Experiences
Work Experiences
Anantaya Financial Services
February 2025 - April 2025
Ahmedabad, Gujarat, India
Introduction
From January 2025 to April 2025, I worked as a Financial Analyst at Anantaya Financial Services. This role centered on in-depth analytical work involving the evaluation of business models, thorough analysis of financial statements, including profit and loss, balance sheet, and cash flow, and extracting insights from multi-year financial data. I conducted industry research, studied company fundamentals, and reviewed earnings call transcripts to support investment decisions. In addition, I supported client portfolio activities by maintaining and updating Excel-based tracking sheets, monitoring live price movements, and generating concise performance summaries to help clients understand the progress and positioning of their holdings.
Company Overview
Anantaya Financial Services is an Ahmedabad-based investment advisory firm focused on equity research, asset management, and personalized financial strategies. The firm emphasizes integrity, transparency, and client-centricity, aiming to engineer sustainable wealth growth through data-driven insights and risk-aware decision-making.
Key Responsibilities and Achievements
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Business Model & Financial Analysis: Analyzed 10 years of annual reports for multiple listed companies to understand business evolution, strategic decisions by management, and shifts in financial performance. Conducted detailed data analysis on financial statements, including revenue trends, margins, capital allocation, and working capital, using Excel to derive insights into long-term operational efficiency and financial health.
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Earnings Calls Analysis: Reviewed and synthesized Q3 earnings calls and investor presentations of multiple companies, extracting management insights and aligning them with financial performance to produce client-ready summaries.
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IPO Research: Evaluated Red Herring Prospectuses (RHPs) to analyze company fundamentals, including business models, industry outlook, competitive positioning, and financial performance. Performed risk analysis, examined use of proceeds, assessed promoter background, and reviewed regulatory disclosures to aid in informed investment decision-making.
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Sector Research & Thematic Reporting: Conducted macro-level research on themes like data centers (India & US), using industry reports to create actionable insights for internal use and client education.
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Client Portfolio Support: Maintained and updated client portfolios in Excel with real-time market data, enabling clients to track performance and holdings. Assisted in generating portfolio summaries and tax-relevant equity sell sheets.
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Event-Based Learning: Attended interactive sessions with highly successful investors and industry experts. Extracted key insights on market outlook, investment strategy, and behavioral finance, and translated them into concise, client-friendly content to enhance investment understanding.
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Factory Visit & Management Interaction: Participated in on-site company visits to assess operational execution and held direct conversations with promoters and CEOs for qualitative assessment.
Skills Learned & Utilized
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Financial Analysis & Modeling: Strengthened ability to analyze income statements, balance sheets, and cash flow statements across multiple periods to derive key financial ratios, trends, and valuation inputs.
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Advanced Excel & Visualization: Gained proficiency in advanced Excel functions including dynamic dashboards, pivot tables, lookup functions, conditional formatting, and financial modeling. Also utilized Tableau for data visualizations to support presentations and analytical reporting.
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Financial Tools & Platforms: Regularly used platforms such as Screener.in, investor presentations, and regulatory filings to extract, filter, and interpret financial data for company and industry evaluation.
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Research & Communication: Improved ability to interpret complex financial documents (e.g., earnings calls, RHPs) and translate them into clear, actionable insights for internal teams and client discussions.
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Strategic Thinking & Decision Support: Developed a keen sense of evaluating business models, identifying red flags, and spotting growth opportunities through structured qualitative and quantitative analysis.
Conclusion
This experience sharpened my financial analysis and research skills while deepening my understanding of business models, portfolio dynamics, and investment decision-making. It also enhanced my ability to communicate insights effectively using data-driven tools, preparing me for more advanced roles in finance and analytics.
ANSD Trade Inc.
May 2024
Mumbai, Maharashtra, India
Introduction
In May 2024, I undertook the role of Event Coordinator & IT Support at ANSD Trade Inc., a company at the forefront of global trade in the chemicals and commodities sector based in Canada. My responsibilities included managing event logistics, providing IT support during events, and facilitating business interactions during the Chemistry Expo held in Mumbai, India.
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Company Overview
ANSD Trade Inc. specializes in connecting buyers and suppliers across the global marketplace, particularly in the chemicals and commodities industry. The company’s expertise lies in creating platforms for business interactions that enhance supply chain efficiencies and market expansion.
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Key Responsibilities and Achievements
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Client Engagement: Actively engaged with over 50 clients at the Chemistry Expo, effectively showcasing the company's offerings and strengthening business relationships.
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IT Support: Provided on-the-spot IT troubleshooting during the expo, ensuring that all presentations and digital interactions proceeded without technical issues, thus maintaining the professionalism of the event.
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Event Coordination: Oversaw various aspects of event management including logistics, scheduling, and on-site coordination, ensuring a smooth execution of the company’s participation in the expo.
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Skills Learned & Utilized
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Technical Skills: Gained proficiency in troubleshooting common IT issues under pressure, ensuring seamless operation of digital equipment during crucial client interactions.
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Interpersonal Communication: Enhanced my ability to communicate effectively with diverse groups, including clients, team members, and other stakeholders in a high-stakes environment.
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Project Management: Developed strong organizational skills through the direct management of event logistics and coordination tasks, ensuring all aspects of the event aligned with the company’s high standards.
