuracy in 3–4 individual months.
   • Reduced team workload by approximately 1.1 FTE.
   • Cut average activity-data entry time by 20–30%.
2. AT

   Portfolio Manager Intern

   Jun 2024 — Aug 2024

   A2Z Trading Academy · Internship · Ulhasnagar, India

   Delivered 125–300% account growth for two forex clients over two months by applying technical-analysis trading strategies from training. Acquired two forex clients independently during an unpaid training internship.

   • Achieved 125–300% account growth for two forex clients.
3. CG

   Finance Intern

   Apr 2024 — Jun 2024

   Corefinexperts Global Technologies Pvt. Ltd. · Internship · Pune, India

   Calculated liquidity and profitability ratios for 15 companies using a standardized template during a financial analysis training program.

4. F

   Financial Analyst Intern

   Mar 2024 — May 2024

   Fundsroom · Internship · Pune, India

   Produced 8–10 company stock analysis reports over two months, combining ratio analysis in Excel with charted PowerPoint recommendations. Supported business development through prospect research and lead tracking.

Projects2

• Virtual Job Simulations — J.P. Morgan & Bank of America

  Built a DCF valuation model and company recommendation for J.P. Morgan; performed valuation analysis and an investment pitch presentation for Bank of America.

• Academic Project — India's Foreign Exchange Reserves (RBI)

  Solo 3-month study on RBI's forex reserve management and its role in currency stability, delivered as a report and presentation.

Education2

• PC

  MBA

  2023 — 2025

  Pimpri Chinchwad University

  Finance & Investment Banking

• UO

  BMS

  2020 — 2023

  University of Mumbai

  Finance

Certifications5

• Investment Banking: Financial Analysis & Valuation

  Coursera

• Equity Indexes & Valuations

  edX, NYIF

• Financial Markets and Products

  edX, SBI

• Financial Analysis for Decision Making

  edX, Babson

• Intro to Corporate Finance

  edX, Columbia