My Journey
My journey, marked by academic rigor and professional milestones, has led me to value life in numbers. At the helm of the Masters Union Investment Fund, I honed my analytical skills, paralleling the discipline I practiced as a Chartered Accountant, Company Secretary, and CFA Level 3 candidate. My tenures at Edelweiss Tokio Life Insurance and Quant Mutual Fund are testaments to my growth-oriented approach. Balancing these with diverse extracurriculars, I’ve crafted a unique narrative, quantifying my life’s journey, underscoring the importance of every effort in shaping my story. Quantifying the degree of effort behind each life activity. This method isn’t just about academic or professional achievements; it extends to the realms of personal passions and pursuits. By assigning a numerical value to every endeavor, from rigorous studies to adventurous travels, I’ve created a comprehensive metric that reflects the totality of my experiences. It’s a novel way to gauge progress, blending objective assessment with subjective experiences. To explore how this works and what it reveals, scroll down.
Professional Experience
Masters’ Union [June 2023 onwards…]
Post Graduate Programme in Technology & Business Management
Total Efforts
Total Efforts put into each activity over lifetime
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Contribution to Growth
Total contribution in growth for each activity
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Masters Union Investment Fund – Head of Investment
Led a team of 24 students to manage Rs. 5 Crore across various asset classes, including Equity, Real Estate, Derivatives, etc
Hosted several events and conducted workshops providing investment training to students across various colleges
Creatorpreneur Challenge
Created a youtube channel to make long format videos on business scams
Winner of Creator Challenge Finale for making a BBC-Documentary trailer featuring Blue-Tokai Coffee
Case Competitions
Secured 2nd Position in data analytics competition at IIM-Calcutta, amongst >800 teams across the country
Secured 3nd Position in Sustainable business competition at IIM-Ahmedabad, amongst >850 teams across the country
Secured 3nd Position in EV business competition at IIM-Bangalore, amongst >1000 teams across the country
Founder of a Dropshipping Business
Launched ‘Snacks with Benefits’ a dropshipping venture for healthy snacks, rapidly achieving Rs. 75k in revenue within 1st month
Professional Studies
My professional journey is anchored by qualifications in Chartered Accountancy (CA), Company Secretaryship (CS), and as a Chartered Financial Analyst (CFA) Level 3 candidate. These certifications have not just been academic pursuits, but a deep dive into the realms of financial expertise, corporate governance, and investment analysis. They play a crucial role in my career, offering a strong foundation for strategic decision-making, effective risk management, and a nuanced approach to investment strategies, all vital in the finance and investment sectors.
Chartered Accountancy
Associate member of ICAI
Scored more than 60% in Strategic Financial Management, Advanced Management Accounting and Information System Control and Audit
Company Secretary
Cleared all levels of CS Exams
Scored more than 60% in Strategic Financial Management, Advanced Management Accounting and Information System Control and Audit
Chartered Financial Analyst
CFA Level III Candidate
Scored more than 60% in Strategic Financial Management, Advanced Management Accounting and Information System Control and Audit
Edelweiss Tokio Life Insurance Company Ltd [April 2022 – June 2023]
Chief Manager – Equity Quant Analysis
Total Efforts
Total Efforts put into each activity over lifetime
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Contribution to Growth
Total contribution in growth for each activity
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- Realized more than 20% CAGR with a sharpe ratio of 1.1-1.4 by developing 7 quantitative investment strategies in 14 month
- Outperformed benchmark by 3% in last quarter of FY23, managing Rs. 20 Crores of alpha-generating discretionary portfolio
- Optimised the risk profile of ULIP portfolios worth ~Rs. 1,500 Crores through continuous tracking and proactive management
- Administered and updated an SQL database for monthly portfolio rebalancing, ensuring 100% accuracy and timely execution
- Evaluated and leveraged 25+ quantitative research papers to conceptualize, enhance & implement 15+ investment strategies
Skills Developed
Quant Money Managers [October 2019 – April 2022]
