Harsh Mawandia
Treasury & investment strategist | Helping corporates & co- operative banks maximise returns on idle cash | Fixed income | Mutual funds
- Role
- Wealth Manager at Choice Wealth
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Harsh Mawandia
I specialize in treasury and investment advisory for corporates and co-operative banks. Most institutions default to FDs. I come in, assess the full picture; liquidity cycles, risk appetite, compliance boundaries, and build a strategy that delivers meaningfully better returns without compromising on safety.At 23, I\'ve already worked directly with CFOs and treasury heads, structuring portfolios across fixed income instruments and mutual funds.
Experience
Wealth Manager
Apr 2025 — Present
Managing and advising institutional assets across corporates and co-operative banks. Structuring portfolios across fixed income instruments and mutual funds tailored to each client\'s liquidity needs and risk profile.* Onboarded and managed institutional clients within the first year* Shifted client portfolios from low-yield FDs to structured debt and MF strategies* Direct engagement with CFOs and treasury teams on deployment, review, and rebalancing
Education
University of Mumbai
Bachelors of Management Studies, Finance
2020 — 2023
DURGADEVI SARAF INSTITUTE OF MANAGEMENT STUDIES, MUMBAI
HSC, Commerce
2018 — 2020
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