Profile
I spent two and a half years at Lifelong Wealth in Mumbai, moving from analyst to senior analyst on a ₹35 Cr discretionary HNI book — asset allocation, AIF and PMS manager due diligence, and the bottom-up equity work underneath it. Roughly 190 bps of annualised outperformance against a blended Nifty 50 benchmark.
Since then, an MSc in Finance at Simon Business School and a remote research seat covering US defence, industrials and aerospace. What I publish here is the sell-side format applied to Indian names: three-statement models, DCF and SOTP, reverse-DCF cross-checks, and a written case that states its own failure points.
Coverage
Experience
- Fundamental coverage of US defence, industrials and aerospace names.
- Financial statement analysis, valuation build-outs and comparable-company work feeding investment memos.
- Ran execution on a ₹35 Cr discretionary book, delivering roughly 190 bps annualised over a blended Nifty 50 benchmark.
- Led AIF and PMS manager due diligence and built the suitability framework mapping mandates to client IPS constraints.
- Fundamental work across 40+ NSE and BSE listed names and 60+ mutual fund schemes in consumer, financials and healthcare.
Work
Sell-side format notes with three-statement models, DCF and SOTP valuation, WACC builds, sensitivity grids and reverse-DCF cross-checks.
The Excel behind each note — forecast drivers, valuation output and scenario tabs, in the state I actually work in them.
Multi-asset allocation built around IPS constraints — horizon, liquidity and risk capacity in, target weights out.
Contact
Open to equity research, asset management and buy-side roles in Mumbai.
Available now
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