Harsh

I’m a BBA graduate in Finance and Investment Analysis from Delhi University, and I have an over three years of hands-on experience in wealth management, investment advisory, and financial analysis. Over this period, I’ve worked on managing high-value portfolios and building customized asset allocation strategies across equity, debt, precious metals, and alternative assets, always with a focus on long-term, risk-adjusted returns.
My role has also involved detailed financial modelling, cash-flow analysis, and tax-efficient structuring to improve overall portfolio and business outcomes. Alongside this, I’ve worked on end-to-end financial planning assignments such as cash-flow projections, retirement planning, and compliance-focused documentation, which has helped me develop a structured and disciplined approach to advisory work. I have a strong interest in valuation, behavioral finance, and market cycles, and I enjoy working in roles where data-driven insights directly support better financial decision-making.