Headline

Investment Analyst | Financial Modelling & Valuation | Equity Research Investor | CFA Level II Candidate

About

I am a CFA Level II candidate with a Bachelor of Commerce from Mumbai University and a Diploma in Business Management & Entrepreneurship from Atlas SkillTech University. My focus lies at the intersection of real estate investing and capital markets, with hands-on exposure to both asset classes. Currently, I work with a real estate investment platform (Rex Group), where I evaluate land acquisition and redevelopment opportunities across Mumbai and Gujarat. My work involves financial modelling, valuation, feasibility analysis, and investment underwriting to support capital allocation decisions across residential and commercial projects, in collaboration with senior management and external advisors. In parallel, I conduct independent equity research and manage a long-term investment portfolio, applying DCF valuation, relative valuation, financial statement analysis, and macroeconomic assessment to identify mispriced opportunities in public markets. I am particularly interested in roles across investment banking, private equity, real estate private equity, wealth management, and investment portfolio management, where I can apply rigorous valuation frameworks, financial modeling, and structured analytical thinking developed through hands-on investment experience to support disciplined decision-making and long-term value creation. I am passionate about contributing to the financial industry through strong market insight and a performance-driven mindset.

Location

Mumbai

Work experience

Real Estate Investment Analyst & Valuation Analyst at Rex Realty LLP, Jul 2023 - Present · 3 yrs 1 mo, Mumbai, Working directly with the founder and senior management across a multi-project real estate investment platform focused on land acquisition, residential redevelopment, and commercial asset creation. Responsible for investment evaluation, financial feasibility analysis, and supporting structuring and execution across early-stage and mid-stage real estate projects. Core Responsibilities -Evaluate land acquisition and redevelopment opportunities across Mumbai and Gujarat, assessing risk-return profiles, location economics, and long-term appreciation potential -Build financial models including ROI analysis, cash flow projections, cost estimation, and break-even analysis to support investment decisions -Conduct feasibility studies covering demand-supply dynamics, regulatory environment, and development constraints -Support capital allocation decisions across land parcels, residential redevelopment, and commercial assets -Collaborate with architects, legal advisors, contractors, and consultants during project planning and execution -Track macro and micro real estate trends to identify undervalued or high-growth investment opportunities Key Project Exposure -Gujarat Land Acquisition & Development: Assisted in evaluating agricultural land investment opportunities, including feasibility analysis, pricing strategy, and ROI modelling for phased development and exit planning. -Mumbai Redevelopment Projects: Conducted feasibility and cost assessments for residential redevelopment projects, evaluating timelines, approvals, construction costs, and expected returns. Swastik Group Projects (Integrated within Rex Exposure): Supported evaluation of land acquisition and development opportunities across group-linked entities, contributing to feasibility analysis, cost estimation, and investment decision support across mixed real estate assets.

Independent Equity Investor & Research Analyst at Self-Employed, Jun 2022 - Present · 4 yrs 2 mos, Mumbai, -Self-directed investor conducting fundamental equity research and long-term portfolio management across Indian and global listed markets. -Perform fundamental analysis of listed companies using financial statements, industry dynamics, and competitive positioning -Build valuation models using DCF, comparables, and ratio-based frameworks -Evaluate macroeconomic factors including interest rates, inflation, and liquidity cycles impacting equity markets -Develop and manage long-term investment portfolio based on value investing principles and risk-adjusted returns -Construct structured investment theses based on business quality, growth visibility, and valuation gaps

Summer Intern – Auto Finance Market in India at EY, Jan 2026 - Mar 2026 · 3 mos, Mumbai

Education

CFA institute

ATLAS SkillTech University