I'm a sector-agnostic public-markets analyst at Piper Serica Advisors, generating investment ideas, tracking portfolio companies, and contributing asset-allocation suggestions across long-only public and private market funds.
My recommendation of Sharda Cropchem was added within a month of joining, with the stock rising from an average purchase price of 500 to an all-time high of 880 within five months. I also recommended increasing cash allocation in July 2024 amid overvaluation concerns and pushed back on stocks that later disclosed corporate-governance issues.
I meet management teams, visit plants, attend investor conferences, write investment notes and result updates, and support quarterly investor calls. I also prepare investor presentations and marketing decks, handle escalated investor queries, and work with sales, marketing, and the Angel Fund team.
Previously at Centra Insights, I researched agrochemicals, film exhibition, PVC pipes, and other sectors, including an early Prakash Pipes idea that rose from 150 to 640 in two years. Earlier roles at Colgate Global Business Services and Money Management India built my grounding in accounts payable, SAP FI, Excel, fund research, and Indian equity-market education.
