I understand how it feels to be financially insecure, without any opportunity, and go above and beyond when an event arises. This is why I love finance because it functions as a societal tool that allow individuals/corporations to overcome financial hurdles and accelerate growth.

I started my journey as an Associate with Crisil India Pvt. Ltd. and resigned after two years to pursue CFA certification.

Soon after clearing Level 2 of CFA program, I got an opportunity to work with Morningstar India Pvt. Ltd. where I got exposure to the gigantic Mutual fund & ESG universe.

In my current role at JP Morgan Chase & Co., I assist Global equity analysts in building Financial Models, customized financial tables, excel based products, etc. At the same time, I recently cleared the last level of CFA Program in Nov’22.

I possess other necessary skills to be a successful research analyst which include knowledge of AI tools such as Alteryx and UIPATH that is extensively used for automation.

I enjoy writing and reading about diverse topics like Fund Manager selection and Performance attribution. Please feel free to reach out if you want to discuss more on emerging funds, automation tools, and Stock market.

Professional Skills:
• Well-versed in Mutual fund analysis and ESG universe.
• Working knowledge of Morningstar Direct
• Proficient with Excel VBA, Alteryx, and Advanced excel functions.
• Building interactive models to forecast the company’s financials.