Headline

Independent Financial Advisor | MBA – Strategy & Consulting | Ex-EY Intern | M&A Analysis | GTM & Business Strategy | Financial Modeling

About

MBA in Strategy & Consulting with experience across Big 4 consulting environments (EY, KPMG), M&A analysis, GTM strategy, and independent client advisory in financial services. Strong foundation in structured problem-solving, financial modeling, and data-driven decision-making. At Ernst & Young (EY), worked on M&A and financial analysis for large-scale transactions including HUL–GSKCH and Tata–JLR, supporting deal evaluation, benchmarking, and scenario modeling to assess strategic fit, value drivers, and post-merger impact. Through consulting engagements, including a KPMG capstone for Mahindra Lifespace, contributed to GTM strategy, market sizing, and prioritization frameworks focused on growth and ESG-led value creation. Academic work includes research on corporate governance and legal risk in M&A. Currently working as an Independent Client Advisor – Financial Services, delivering business advisory support through portfolio strategy, asset allocation, and performance analysis. This role has strengthened client-facing delivery, analytical rigor, and ownership in real-world decision-making. Interested in roles across strategy, consulting, business advisory, M&A, valuation, and governance, where structured thinking and analytical discipline drive measurable business impact.

Location

Prayagraj

AI stack

antigravity

codex

opencode

Work experience

Independent Financial Advisor at Independent Financial Services, Jan 2026 - Present · 8 mos, Prayagraj, Uttar Pradesh, India, • Support clients in investment planning and portfolio construction, managing AUM of ₹50+ lakhs across multiple clients. • Apply structured analysis and financial modelling to help clients make informed investment decisions. • Collaborate with clients to understand goals, assess risks, and develop suitable strategies. • Build trust and strong client relationships through clear communication and problem-solving.

Summer Intern at EY, May 2024 - Jul 2024 · 3 mos, Gurugram, Haryana, India, Project: Optimizing Investment Strategies through Merger and Acquisition Analysis. Conducted a comprehensive analysis to identify key patterns and trends in historical M&A data. Evaluated the financial and strategic impact of past M&A activities to develop investment strategies. • Conducted in-depth analysis and competitor benchmarking of 20+ M&A deals (e.g., HUL-GSKCH, Tata-JLR), identifying strategic patterns that enhanced investment decision efficiency by 15%. • Built advanced financial models to simulate post-merger outcomes, projecting ₹5,000 Cr in revenue synergies and ₹2,500 Cr in operational gains. • Collected and synthesized data from 10+ sources to support actionable, data-driven recommendations for strategic planning. • Benchmarked 8 competitors to assess EY’s eLearning market positioning strategy, redesigning training content and boosting engagement by 25%.

Education

Master of Business Administration - MBA, Strategy and Consulting in collaboration with kpmg (23-25), UPES

CA Intermediate, The Institute of Chartered Accountants of India