B.Tech. UPSC. IIM.
Now writing
what I learned.
I've always been drawn to writing — this is where it finally compounds. From Infosys to UPSC Prep to IIM Trichy (Finance & Analytics), and a management consulting internship where I worked on operating strategy, built a financial model, and presented to the CEO and CFO — that journey shapes how I think: structured, data-driven, and grounded in real decisions.
This site is where that thinking gets documented.
A working log of how I think about markets, strategy, and technology.
My interests sit at the intersection of financial modelling, valuation, equity research, market analysis, and analytics — extending into portfolio management and, more recently, a deeper focus on Agentic AI and LLMs. My background in analytics shapes how I approach problems: structured, data-driven, and grounded in decision-making rather than theory.
This platform exists for two reasons: to compound my own thinking in public, and to impose discipline on continuous learning.
- MBA Playbook A candid, ground-level view of the IIM MBA experience: what works, what doesn't, and what actually matters when placements come around.
- Macro & Markets Equity research, valuation frameworks, and the intersection of data, AI-assisted workflows, and traditional investing. A live model portfolio will be published here — institutional-style.
- Geopolitics Selective analysis of policy and political developments that have second-order effects on business and capital markets.
- AI Strategy A running repository of ideas, frameworks, and projects as I go deeper into the agentic AI stack — emphasis on real-world applications.
Just thinking — in public, with skin in the game.
The advance estimates point to a growth trajectory that is neither too hot to trigger policy tightening nor too cold to disappoint capital allocators. Here is what the numbers actually mean for equity positioning and sector rotation.
GST rationalisation changes the cost structure. Whether demand follows is a different question entirely — and the data tells a more complicated story.
The curriculum is not the education. Here is what two years at IIM Trichy actually looked like from the inside.
The things that move your candidacy are rarely the ones the placement cell tells you about.
The combination that made sense on paper and what it looks like when you actually have to live with it.
A framework for understanding what changes when AI systems can take sequences of actions, not just answer questions.
Practical patterns from applying LLMs to equity research and financial modelling — the honest version.
Why the people who will use AI best are the ones who already think in feedback loops.