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I combine 10+ years of institutional equity research with AI integrated analytical workflows. Former buy-side analyst at a US special situations fund and sell side analyst at bulge bracket teams covering semiconductors, medtech, and aerospace. I do AI model evaluation for frontier AI labs including Anthropic and OpenAI. I help investors and founders with investment memos, equity research, financial models, due diligence, and valuation. Deliverables are institutional quality. Selected work: Built a full equity research pitch on ASML for a buy-side fund including a three-scenario P/E valuation model and investment thesis on EUV monopoly and throughput upside not priced by consensus. Built full-stack financial models for M&A and special situations including Warner Bros Discovery SOTP analysis, Cisco/Splunk accretion dilution, and Crocs acquisition scenario modeling. Delivered DCF and SOTP valuations used for investment memos and strategic decision making across semiconductors, medtech, and aerospace. Professional Background: Research Analyst for a PM at a ~$5B US special situations fund. Prior sell-side experience at top 3 bulge bracket teams across semiconductors, medical devices, and aerospace. Currently designing evaluation frameworks to assess frontier model accuracy across financial analysis and valuation workflows. Education: Duke Fuqua, ISB Hyderabad, Dickinson College.

Passionate about equity research and equity valuation with nearly eleven years of experience in the field. Earned the CFA charter from the prestigious CFA Institute, Virginia. Experience in several industries including Consumer, Internet, Tech and Media.

$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.

Investment professional with 10+ years of experience across equity research, investment banking, and financial analysis. Built financial models and valuation analyses across multiple sectors including metals and mining, automotive, clean energy, and aerospace and defense for institutional and private equity clients in India, the US, and Australia. At Jean Martin, supported private equity clients with capital bases of $20-100 million on US small-cap transactions, preparing LBO models, three-statement operating models, Information Memoranda, and IC presentations across the full deal lifecycle. Available for project-based work including financial modelling, DCF and LBO analysis, equity research, sector reports, investment memos, pitch decks, and comparable company analysis. Deliver clean, well-structured outputs built to institutional standards.

I have five years of experience in investment advisor and financial planning and some experience in equity research analyst. I work with client needs and their financial goals and I plan accordingly there .

I am an experienced content writer specializing in the global financial services space. I am currently seeking freelance opportunities to write articles, blog posts, webinar content, analyses, strategic overviews in the global financial services arena, and video presentations and coaching. I am a 46-year-veteran of the global financial services industry. In my career spanning over four decades (three decades overseas), I have served all kinds of clientele while bringing suitable products and services to each specific mandate. I have simultaneously played the roles of a Wall Street broker and a Global Portfolio Manager in my previous avatars. The products and services I managed during my professional career include global equities, debt, foreign exchange, future, options, commodities, bullion, discretionary portfolio management, portfolio review, research, consultancy, and trust services. Having utilized the sell-side research in my overseas business, I authored regular global research in India, which was popular among the institutions and retail investors alike. I have also appeared on a few English language Indian Business TV channels to discuss the financial markets. Currently, I am associated with Ladderup Wealth Management in India as a Senior Consultant. Please feel free to reach out to me if you would like to explore working together.