Hire the Best Capital Markets Specialists
in India

$80M+ in transactions closed. If you need institutional-grade investment banking or equity research - pitch decks that raise real capital, financial models built to Wall Street standards, M&A advisory, or institutional research - you're in the right place. I'm a CFA Charterholder and FRM with 12+ years running RedeFin Capital, a boutique investment banking and equity research firm. I previously served as Director of Capital Markets at one of South India's largest real estate developers. My work has been used by hedge funds, asset managers, and institutional investors across the US, Europe, and Asia - not produced for templates, but for live transactions. I also run Kedge Research, the proprietary institutional equity research arm of RedeFin Capital, delivering initiating coverage, M&A screening, sector notes, and blue books to global fund managers. WHAT I DELIVER: 📊 Pitch Decks & Investor Presentations - battle-tested decks used in actual fundraising rounds from seed to Series D 📐 Financial Models - 3-statement, DCF, LBO, SOTP, merger models built to institutional standards 🔍 Equity Research & Blue Books - initiating coverage, sector notes, and M&A target screening for hedge funds and asset managers 🤝 M&A Advisory - deal structuring, CIMs, teasers, valuation, and negotiation support 💼 Fundraising Strategy - investor targeting, outreach, and mandate management across equity, debt, and structured finance 📋 Business Plans & Feasibility Studies - for startups and growth-stage companies seeking bank or investor approval SECTOR COVERAGE: Technology, Real Estate, Energy & Utilities, Healthcare, Industrials, Consumer, Financial Services, SaaS, D2C, AgriTech PROOF: ✅ $80M+ closed across equity, debt, and structured transactions ✅ $500M+ active pipeline across current mandates ✅ 200+ pitch decks, financial models, and equity research reports delivered ✅ Client engagements with Piper Jaffray, Lake Street Capital Markets, and institutional investors globally ✅ CFA Charterholder | FRM | IIM Lucknow (MBA) | IIT Madras (B.Eng) | Bloomberg Champions Program ✅ International speaker at capital markets forums Scroll down to see portfolio case studies with real deliverables - actual transaction documents and research reports, not mock-ups. Message me with a brief description of your transaction, research, or project and I'll respond within a few hours. Let's move your deal forward.

Two finance professionals with a combined [12]+ years across private equity, investment banking, and corporate strategy. We have worked on both the buy side and the advisory side, building the models, research, and decision-ready materials that investment committees, deal teams, and founders rely on to move capital. One of us comes from a buy-side investment research and holding company background focused on serial acquisitions and long-term value creation. The other comes from strategy and M&A advisory across private equity, pharmaceuticals, and hospitality. Together that gives you a rare mix of investor judgment and hands-on execution on the same engagement. Between us we have supported a 3 billion dollar plus private equity and growth-equity portfolio, structured investment theses and IC memos, led commercial due diligence on live acquisitions, and built the valuation models and board-grade analysis that informed hundreds of millions in capital deployment. We have run market sizing and competitive landscaping, stress-tested management revenue and margin plans, designed value creation and post-merger integration plans, and translated messy commercial and operational data into clean recommendations that leadership can act on. The work we produce is meant to sit in front of an investor, a board, or an investment committee without rework. What sets us apart is how we combine traditional finance rigor with modern AI automation. We build custom tools using Claude Code and the Anthropic API to accelerate research, data extraction, document processing, and reporting. That means we can turn around deep research studies, large data sets, and recurring reporting faster than a conventional analyst, without cutting corners on accuracy. If your project involves pulling and structuring data from filings, websites, or PDFs, benchmarking a large universe of companies, or standing up a repeatable reporting workflow, this is where we save you the most time and money. Our core services include financial modeling such as DCF, LBO, comparable company analysis, three-statement models, EBITDA bridges, Pitchdeck, Company Research, List building, Market Research, Lead generation, Teaser, Investment Memo, Investment deck, and scenario analysis. We do valuation work for fundraising, M&A, and internal decision making. We deliver investment research covering market sizing, competitive landscaping, and company and sector deep dives. We handle commercial due diligence, value creation plans, and synergy analysis. We produce pitch decks, investment memorandums, and board or IC ready presentations. And we build AI-powered automation including custom research pipelines, data extraction tools, and reporting solutions. We are fluent in Excel and VBA, Power BI, Tableau, Capital IQ, Bloomberg, PitchBook, Alteryx, and SQL, alongside Python and Claude Code for automation.

