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Priority Career Advice

Quick Guidance- Career Growth, Transitioning & Finance Query
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Roadmap to your dream role 1:1 Session

Navigating and excelling in diverse finance careers
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About me

I am a CA & CFA Charterholder with extensive experience across Investment BAnking - Product Control, Equity Research and Corporate Development - M&A. My journey began at UBS, where I mastered financial reporting, risk management for global markets, earning top-performer recognition and early promotion and multiple accolades. Driven by my passion for market anlaysis and investment decision making, I transitioned to equity research at a PMS managing $1 billion in AUM. There, I analyzed industries, crafted investment strategies and contributed to portfolio growth, refining my expertise in capital allocation and valuation. Currently, as part of Persistent Systems, one of the fastest growing IT companies, I am part of Corporate Development team looking after M&A, Startegic Investments. My focus lies in identifying high growth opportunities, executing complex transactions and aligning investments with company's long term vision. My journey reflects a focus on aligning career choices with personal calling, and I'm here to share insights on navigating transitions, building financial expertise and thriving in dynamic corporate roles.