Turning Data
Into Conviction
Sell-side meets buy-side thinking.
I sit at the interface of institutional capital allocation and equity research — translating market signals into structured, high-conviction ideas.
I'm a finance professional spanning institutional equity sales, ERP consulting, and engineering research. Currently at Axis Capital's Institutional Equities division, I manage relationships with some of India's most sophisticated buy-side institutions — PMS firms, Category III AIFs, insurance companies, and pension funds, sitting at the exact interface where sell-side research meets capital allocation decisions.
I hold a PGDM in Finance from SPJIMR and a B.E. in Electrical & Electronics Engineering from BMS College of Engineering (9.21 CGPA), and have cleared CFA Levels I and II on the first attempt, scoring 90%+ in Quantitative Methods. I also hold a NISM Research Analyst certification (Series XV).
My research work spans corporate valuation (DCF and relative analysis on Bharti Airtel), IPO analysis (Tata Tech), primary data analysis for SEBI's Consultation Paper on Index Derivatives, and portfolio construction using Modern Portfolio Theory. Before finance, I built financial systems at Deloitte and KPMG, reducing processing time by 70% through automation and onboarding a $28M US banking entity into Workday Financials.
I believe good analysis starts with the right questions, not more data.
Career Timeline
Institutional sales coverage specialist managing relationships with PMS, AIFs and insurance funds. Worked closely on live deals with trading, research and ECM teams to build allocation demand, facilitate price discovery and ensure successful deal closures. Actively involved in block placements, sourcing institutional interest and coordinating with the desk.
Engaged in Management Sales Teach-ins to address key sales team queries and equip for roadshows. Conducted primary data analysis for proposals in SEBI's Consultation Paper on Index Derivatives. Analysed India's passive investing growth, forecasting trends based on US market developments. Presented on global derivatives market comparing regulations, participant mix and product offerings.
Onboarded $28M worth US banking entity into Workday ERP. Institutionalised and optimised financial processes. Maintained 90%+ quality compliance for 50+ ERP project portfolios within the Quality Management System.
Wireframed ledger accounts with hierarchies and accounting details, transforming business event data. Reduced processing time by 70% by creating SQL scripts, digitising conversion while loading legacy data. Developed and customised balance sheet reports by analysing client legacy data. Hosted seminar for 200+ employees as lead speaker on Advanced Security in Workday Implementation.
Selected Reports
Expertise & Tools
Credentials & Qualifications
Get in Touch
Open to speaking engagements, research collaborations, and select full-time opportunities.