Sonal Jha

Portfolio management |CFA Level - 1 Candidate |DU’24

Role: Portfolio Manager at Great Eastern Money
Location: New Delhi, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Sonal Jha

A B.com Honours student who is skilled in English, Microsoft Excel and Microsoft…

Experience

Portfolio Manager
Great Eastern Money
Oct 2025 — Present · Gurugram, IN

Education

Gargi College, Delhi University
Bachelor of Commerce - BCom(hons)
2022 — 2025
The Institute of Chartered Accountants of India
Master's degree
2022

Contact information

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Work email
•••••@greateasternmoney.com
Personal email
•••••@•••••.com
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Current company

Great Eastern Money

Financial Services · 15 employees · Founded 2009 · Gurgaon, Haryana, India

GREAT EASTERN is a Fee Based Financial High End Research, Advisory and Wealth Management Company incorporated under Indian Companies Act 1956. GREAT EASTERN provides research based Financial Investment consultancy and web based collaborative research and information data base that works in the areas of wealth management, financial planning and includes but not limited to equity neutral concierge, philanthropy, asset re balancing, asset management besides tax and estate planning. We undertake complex research-led mandates on behalf of clients, typically individuals and corporate to inform competitive positioning, statistical findings and investment strategies. Based on our expertise, knowledge and insight, we also develop and own custom made portfolios and impactful wealth management platforms. GREAT EASTERN partners leading Portfolio Managers, Chartered Accountants, Attorneys, Life & Non Life Insurance Companies, Asset Management Companies and Tax Planners to provide seamless aggregator services. In line with our equity neutral approach, we do not provide any preferential treatment to any partners and work on the principle of ‘ first amongst equals’.

greateasternmoney.com

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About Sonal Jha

Experience

Portfolio Manager

Education

Gargi College, Delhi University

The Institute of Chartered Accountants of India

Find verified contacts for anyone on LinkedIn