Fund Manager – Commodities
Total Efforts
Total Efforts put into each activity over lifetime
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Contribution to Growth
Total contribution in growth for each activity
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- Achieved an industry-beating performance, propelling the company’s AUM from Rs. 300 Crores to Rs. 7500 crores in 2 years
- Managed a multi-asset mutual fund scheme of ~Rs. 1000 crore, diversifying investments across equity, debt, and commodities
- Pioneered & led a developer’s team of 10+ for creating portfolio management, dealing, operations, and compliance applications
- Developed derivative hedging models using futures and options to protect the equity portfolio through multiple downside falls
- Created 20+ risk management indicators for industry & company analysis, delivering real-time reports to gain market insights
- Mentored and coached junior analysts and interns, effectively catalysing a remarkable 20+% boost in team’s overall productivity
Skills Developed
SDA & Associates [October 2013 – April 2017]
Chartered Accountancy – Articleship (Trainee)
Total Efforts
Total Efforts put into each activity over lifetime
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Contribution to Growth
Total contribution in growth for each activity
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- Developed & back-tested derivative trading strategies, like butterflies, straddles & strangles, to achieve an optimal risk return ratio
- Conducted market trend analysis & historical data review for investment decisions, ensuring compliance in company accounts.
- Specialised in indirect tax audits, adeptly leading a team of 5 members for VAT audit and ensuring timely completion of all audits
- Efficiently executed concurrent audit of an SEZ branch of PSU Bank for 6+ months, ensuring zero delay in report preparation
- Completed thorough internal review for government companies and executed accounting, tax and statutory audits for 50+ SMEs
Skills Developed
Skills Developed
Portfolio Management
Quantitative Research
Equity Valuations
Fundamental Analysis
Risk Management
Financial Modelling
Corporate Law
Python
R Programming
MySQL
MS Office
Business Communication
Book Keeping
My Professional Journey
Hover over the chart for more details
This chart captures the dual dimensions of my career:
- The ‘Level of Efforts’ axis reflects the intensity and focus poured into various professional stages,
- The ‘Growth Curve’ charts the trajectory of my career progression, showcasing how dedicated efforts over time have fueled my development.
- The scatter plot punctuates this path with key achievements and extracurricular milestones, each a testament to the journey’s rich tapestry.
Highlights from my Journey
21 June
2023
MBA
Embarked on a journey to bridge the gap between finance and business by pursuing a full-time PGP at Masters Union, taking on the presidency of their Investment Fund
23 May
2023
CFA Level 2 Cleared
Cleared 2nd Level of CFA Exams to build a stronger finance background
11 April
2022
Quant Analyst
Began my journey as an Equity Quant Analyst with Edelweiss Tokio Life Insurance Co Ltd
07 August
2021
Fund Manager
Got promoted to a Fund Manager position at Quant Money Managers, becoming the Yongest Fund Manager in the company
31 December
2019
Company Secretary Cleared
Cleared all levels of Company Secretary Exams to add another professional degree to my profile
23 October
2019
Research Analyst
Began my journey with Quant Money Managers as a research Analyst
15 May
2019
Chartered Accountant
Cleared all levels of CA exams to become an Associate Chartered Accountant
01 October
2018
Vipassana Follower
Became a Vipassana Meditation student after successfully completing an intense 10 days course
01 June
2015
B.Com Graduate
Completed graduation from H.R. College of Commerce and Economics with more than 80% percentage
30 September
2014
General Leadership Award
Recognized for leading the HR College NSS Team for 3 years of social service.
SOTP for Personal Growth
Number of Months
Represents the number of months spent in each activity throughout life
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Average Efforts
Average efforts put into each activity per month (Out of 100)
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Total Efforts across lifetime
This chart shows the overall effort put into each activity. It considers both time spent and efforts put into each activity, giving a clear picture of what's driving the growth trajectory
No Data Found
