I discovered my passion for numbers and the story numbers reveal as early as when I was 11 years old. From that point on it was an exciting journey becoming a Chartered Accountant by the age of 22, gaining the CFA Charter by the age of 30 all while working. It was even more invigorating to have worked in two different continents in three different countries before I was 35, covering investments/assets in the six continents (Antarctica got away!). I enjoy my current role assisting small to medium sized clients move their financial roadblocks to become successful. EXPERTISE STRATEGIC FINANCE # Transactions: Deal screening, origination and sourcing, researching, structuring, finalizing term sheets, execution, monitoring, restructuring, spin-offs and exit of assets. Prepared investment memorandum, conducted due diligence, assisted price negotiation and structuring transactions. Conducted financial modeling and investment research. # Business Valuation - Conducted business valuation from buy-side and sell-side for private businesses. Valued intellectual property (software, mobile apps delivering video and content, football player contracts, service management contracts for hotels) and other intangibles. Valued non-traded derivatives, structured products, Islamic finance/Shariah products INVESTMENT MANAGEMENT * Portfolio Management & Investment Analysis - Analyzed and recommended securities in listed equity and fixed income focused in India, Middle East and North America.. Manage portfolio for individual investors in stocks, mutual funds and other investment products. INDUSTRY/SECTORS * Manufacturing & Processing - Petroleum, High Tech, Metals; * Financial Services - brokerage, bank, micro finance; * Technology - Services, SaaS, Mobile, Cloud. * Healthcare - Hospitals, Pharmacies. * Real Estate - Commercial - retail and office, multi-use, residential; * Retail Industry - FMCG, Clothes, Restaurants - Franchise and Brand, Footwear, Food and Agro products.