Harsh Dalal

Manager - Investment Strategist at TRUST
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Contact Information
us****@****om
(386) 825-5501
Location
Mumbai, IN

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Experience

    • India
    • Financial Services
    • 200 - 300 Employee
    • Manager - Investment Strategist
      • Apr 2023 - Present

      Mumbai, Maharashtra, India

    • Assistant Manager - Investment Strategist
      • Apr 2022 - May 2023

      Mumbai, Maharashtra, India

    • Junior Investment Strategist
      • Jul 2021 - Mar 2022

      Mumbai, Maharashtra, India

    • India
    • Financial Services
    • 1 - 100 Employee
    • Equity Research Analyst
      • Dec 2019 - Jul 2020

      Mumbai Area, India Preparation of research reports of various companies for Moneylife's weekly finance magazine. Gathering data relevant to companies and building company data models and valuation models which were used for research articles. Compiling historical data of companies, carrying out ratio analysis and building a stock-list used for stock selection by company's Portfolio Manager. Assisting with adhoc analysis as may be required by the Portfolio Manager. Monitored and provided latest news of… Show more Preparation of research reports of various companies for Moneylife's weekly finance magazine. Gathering data relevant to companies and building company data models and valuation models which were used for research articles. Compiling historical data of companies, carrying out ratio analysis and building a stock-list used for stock selection by company's Portfolio Manager. Assisting with adhoc analysis as may be required by the Portfolio Manager. Monitored and provided latest news of companies in the weekly stockletter to clients. Show less

    • India
    • Financial Services
    • 700 & Above Employee
    • Financial Management Trainee
      • Aug 2019 - Oct 2019

      Mumbai Monitoring daily market trends and enhancing research abilities by performing technical and fundamental analysis Handling client portfolios by providing customized investment solutions Assisting Associate manager in building client database and identifying new client relationship with a strategic and long-term view

Education

  • Global Association of Risk Professionals
    Financial Risk Manager, Part 1
    2023 -
  • CFA Institute
    Finance, General, Passed Level 3
  • Smt Mithibai Motiram Kundnani College of Commerce and Economics 32nd Road Bandra Mumbai 400 050
    Bachelor of Commerce - BCom, Accounting and Finance
    2016 - 2019
  • Narsee Monjee College of Commerce and Economics
    HSC, Commerce
    2014 - 2016

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