Has been working with other team members since 2021

Ishaan Patel


Career Background

  • Focus on financial analysis and due diligence for potential Convergent investments
  • 5 years of experience in due diligence, investment research, audit, and assurance
  • Responsible for evaluating investment opportunities and tracking the performance of portfolio companies
  • Key member of the statutory audit team for Reliance Jio and UPS Logistics

Work Experience

  • 2021-present: Convergent Finance, Analyst
  • 2019-2021: ICICI Prudential Asset Management, Investments Research
  • 2017-2019: Deloitte Haskins & Sells LLP, Associate


  • 2021: Member, Institute of Chartered Accountants of India
  • 2021: CFA Level III
  • 2019: Bachelor of Commerce, HR College, Mumbai University