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Conclusion
This role as an Event Coordinator & IT Support at ANSD Trade Inc. not only allowed me to apply my skills in a dynamic environment but also deepened my understanding of event management and client engagement within the global trade industry. The experience has been instrumental in refining my capabilities in managing both logistics and technology in a professional setting.
DIPSI Chemicals Pvt. Ltd.
May 2023 - Jun 2023
Mumbai, Maharashtra, India
Introduction
During the summer of 2023, I worked as a Data Intern at DIPSI Chemicals Pvt. Ltd., a chemical manufacturing company in Mumbai. My primary responsibility was maintaining and managing detailed records using Excel. This included tracking sales data, managing order records for chemicals and their deliveries, and ensuring the accuracy and reliability of these records to support various company functions.
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Company Overview
DIPSI Chemicals Pvt. Ltd., established in 1969, is a manufacturer of specialty chemicals serving industries such as textiles, construction, detergents, agriculture, and pharmaceuticals. With a focus on the textile sector, the company provides a wide range of chemical solutions. Headquartered in Mumbai with an office in Ahmedabad.
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Key Responsibilities and Achievements
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Managing Chemical and Raw Material Orders: Maintained records of chemical and raw material orders in Excel, ensuring accurate tracking of inventory, supplier details, and delivery schedules.
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Sales Data Management: Tracked and recorded sales of various specialty chemicals supplied to different industries, categorizing sales data based on product type and customer demand.
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Customer Demand Analysis: Used pivot tables and other Excel functions to analyze demand patterns of chemicals ordered by different companies, providing insights into purchasing trends.
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Pricing and Quotation Preparation: Applied VLOOKUP and INDEX-MATCH functions to retrieve material prices and created structured worksheets for preparing quotations and purchase details for clients.
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Financial Data Analysis: Analyzed financial data in Excel to evaluate demand trends, revenue performance, and sales forecasts, ensuring data-driven decision-making.
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Data Visualization & Reporting: Designed reports and dashboards in Excel to present key sales insights, market demand fluctuations, and financial analysis, aiding stakeholders in strategic planning.
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Skills Learned & Utilized
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Technical Skills: Advanced Excel (pivot tables, VLOOKUP, INDEX-MATCH, macros), financial data management, and trend analysis.
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Analytical & Problem-Solving: Developed critical thinking skills by working on complex datasets and identifying patterns to support business strategies.
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Communication & Presentation: Effectively presented data-driven insights to stakeholders, improving the clarity and impact of business reports.
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Teamwork & Collaboration: Worked with cross-functional teams to streamline data processes and enhance decision-making frameworks.
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Conclusion
This internship provided valuable hands-on experience in data analytics and business intelligence. By working with real-world datasets and contributing to company strategies, I enhanced my analytical, technical, and collaborative skills. The knowledge gained during this internship has strengthened my foundation in data-driven decision-making and prepared me for future roles in analytics and consulting.
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Animal Caterers
June 2020 - May 2021
Ahmedabad, Gujarat, India
Introduction
As a Co-Founder and the Finance and Budget Head at Animal Caterers, I was instrumental in launching and managing financial operations during the COVID-19 pandemic, specifically aimed at supporting stray animal welfare. This role involved strategic financial planning, fundraising, and the implementation of a digital platform to enhance outreach and efficiency.
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Company Overview
Animal Caterers was established as a community-driven initiative during the pandemic with the goal of supporting stray animals through enhanced welfare programs and raising public awareness about animal care.
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Key Responsibilities and Achievements
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Financial Leadership and Strategy Development: Spearheaded comprehensive budget planning and financial management to secure funding for animal welfare. Successfully raised over ₹100,000 for the initiative.
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Fundraising and Donor Relations: Managed and expanded donor relations, significantly increasing the funding pool through targeted outreach and digital campaigns.
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Digital Marketing and Outreach: Co-developed and launched an online platform, significantly increasing the initiative's visibility and community engagement.
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Skills Learned & Utilized
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Strategic Financial Management: Gained profound experience in budgeting, financial forecasting, and resource allocation.
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Stakeholder Engagement: Enhanced skills in managing relationships with donors and partners, including negotiating and persuasive communication.
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Digital Literacy and Marketing: Developed digital marketing strategies and managed online content to increase initiative outreach and impact.
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Problem Solving and Adaptability: Navigated the challenges of launching and managing a non-profit initiative during a global crisis.
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Conclusion
This leadership role not only allowed me to contribute significantly to a cause I am passionate about but also helped me develop and refine skills that are crucial in any management or leadership position, particularly in finance and operations.
Other Experiences
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Jivdaya Charitable Trust
June 2020 - May 2021
Ahmedabad, Gujarat, India
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Contributed as part of the Animal Caterers Initiative to support Jivdaya's mission during the COVID-19 pandemic.
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Assisted in fundraising efforts through an online platform, raising over ₹100,000 to support stray animal welfare programs.
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Collaborated with cross-functional teams to increase program visibility through digital campaigns and community engagement.
Blind People’s Association
August 2019 - December 2019
Ahmedabad, Gujarat, India
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Supported visually impaired children in their educational activities, enhancing their learning and personal development.
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Demonstrated strong communication and leadership skills by organizing and coordinating weekend educational sessions and mentoring small groups.
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Applied problem-solving and adaptability to address unique challenges, fostering an inclusive and supportive environment for students.
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Built organizational skills by managing activity schedules and ensuring accessibility for participants, contributing to the success of weekend programs.