Research @InCred Money | Private Markets | CFA L1 Cleared

Mumbai, Maharashtra, India
Mumbai, Maharashtra, India
Mumbai, Maharashtra, India



BMS, Finance and Financial Management Services
University of Mumbai

Veer Bhagat Singh International School
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Mumbai Metropolitan Region
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Assistant Manager at InCred Money, Aug 2025 - Present · 1 y 1 mo, Mumbai, Maharashtra, India, P&L & Portfolio Management • Identified and helped source high-growth investment opportunities like Zepto, Furlenco, Ab InBev and Manjushree, evaluating business models, demand-supply dynamics, and unit economics leading to actual client transactions and portfolio additions • Managed unlisted shares inventory of 150 Cr+ and computed firm-wide P&L, optimizing margins to ensure sustained profitability Markets & Research • Authored client-facing research reports on unlisted equities and fixed income corporate bonds for retail and HNI clients, covering macroeconomic trends and fundamental analysis to support investment decisions • Executed comprehensive valuation and financial modelling for a portfolio of 60+ unlisted companies; streamlined internal pricing processes and delivered strategic presentations for high-conviction investment opportunities • Pioneered and co-author four research publication series under the InCred Money brand (Trading with AI, Investing with AI, Global Alpha, IPOs with Stocko), producing deep-research content on AI-driven investing, global equity themes, and live IPO filings for retail and HNI audiences Python & Quantitative Analytics • Built an automated inventory tracking system for the unlisted shares desk, replacing a fragmented manual process with real-time position visibility, cutting daily operational overhead by 90%+ and improving buy/sell decision speed across the team • Engineered a Python-based competitor pricing intelligence tool that automated quote aggregation across unlisted securities platforms, reducing manual data collection time by 99% and directly impacting desk pricing decisions and margin optimization • Engineered an end-to-end DCF and reverse DCF calculator, developing both the interactive HTML frontend and the core valuation backend to serve as a top-of-funnel marketing asset for the brokerage
Managing Partner at Kinzo media, Jun 2024 - Apr 2025 · 11 mos, Mumbai, Maharashtra, India, Helped Top 1% US content creators achieve +100 M views across all platforms :)
Finance Intern at M.R. Jain and Associates, Apr 2024 - May 2024 · 2 mos, Mumbai, Maharashtra, India, • Conducted comprehensive audits for a leading 100 Cr+ polymers company, ensuring financial compliance. • Reviewed ledgers and vouchers, contributing to accurate financial reporting and transparency. • Assisted in preparing working papers and audit documentation, supporting statutory and internal audit processes.
BMS, Finance and Financial Management Services, University of Mumbai
Veer Bhagat Singh International School
github: https://github.com/LaZZy0v0