Harsh Dalal
About me
Harsh Dalal is a dedicated professional with a Chartered Financial Analyst (CFA) qualification from the CFA Institute, achieved in 2022. With a solid background in finance, Harsh has honed his skills as an Investment Strategist at Trust Investment Advisors Pvt Ltd, where he excelled in portfolio management for High Net Worth Individuals (HNIs), Ultra High Net Worth Individuals (UHNIs), and institutional clients. His analytical prowess, attention to detail, and problem-solving abilities have enabled him to make informed investment decisions, driving positive outcomes for his clients. Beyond his financial acumen, Harsh possesses a diverse set of strengths that include leadership, creativity, and critical thinking. He thrives in team-based environments and enjoys engaging in activities that challenge his mind, such as solving puzzles and learning about coding. In his leisure time, Harsh finds solace in practicing yoga and meditation, as well as exploring new places through travel. His passion for continuous learning and his commitment to excellence make him a versatile professional with a keen eye for detail and a drive for success in the world of finance.
Strengths
Athletic
Attention to detail
Analytical skills
Creativity
Critical thinking
Leadership
Problem solving
Writing
Time management
Research
Reading comprehension
Public speaking
Independent learning
Data analysis
High achieving
High energy
Listening skills
Study skills
Decision-making
Communication skills
Computer skills
Weaknesses
Chemistry
History and Geography
Biology
Qualifications
Certificate
Chartered Financial Analyst
Percentage/Grade: Pass
Experiences
Investment Strategist
Portfolio Management for HNI, UHNI and institutions
