Hire the Best Investment Preparation Freelancers
in India

 Ex Banker (Citibank, Mashreq)  Chartered Accountant  Financial Modelling Specialist  Pitch Deck Specialist  Strategic Planning, Budget & Valuation. I'm a seasoned banking professional with over 20 years of experience in strategic planning, financial and management accounting, regulatory reporting, and MIS. My background includes a successful tenure at Citibank and other multinational banks, where I spearheaded various initiatives and played a key role in financial management, strategic planning, and innovative projects. I am now a freelancer, offering my wide-ranging skills and knowledge to businesses looking to optimize their financial strategies and achieve sustainable growth. I specialize in financial modelling, business plan preparation, pitch deck creation, and investor presentations, among other services. My broad experience in the banking sector has equipped me with the precision, diligence, and foresight required to help businesses make informed decisions. My utmost pleasure lies in assisting businesses in making better decisions and watching them grow. Are you a business owner or entrepreneur who is struggling with any of the below-mentioned problems? • Is the complexity of financial modelling consuming more of your time than you'd like? • Do you find it challenging to ensure the accuracy of data when consolidating information from various sources? • How confident are you in forecasting your business's financial performance, especially in uncertain environments? • Do you ever feel that your lack of financial modelling expertise hinders your strategic decision-making? • How do you handle changing business landscapes and ensure your financial assumptions and projections stay up-to-date? • Have you faced difficulties incorporating different scenarios into your financial models for effective scenario planning? • Do resource constraints, especially in smaller businesses, impact your ability to dedicate time and effort to financial planning? • Is presenting complex financial information to stakeholders in a clear and understandable manner something you find challenging? If yes, look no further—I am here to address your financial modelling challenges and guide you towards strategic decision-making with confidence. I can offer you a range of financial services and contribute to your business's financial excellence, I'm here to support your journey. Are you a start-up company facing some of the below-mentioned problems while preparing pitch decks? • Story Clarity: Do you find it challenging to articulate a clear and compelling narrative that effectively communicates your business idea and its value proposition? • Content Prioritization: How do you decide on the most crucial information to include in your pitch deck while maintaining brevity and avoiding information overload? • Visual Appeal: Are you struggling to strike the right balance between visual elements and text in your pitch deck to keep your audience engaged without sacrificing professionalism? • Financial Projections: Do you face difficulties in developing realistic and persuasive financial projections that instil confidence in potential investors? • Market Understanding: How confident are you in demonstrating a deep understanding of your target market, competition, and the unique selling points that set your startup apart? • Adaptability: Is it challenging to craft a pitch deck that can be easily tailored for different audiences, whether they are potential investors, partners, or clients? • Consistency: Do you struggle to maintain a consistent and cohesive visual and messaging theme throughout your pitch deck? • Engagement: How do you ensure that your presentation captivates and maintains the attention of your audience, fostering interest in your business? • Handling Questions: Are you prepared to anticipate potential questions or concerns from investors and proactively address them in your pitch deck? • Differentiation: Do you find it challenging to clearly articulate what makes your startup distinctive and why it stands out in the market landscape? Having crafted numerous pitch decks for a variety of startups, I specialize in addressing the very challenges you might be facing. I ensure crystal-clear storytelling, adept content prioritization, and an engaging visual approach. My expertise in developing realistic financial projections, understanding market dynamics, and tailoring presentations for diverse audiences positions me to not only meet but exceed your expectations. Let's collaborate to make your pitch deck a compelling and impactful tool for your business success Please feel free to get in touch if you believe that my skills and experience align with your requirements or if you have any specific projects in mind. I'm here to provide you with the expert financial guidance your business deserves.

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.

