At Mercer India Consulting Pvt. Ltd., I automated routine reporting processes, reducing report generation time by 75%. I also prepare investment reporting and marketing collateral for institutional clients.
I collaborated with IT and data science teams to implement Claude AI for portfolio manager screening and research analysis. I’ve also integrated AI-based predictive models into investment performance analysis to improve risk forecasting accuracy.
At ICICI Prudential Mutual Fund, I managed mutual fund portfolios for more than 300 HNI and corporate clients and provided financial advisory services and portfolio recommendations.
At Calibrated Advisory LLP, I managed statutory compliance for companies and LLPs and conducted due diligence assignments for mergers and amalgamations. I’m an Associate Member of the Institute of Company Secretaries of India.
