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Chartered Accountant | Investments Analyst | Equity Research | Public & Private Equities, AIFs, IPO | NISM XIX-C, NISM XV

About

I’m an Investment Analyst and Chartered Accountant with 2+ years of experience across public equities, private markets, and alternative investment funds (Category II & III AIFs). I’ve evaluated 100+ IPOs and contributed to investment decisions for a ~₹300 Cr AUM platform, working on opportunities ranging from ₹1–5 Cr across SME and mainboard listings, private investments, and fund-of-funds. This exposure has given me a strong lens on how capital is deployed across different stages, structures, and risk profiles. My work sits at the intersection of financial analysis and business understanding. I focus not just on numbers, but on the underlying drivers like strategy, competitive positioning, and management quality. What I do: > Build end-to-end financial models (3-statement, DCF, relative valuation, scenario analysis) > Conduct fund due diligence by analyzing PPMs, fund structures, portfolio strategy, and cash flow visibility > Write institutional-quality investment memos integrating industry, financial, and risk perspectives > Track portfolio companies through earnings, management interactions, and continuous model updates > Evaluate IPO pricing efficiency using peer benchmarking and growth-adjusted multiples I cleared the CA exam on my first attempt and hold NISM certifications in Research Analysis (XV) and AIF Fund Manager (XIX-C). I’m particularly driven by the craft of understanding businesses deeply - how they create value, sustain moats, and allocate capital over time.

Location

Jaipur

Work experience

Investment Research Analyst at Matterhorn Investment Advisors, Dec 2023 - Apr 2026 · 2 yrs 5 mos, Jaipur, Rajasthan, India, - Evaluate investment opportunities across public equities, private companies, and AIFs (Category II & III) by analysing business models, industry dynamics, and growth drivers - Build detailed financial models (3-statement) and valuation frameworks including DCF, peer benchmarking, and scenario analysis - Conduct in-depth analysis of 100+ SME and mainboard IPOs, assessing pricing, financials, and risk factors to identify high-potential opportunities - Perform fund due diligence, reviewing fund structures, PPMs, historical performance, and portfolio strategies - Prepare investment memos and research reports with actionable insights on valuation, risks, and investment thesis - Monitor portfolio companies through earnings analysis, management commentary, and model updates - Engage with promoters and management teams to evaluate governance, strategy, and capital allocation

Article Assistant at Vinod Kunal & Associates, Jun 2020 - Jun 2023 · 3 yrs 1 mo, Jaipur, Rajasthan, India

Education

Master of Business Administration - MBA, Accounting and Finance, SVKM's Narsee Monjee Institute of Management Studies (NMIMS)

Institute of Chartered Accountants of India