B.Com graduate and CFA Level I candidate with experience in taxation, business finance, investment research, and wealth management. Worked closely with the founding team of an early-stage venture, contributing to business finance and operational strategy in a high-growth environment. Skilled in analyzing unlisted securities, fixed income, and debt markets to identify investment opportunities and support portfolio advisory for HNI clients. Proficient in Advanced Excel, financial reporting, and data analysis with strong analytical, problem-solving, and stakeholder management skills.
