Authored 30+ Initiating Coverage reports across Pharma, Banking, FMCG and Capital Markets sectors. Participated in earnings calls, preparing management response trackers and follow-up questions. Delivered BUY/SELL recommendations for a flagship research service with 3,000+ paid subscribers. Resolved 200+ client queries on stock fundamentals, mutual funds, portfolio construction, and risk profiling. Supported RIA team with portfolio reviews, asset allocation, and risk assessment frameworks. Also worked related Internal AI agent development for customer query and AI automated report making

Built and managed a 90+ client advisory base with ₹2+ crore AUA. Delivered end-to-end advisory on asset allocation, goal planning, insurance, and tax filing. Constructed long-term investment plans using risk profiling & financial planning tools.