Passed Level 1 examination of the CFA Program (December 2008). Passed the Associate Financial Planner Certification examination in Investment Planning meant for Mutual Fund Distributors, Stock Brokers and Portfolio Managers in February 2008. Scored 76% in the Securities Market module of the National Stock Exchange of India’s Certification in Financial Markets.
Jul 2006 - Apr 2007
Worked in a team of 14 people with the responsibility of researching and analyzing M&As, PPs and LBOs by leading private equity firms like Ventures West Management, 3i Capital, IDG Ventures, Cerberus Capital Management, L.P. and Intel Capital among others from around the world. Complete analysis of transactions which included writing deal summary, transaction timeline, valuation and multiples, financing terms and conditions and target financials. Sources for the analysis included reading the relevant SEC filings, press releases, newswire articles and internet search. Additional responsibility of maintaining and updating the guidelines and best practices of my team.
Jul 2005 - Sep 2005
Worked on fundamental and technical analysis of equity securities. Traded on behalf of the employer on the stock markets once a week. Ratio analysis. Managed a mock portfolio of about 15 scrips which generated weekly returns of 9% approx.
2008 - 2009
University of Exeter
Pursuing MSc in Financial Analysis and Fund Management with CFA track.
2003 - 2006
Scored 80% in money and financial systems, a subject focusing on various financial instruments and financial markets in India. Organised the first alumni dinner of the Economics Department of Hansraj College in 2004.
1991 - 2003
Laxman Public School
Scored 89% in AISSCE examinations (Year 12) Subjects: English, Mathematics, Economics, Accountancy