Harsh Vardhan Dawar
ACA, CFA, FRM | Founder Director at Wealth Café
- Role
- Investment Advisor at Wealth Café Investment Advisors
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Harsh Vardhan Dawar
Founder of the Wealth Café group of companies, a unique financial…
Experience
Investment Advisor
Wealth Café Investment Advisors
Dec 2009 — Present · Mumbai, IN
Wealth Cafe Investment Advisors (ria.wealthcafe.in) is SEBI RIA (Registered Investment Advisor) based out of Mumbai which offers Financial Planning and Wealth Management Services.We offer advisory across a wide range of products including Direct Equities, Mutual Funds, Debt products (Deposits, Bonds, Debentures etc), Insurance and Pension products among others.
Education
Sri Sathya Sai Institute of Higher Learning
B.Com(Honours), Commerce
2002 — 2005
The Institute of Chartered Accountants of India
Chartered Accountant, Accounts, Finance, Audit
2006 — 2009
Skills
- Strategic Financial Planning
- Wealth Management
- Valuation
- Financial Analysis
- Corporate Finance
- Portfolio Management
- Risk Management
- Equities
- Auditing
- Investment Banking
- Financial Reporting
- Due Diligence
- Banking
- Derivatives
- Financial Services
- Financial Modeling
- Private Equity
- Mutual Funds
- Tax
- Accounting
- Business Valuation
- Managerial Finance
- Asset Management
- Internal Audit
- Financial Structuring
- Finance
- Mis
- Financial Risk
- Venture Capital
- Financial Markets
- Restructuring
- Investments
- Equity Research
- Credit Risk
- Bloomberg
- Project Finance
- Ifrs
- Mergers & Acquisitions
- Hedge Funds
- Credit
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