Presentation
Educational Foundation
MBA in Finance (Analytics & Research)
Academic training focused on corporate finance, market research, and data-driven decision-making. My background ensures that every AI workflow is built on sound financial principles and professional rigor.
Regulatory & Compliance Knowledge
Deep understanding of financial frameworks, including SEBI and RBI guidelines. This allows me to design AI prompts that respect statutory boundaries and maintain professional standards.
Statistical Expertise
Trained in Regression Analysis and statistical modeling, which I apply to prompt design to ensure AI-generated insights are grounded in data patterns rather than just text generation.
Service Offerings
Financial Prompt Engineering
Designing complex, multi-step prompt chains (Chain-of-Thought) that guide AI models through deep financial analysis, preventing "hallucinations" and ensuring logical consistency.
Automated Financial Reporting
Architecting non-coding workflows to extract, summarize, and synthesize insights from P&L statements, balance sheets, and market research reports.
Workflow Optimization
Streamlining manual finance tasks into AI-assisted processes, using tools like NotebookLM and ChatGPT/Claude to handle large-scale document analysis efficiently.
Strategic Data Logic
Building "low-code" frameworks that use AI to identify market trends, perform variance analysis, and generate executive-level financial summaries.
Portfolio
Offered services


Background
• Assisted in trade execution and branch-level transaction handling, reducing processing delays.
• Completed a project titled 'Money Management in Mutual Fund' covering portfolio strategy and investor behavior.
• Managed e-stamping and regulatory documentation, ensuring 100% compliance with statutory requirements.
• Conducted market research to identify operational improvement opportunities and support service delivery.
• Performed regression analysis and time-series forecasting to evaluate business trends and support planning.
• Improved customer segmentation accuracy by 5% through statistical refinement and data validation.
• Delivered data-driven insights aligned with SOP standards, enabling structured business optimization.
• Conducted a regression-based CSR compliance study across Indian commercial banks.
• Core focus: Financial Analysis, Credit Risk Management, Corporate Finance, Business Analytics.
• Applied quantitative analysis and economic modeling for research and policy evaluation.


Skills / Knowledge
business intelligence
Excel
AI tools


