At Upwisery Advisors, I managed research, diligence, and execution across 15+ unlisted-company and AIF transactions, coordinating more than ₹30 Cr in capital disbursements.
I turn primary and secondary research into IC-ready investment memos for internal committees and HNI clients. My diligence changed deal terms twice, including identifying customer-concentration risk in an e-mobility deal and restructuring a debt repayment schedule around PO payment cycles.
I also redesigned HNI portfolio reporting across mutual funds, PMS, and AIFs, reducing turnaround time by 20%, and built a structured training programme for interns. I introduced a Perplexity-based research workflow that standardised market sizing and value-chain analysis across the team.
Previously at V7 Advisors, I coordinated stakeholders for a ₹20 Cr factory setup and helped negotiate an approximately 8% reduction in project costs. I’m a CFA Level II candidate and Warwick Economics graduate with a foundation in valuation, credit analysis, and investment research.
