Senior Executive Director and equity analyst covering gold, metals & mining, and energy — from Morgan Stanley and BMO Capital Markets trading floors to independent research and family-office portfolio strategy across three continents.
Trained as a chemical engineer (Karnatak University) before specialising in finance (MS Finance, University of Illinois) — a combination that shows up in how the work gets done: process-driven demand and supply modelling, DCF and resource-based valuation, and rigorous, data-first analysis rather than narrative-only research.
Currently deepening that quantitative foundation through an Executive Master's in Data Science for Decision Making at IIT Gandhinagar, bringing applied data science, machine learning, and agentic AI into quantitative portfolio management.
Built and led research and advisory practices spanning bulge-bracket equity research, independent publishing, family-office portfolio management, and consultancy leadership — with deep, repeated cross-border collaboration across India, the US, Canada, and Australia.
A path from Big Four assurance, through bulge-bracket mining research in London and Mumbai, to founding independent research houses and steering family-office and consultancy strategy in the Gulf.
Sets strategic direction and growth plans for the firm; primary decision-maker on major consultancy deliverables. Provides commodity market intelligence — price trends, demand cycles, competitor activity — to shape pricing and positioning, and advises on commodity-backed financial products, sovereign gold bond campaigns, and fintech integration.
Managed a US$500M portfolio alongside the CIO and external wealth managers, deleveraging it to save US$8–10M annually. Led M&A valuation and due diligence for a SAR 200M NBFC acquisition and contributed to restructuring a SAR 1B auto dealership subsidiary.
Produced investment and sector reports across gold, precious metals, PGMs, oil & gas, mining, real estate, and healthcare services. Built bespoke valuation models and integrated ESG scenario analysis into portfolio construction for alpha capture.
Co-founded an independent research house publishing global gold, silver, precious metals, mining, and new energy coverage online. Led commodities data analysis and visualisation in R alongside bespoke IPO and event-driven research.
Published IPO research — including Hong Kong-listed gold stocks — plus event-driven and fundamental equity research on third-party platforms such as Smartkarma, alongside bespoke valuation and ESG scenario work for clients.
Co-covered 15+ base metals, gold, iron ore, uranium, PGM, and diamond stocks across the ASX, TSX, and LSE within a global mining team covering over US$200B in market cap. Tracked over US$250B in gold and copper projects for cost, delay, and production analysis.
Co-covered EU and UK-listed stocks under €5B market cap, including sub-$2B midcap names, analysing industry positioning and competitive strategy.
Built per-unit production cost models and stock valuations using DCF and resource-based enterprise value methods tied to each company's asset base and execution track record.
Led a three-member team delivering fundamental equity research and strategy analysis for a US hedge fund client.
Financial project analysis supporting clients raising debt and equity funding.
Accounting, auditing, and business consulting as part of a Big Four assurance practice.