Headline

Financial Analyst who learned money the hard way Now building The Margin Life so you don’t have to

About

Morningstar, a leading provider of independent investment research, hired me as a Data Research Analyst in Feb 2023, after I completed their Development Programme as an Associate. In this role, I collect, monitor, and study data to analyze the financial status and performance of open-end and private funds, using various tools and techniques such as contract management, forecasting, and financial modeling. I provide accurate and timely reports and insights to clients and stakeholders, helping them make informed and strategic decisions. I have a PGDM in International Finance from Atharva Institute of Management Studies, where I gained a solid foundation in the principles and practices of the financial industry, such as portfolio management, risk analysis, valuation, and wealth management. I am also a CFA Level 1 candidate, pursuing my professional certification to enhance my knowledge and career prospects. I am motivated by the opportunity to learn from the best in the industry and contribute to the growth and success of Morningstar. I have a strong interest and expertise in qualitative and quantitative analysis, which I apply to my daily work and projects.

Location

Mumbai Metropolitan Region

Work experience

Senior Data Analyst at Morningstar, May 2025 - Present · 1 yr 2 mos

Data Research Analyst at Morningstar, Feb 2023 - Dec 2025 · 2 yrs 11 mos, Vashi

Morningstar Development Programme Associate at Morningstar, Aug 2022 - Jan 2023 · 6 mos, Vashi

Financial Analyst at eClerx, Apr 2021 - Jun 2022 · 1 yr 3 mos

Sales Executive at L&T Financial Services, May 2018 - Feb 2019 · 10 mos, Mumbai Metropolitan Region

Education

PGDM, International Finance, Atharva Institute of Management Studies.

Bachelor of Commerce - BCom, The KET's V. G. Vaze College of Arts, Science & Commerce (Autonomous)