Harsh Dalal
Manager - Investment Strategist at TRUST- Claim this Profile
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Bio
Experience
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TRUST
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India
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Financial Services
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200 - 300 Employee
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Manager - Investment Strategist
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Apr 2023 - Present
Mumbai, Maharashtra, India
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Assistant Manager - Investment Strategist
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Apr 2022 - May 2023
Mumbai, Maharashtra, India
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Junior Investment Strategist
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Jul 2021 - Mar 2022
Mumbai, Maharashtra, India
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Moneylife Advisory Services
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India
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Financial Services
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1 - 100 Employee
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Equity Research Analyst
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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
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IIFL (India Infoline Group)
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India
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Financial Services
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700 & Above Employee
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Financial Management Trainee
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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
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Education
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Global Association of Risk Professionals
Financial Risk Manager, Part 1 -
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 -
Narsee Monjee College of Commerce and Economics
HSC, Commerce