
Mehul Anupam Kumar
Skills
Timeline
Professional experience for Mehul Anupam Kumar
- Current 2 years and 7 months, since Jan 2024J.P. Morgan Asset Management
Investment Banking Simulation (Virtual)
Conducted M&A analysis, built DCF models, and articulated auction process documentation.
- Current 2 years and 9 months, since Nov 2023
Financial Consultant
Blackfox Millennium
•Led financial modeling & risk assessment, optimizing investment strategies and driving 40% capital growth. •Developed asset allocation models aligned with UAE market trends and regulatory frameworks. •Conducted due diligence & compliance analysis for Middle East-focused investments. •Advised on cost optimization strategies, reducing operational expenses by 35%. •Collaborated with cross-functional teams to enhance financial planning and investment decision-making.
- Current 5 years and 2 months, since Jun 2021
Accounting Intern
Trozorro Startup Solutions
•Redesigned financial reporting systems, reducing reporting time by 40% through automation. •Developed IFRS-compliant financial models, improving accuracy and efficiency in financial planning. •Assisted in risk assessment & investment strategy development, optimizing corporate finance decisions. •Conducted cash flow forecasting and budgeting to support business expansion. •Collaborated with finance and operations teams to streamline financial processes and improve reporting.
- 10 months, Sep 2022 - Jun 2023
Financial Planner
Fortune Life Wealth Pvt Ltd
•Managed HNWI portfolios, optimizing asset allocation and tax strategies, leading to a 35% AUM growth. •Designed investment strategies that improved risk-adjusted returns. Conducted financial planning for retirement, insurance, and estate management. •Researched mutual funds and alternative assets, delivering 41% average returns over two years. •Provided data-driven insights to enhance client wealth and portfolio performance.
Educational background for Mehul Anupam Kumar
- Current 1 year and 6 months, since Feb 2025
CFA
CFAI
Awaiting Result
- Current 2 years and 7 months, since Jan 2024
Financial Management, Insurance
The WallStreet School
- Current 8 years and 2 months, since Jun 2018
Business Administration
Lovely Professional University
•Finance & Human Resources Major •GPA: 8.56 •Merit Scholarship Winner •Semester Abroad Scholarship at SolBridge Business School, South Korea
Languages
Arabic
A1-A2 (Basic)
Hindi
C2 (Expert / native speaker)
English
C1 (Fluent)
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