Professional Summary:
An IIT/IIM Alumni and Seasoned Investment Banking Professional with over 20 years of experience in the investment banking domain, I have cultivated a deep expertise in global financial markets, having worked with prestigious global investment banks such as BNP Paribas, Nomura, Saxo, Danske, and Natwest. As a gold medalist from IIM Indore, my career is distinguished by a strong foundation in both technical and strategic aspects of finance. I maintain a keen interest in macro-economic trends and their impact on capital markets, continuously analyzing global economic indicators to inform investment decisions.
Investment Philosophy:
My approach to investment is anchored in rigorous data and AI driven analysis, ensuring that each stock in the portfolio meets stringent criteria for financial health, growth potential, and market alignment. This methodical process is complemented by customized risk profiling and comprehensive backtesting to optimize returns while managing risks effectively.
With a solid track record in investment banking and a robust academic background, I am dedicated to guiding clients through the complexities of wealth management with precision and insight. My entrepreneurial spirit and analytical acumen position IntelliInvest as a leading partner in achieving financial success.