Looking for someone who can transform complex financial data into actionable insights? I'm a seasoned investment analyst with around 10 years of experience across credit research, equity analysis, and financial modeling—helping hedge funds, PE firms, family offices, and businesses make confident investment decisions. What I Bring to the Table: I specialize in building robust financial models and conducting deep-dive research that directly impacts investment decisions. Whether you need a complex LBO model built from scratch, an investor-ready pitch deck, detailed credit analysis, or comprehensive investment research, I deliver work that's accurate, insightful, and presentation-ready. Core Expertise: ✓ Financial Modeling: DCF, LBO, M&A, 3-statement models, real estate pro formas, private equity waterfall models, debt structuring models, and custom Excel solutions ✓ Excel Mastery: Complex spreadsheets, automation, financial dashboards, scenario analysis, and sensitivity tables ✓ Investment Research: Equity research reports, credit analysis (IG/HY bonds), industry research, company deep-dives, and investment memos ✓ Credit Analysis: Spread analysis (OAS, Z-spread, G-spread), covenant analysis, capital structure evaluation, and credit risk assessment ✓ Technical & Fundamental Analysis: Chart patterns, indicators, financial statement analysis, and valuation (comps, precedent transactions, DCF) ✓ Financial Planning: Business forecasting, budgeting models, cash flow projections, and strategic financial planning My Background: I'm a CFA with extensive experience across the investment spectrum. I've covered 30-40 credits simultaneously for global asset managers, built financial models that influenced multi-million dollar investment decisions, and prepared research reports for fund managers and investment committees. Currently, I work with Lean Research, where I handle diverse financial modeling assignments spanning real estate, private equity, private credit, and more. I've also created numerous pitch decks and investment presentations for clients - translating complex financial analysis into compelling visual stories that resonate with investors and stakeholders; while also training and mentoring research teams. Before this, I spent years as a credit research analyst at WNS and an investment research analyst at Intellimation, working closely with portfolio managers, conducting management calls, and analyzing everything from automotive bonds to emerging market credits. Who I Work With: Hedge funds & asset managers needing research coverage or modeling support Private equity firms requiring deal models, portfolio company analysis, or valuations Family offices looking for investment research or financial planning Startups and small businesses needing financial models, forecasts, or business plans Investment banks, consultants, and advisors requiring analytical support Buy-side and sell-side firms needing equity/credit research Individual investors seeking professional-grade analysis Startups and entrepreneurs needing investor pitch decks and financial projections I'm Sector-Agnostic Whether it's analyzing a REIT's property portfolio, modeling a leveraged buyout, evaluating a high-yield bond, or building a 10-year financial forecast for a startup—I adapt quickly and deliver quality work across industries. What You Can Expect: → Accuracy & Attention to Detail: Financial models that are error-free, well-structured, and auditable → Clear Communication: I explain complex concepts simply and keep you updated throughout → Timely Delivery: I respect deadlines and deliver when promised → Flexibility: Whether it's a quick Excel fix or a multi-week research project, I'm adaptable to your needs My Approach: I don't just crunch numbers—I understand the story behind the data. Every model I build and every report I write is designed to help you make better investment decisions. I ask the right questions upfront, maintain clear communication, and deliver work that's ready to use immediately. Let's Work Together: Whether you need ongoing analytical support, help with a one-time project, or hourly consulting—I'm here to help. I'm comfortable with long-term engagements where I become an extension of your team, as well as shorter projects where you need quick, expert help. Ready to get started? Send me a message with your project details, and let's discuss how I can add value to your work. I typically respond within a few minutes and can often start immediately.

I bring over 14 years of experience as an Investment Adviser, Research Analyst, and Trader, most recently serving as a Senior Investment Analyst at a U.S.-based wealth management firm managing approximately $90 million in assets under management for high-net-worth and ultra-high-net-worth clients. In this role, I was responsible for overseeing equity investment and trading portfolios, where I successfully generated significant alpha through low-duration aggressive stock and options trading strategies. • Skills - Options Strategist - Stock Options Index and Stock based Option trading strategies for creating consistent returns on portfolio basis Stock Trading and Investment - Low duration swing trading and momentum-based stock trading ideas Investment Portfolio Development - Developing and Managing client portfolios to maximize investment returns • Excellent Academic Credentials - Chartered Financial Analyst (CFA) Certified Chartered Financial Analyst (ICFAI, India) Certificate in ESG Investing by CFA Institute MBA from one of the prestigious B-Schools of Mumbai University Bachelor of Engineering in Electronics and Telecommunication

Driven and curious researcher with a passion for financial markets and investment analysis. Skilled at handling large data sets and writing code to solve problems. I have considerable experience across domains in Finance - Derivatives, FX, Equity Research, Data Analysis, Performance Evaluation within Portfolio Management, Python programming along with Content Writing and Teaching. I am an independent researcher who leverages my vast skillset to effectively deliver value to my clients.

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