Harish K
Financial Analyst and Investment Banking | Financial Advisor | Financial Modelling | Private Equity | Equity Research | Investment Analysis | M&A Modelling | NISM Series VA Mutual Fund Distributor
- Role
- Wealth Manager at Bajaj Capital Ltd
- Location
- Chennai, TN, IN
- LinkedIn followers
- 500 followers
About Harish K
An aspiring Financial Analyst, Postgraduate in Financial Analysis with a Bachelor in Commerce (Bank management). A dedicated and result-driven individual with a proven track record of delivering sound financial insights and data-driven recommendations to drive business growth and profitability. Results-driven financial analyst with a strong background in financial modelling, investment analysis, mergers and acquisitions, LBO and risk management. Seeking a challenging position in a dynamic organization where I can leverage my analytical skills and experience in financial planning and analysis to provide strategic insights and support decision-making processes. Committed to driving financial performance and contributing to the overall success of the organization.
Experience
Wealth Manager
Jun 2025 — Present · Chennai, IN
Investment Advisor | Wealth Management | Financial Planning | Goal-Based InvestingAdvised clients on tailored investment strategies based on risk profile, financial goals, and market trendsConstructed and managed diversified portfolios including equity, debt, mutual funds, and retirement schemes (NPS, PPF, etc.)Conducted regular financial reviews and rebalancing to ensure optimal performance and client satisfactionProvided detailed reports on investment performance and educated clients on market movements and economic updatesEnsured strict adherence to SEBI and regulatory guidelines to maintain transparency and complianceBuilt long-term relationships through trust, education, and transparent communication
Education
Imarticus Learning
Postgraduate Course, financial analyst Programming
University of Madras
Bachelor of Commerce - BCom, Banking and Financial Support Services
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