At Dezerv, I analyse financial and portfolio data for 50+ investors and produce MIS and performance reports for investor-facing and internal executive reporting. I built Excel-based reporting dashboards and planning calculators deployed across advisory teams, supporting accurate reporting on Rs 30 Cr+ in assets under advisory.
Previously, I analysed investment products and prepared portfolio reports at Fincart Financial Planners, and reviewed financial statements and audit documentation at PwC SDC. I also developed analytical frameworks in corporate finance, financial statement analysis, and quantitative methods at Evelyn Learning Systems. I’m a CFA Level II Candidate with a B.Com (Hons) in Accounting & Finance.
