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About

Finance professional with experience spanning wealth management and operational execution within performance-driven environments. Currently an Operations Associate at Belong, contributing to process optimization, financial oversight, and cross-functional coordination. Previously worked with HNI and UHNI clients, supporting investment exposure across Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), and fixed income instruments. Experience includes client onboarding, reporting, investment coordination, and operational streamlining. CFA Level I candidate with ongoing training in investment banking and financial analysis, developing expertise in valuation, financial modeling, and capital markets. Focused on building a strong foundation across global financial markets and institutional investing. Beyond finance, I am a gold medalist international athlete. Competitive sport has shaped my discipline, composure under pressure, and long-term focus — qualities I apply directly to my professional growth. I am also developing Voyanary, an early-stage cinematic travel storytelling venture reflecting my entrepreneurial orientation. Driven by analytical rigor, accountability, and continuous skill development. Interested in opportunities that offer steep learning curves and exposure to high-impact financial decision-making.

Experience1

  1. Operations Associate

    Feb 2026 — Present

    Belong - NRI Savings & Investments · Bangalore

    Managed end-to-end KYC operations for NRI clients on an IFSCA-regulated GIFT City investment platform, processing over 2,600 verifications while maintaining compliance accuracy. Oversaw cash operations supporting the company's $15M+ AUM, ensuring accurate transaction processing and fund reconciliation. Built the NRI tax filing vertical, growing to over 100 clients and generating significant revenue.

    • Processed 2,600+ verifications
    • Supported $15M+ AUM across various investment products
    • Generated ~₹3L in cumulative revenue from tax filing
    • Achieved ₹1.6L in revenue in the strongest month

Education1

  • Bachelor of Commerce (Honors)

    2021 — 2024

    Hansraj College, University of Delhi

Certifications2

  • Tally ERP-9 (Level 1)

    Karnataka State Electronics Development Corporation Ltd.

  • Investment Banking and Financial Analysis

    2026

    Boston Institue of Analytics