I help traders, investors, trading communities, and firms make better trading and investing decisions through professional-grade research, equity & derivatives trade ideas & advisory, and live market support. I am a professional equity & options trader with a strong focus on stocks, futures & options as well as cross-asset research. My background includes professional experience at a UK-based commodity trading firm, and I currently work with HNI clients, traders, and funds through freelance research, advisory, and consultation projects. As a Chartered Accountant, NISM-certified Equity Derivatives professional, and CFA level 1 cleared, I combine technical expertise with disciplined market execution to deliver research and strategies that are both professional and actionable. What I Offer: - Options strategy design & risk management: probability-weighted, risk-defined structures such as spreads, condors, and hedges. - Technical & macro research: multi-timeframe charting, sector rotation studies, and cross-asset analysis. - Research portfolios & presentations: professionally designed trade studies, thematic research packs, and client-ready reports that showcase strategy, rationale, and execution. - Trade validation & performance analysis: idea testing, scenario planning, and risk-adjusted reviews that turn strategies into executable plans. -Live trading support & mentorship: learn equity, futures & options trading and investing through pre-market planning, live market guidance , and structured coaching for traders and investors. Why clients choose me: I bring together professional credentials, real trading experience, and freelance client work to deliver insights that are precise, structured, and designed to drive execution. I'm always excited to collaborate with individuals and firms who value informed decision-making, market expertise, and a genuine passion for trading. Feel free to reach out with specific requirements or questions, and we can discuss how I can best support your objectives.

Proven expertise in the Consulting and Research domain spanning diverse industry verticals, coupled with a strong background in Private Equity and Investment Banking. Adept at discerning potential targets for successful business partnerships, with a comprehensive understanding of Investment Banking activities related to target identification and shortlisting. I am a collaborative team player who aligns seamlessly with organizational requirements and team-specific objectives. Consulting Projects: Valuation of Private Companies: Utilized methods such as DCF, Sum of the Parts, and Scorecard for accurate valuation. Deal Knowledge Graph: Mapped diverse deals across industries, extracting strategic directions through regress analysis. Dynamically updated insights in data repositories for future analysis and prediction. M&A Target Identification: Employed methodologies like DCF, Comparable Company Analysis, and Precedent Transaction Analysis to identify and value relevant targets. Investment Banking Support: Assisted an Investment Bank in making investment decisions using valuation methodologies like Comparable Company Analysis and Precedent Transaction Analysis. PE Investment Trend Analysis: Shortlisted VC/PE firms based on past and announced investments, identifying sectors of focus. Strategic Acquirer Identification: Aided a PE firm in identifying strategic acquirers for portfolio companies, conducting benchmarking on financial and operating parameters. Vendor Solvency Recommendation: Provided vendor solvency recommendations to an Anglo-Australian multinational mining, metals, and petroleum company. Financial Models: Developed and maintained monthly/weekly Financial Models using the Relative Valuation Approach. Product Development: Collaborated with the product development team on a financial product in progress. Text Analytics: Engaged in developing a text analytics module for identifying relevant filings and articles from the web. Research and Analytical Projects: Comparable Company Analysis (CCA): Prepared comprehensive summaries of trading multiples and key operating metrics using relative valuation. Precedent Transaction Analysis: Identified, valued, and provided analysis of historic M&A deals. Research Reports: Developed Industry and Company Specific Research Reports. Benchmarking: Conducted benchmarking on various financial and operating parameters to analyze competitive positioning. Debt Maturity Analysis: Worked on Profiles, Debt Maturity Summaries, and graphical representations. Pro Forma Financial Statements: Created pro forma financial statements, identified trends, and made forward-looking predictions. Professional Skills: Project Management: Responsible for project management, daily workflows, and resource allocation to ensure timely delivery and high-quality output. Research Tools and Databases: Proficient in utilizing research tools and databases such as Bloomberg, Thomson, Capital IQ, Fact Set, Merger Market, Factiva, and Pitchbook.

I help investors, family offices, and investment firms make disciplined capital allocation decisions through institutional-grade equity research and valuation frameworks, specialising in Fundamental analysis, Value investing, and Portfolio management. My meticulous approach has resulted in a 42%+ XIRR and 5 years of experience. I have completed my CFA Level 3 certification. I’m also Chief Investment Officer for a family fund and a upcoming Hedge fund in India. I excel in financial modelling, and in evaluating the economics of the business and its industry. I have a solid track record of evaluating financial statements, monitoring industry trends, and assessing macroeconomic conditions to make informed investment decisions. My Skills include: - Optimising Investment Portfolio - Equity Research - Long term stock selection with great moats and High margin of safety - Financial Modelling & Excel Specialist - Wealth Management - Hedge fund compliance

I have 9 years of corporate experience in the Investment Banking & Financial Services domain. I started my corporate career working for Thomson Reuters (now called LSEG). I was part of the Fixed Income team working on fixed-income securities terms & condition analysis, US treasury benchmark rollovers. I am a six-sigma greenbelt expert. I was involved in six sigma projects for process improvements. After working for 6 years in Thomson Reuters I moved to Goldman Sachs, wherein, I was part of the Investment research team. I was involved in building financial models for stock valuation and recommendation. Past 5 years I have been working as an independent contractor in different areas of Finance including Mutual funds, Equity and fixed-income securities research & analysis, Financial Modelling, Financial Analytics, Investment Research, Municipal Debt Financing analysis, Credit Rating Models, Credit Risk analysis and Presentations. I am an Excel expert with extensive experience of working on spreadsheets, using formulas, and functions, sorting, filtering the data, and creating summaries using pivot tables. I love to work on Excel spreadsheets, pivots making templates with built-in-formulas, charts, form controls, validations, conditional formatting etc. I am a trained data analytic expert with experience working in Statistics, R, SAS & Tableau.