Archana Bharda
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Archana Bharda Email & Phone Number

Investment Associate at Davy | MSc Finance | Qualified Financial Advisor at Davy
Location: Dublin, County Dublin, Ireland 6 work roles 3 schools
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Current company
Davy
Role
Investment Associate at Davy | MSc Finance | Qualified Financial Advisor
Location
Dublin, County Dublin, Ireland
Company size
773 employees

Who is Archana Bharda? Overview

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Quick answer

Archana Bharda is listed as Investment Associate at Davy | MSc Finance | Qualified Financial Advisor at Davy, a company with 773 employees, based in Dublin, County Dublin, Ireland. AeroLeads shows a matched LinkedIn profile for Archana Bharda.

Archana Bharda previously worked as Investment Associate at Davy and Client Services Executive at Davy. Archana Bharda holds Master'S Degree, Finance, Expected 2:1 from Ucd Michael Smurfit Graduate Business School.

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Davy

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About Archana Bharda

Archana Bharda is a Investment Associate at Davy | MSc Finance | Qualified Financial Advisor at Davy.

Current workplace

Archana Bharda's current company

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Davy
Davy
Investment Associate at Davy | MSc Finance | Qualified Financial Advisor
dublin, dublin, ireland
Website
davy.ie
Employees
773
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Company profile
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6 roles

Archana Bharda work experience

A career timeline built from the work history available for this profile.

Investment Associate

Current
Davy

County Dublin, Ireland

Nov 2023 - Present

Client Services Executive

Davy

County Dublin, Ireland

Jul 2022 - Oct 2023

Officer - Customer Advisory Group

Sbi Capital Securities Limited

India

  • Financial Services
  • Researched market and recommended investment advisory for enhancing client returns on daily basis.
  • Managed domestic client base leading to an increased number of actively traded clients.
  • Strategized trading activities and streamlined portfolio handling which included futures, options, ETF, and equity products.
  • Monitored, reported, and ensured control of equity trading exposure for creating a systematic investment opportunity.
  • Communicated efficiently with clients for brokerage negotiation resulting in efficient client onboarding and smooth processing of KYC documentation.
Sep 2020 - Jun 2021

Equity Research Intern

Finladder

India

  • Financial Services, India
  • Prepared fundamental and technical equity research reports resulting in profitable investment advisory.
  • Developed proficiency in market analytical skills.
Jun 2020 - Aug 2020

Senior Executive

Axis Securities Limited

India

  • Financial Services, India
  • Maximised trading account activities by introducing financial products and research reports to clients.
  • Reconciled capital transactions and ad hoc reports on daily basis
Dec 2019 - Mar 2020

Financial Accountant

Kothari & Associates

India

  • Chartered Accountant Firm, India.
  • Analysed cash flow, income statement, and accounting statements for clients of textile, real estate, retail, and manufacturing industry.
  • Reconciled bank transactions to detect and resolve discrepancies by appropriate research.
  • Lead ad-hoc tasks like filing Goods and Service Tax, Tax Deducted at Source, Income Tax Returns.
Jul 2018 - Jan 2019
Team & coworkers

Colleagues at Davy

Other employees you can reach at davy.ie. View company contacts for 773 employees →

DB David Bartley Acca David Bartley Acca Colleague at Davy Dublin, County Dublin, Ireland, Ireland View → CB Ciaran Boyle Ciaran Boyle Colleague at Davy Dublin, County Dublin, Ireland, Ireland View → CH Cian Hession Lib Qfa Cian Hession Lib Qfa Colleague at Davy Ireland, Ireland View → MC Michael Cummins Michael Cummins Colleague at Davy Ireland, Ireland View → JN John Naughton John Naughton Colleague at Davy Ireland, Ireland View → HK Hana Kostková Lci Qfa Aiipm Hana Kostková Lci Qfa Aiipm Colleague at Davy Ireland, Ireland View → JR Jennifer Reid Jennifer Reid Colleague at Davy Dublin, County Dublin, Ireland, Ireland View → TM Tony Mullins Tony Mullins Colleague at Davy Ireland, Ireland View → SO Sharon O'Connor Sharon O'Connor Colleague at Davy Ireland, Ireland View → CC Ciaran Conn Ciaran Conn Colleague at Davy Ireland, Ireland View →
3 education records

Archana Bharda education

Master'S Degree, Finance, Expected 2:1

Ucd Michael Smurfit Graduate Business School

Activities and Societies: • Pursuing Intercultural Development Programme 2022 at UCD. • Health Sector Analyst at Student Managed Fund at.

Qualified Financial Advisor

Iob
FAQ

Frequently asked questions about Archana Bharda

Quick answers generated from the profile data available on this page.

What company does Archana Bharda work for?

Archana Bharda works for Davy.

What is Archana Bharda's role at Davy?

Archana Bharda is listed as Investment Associate at Davy | MSc Finance | Qualified Financial Advisor at Davy.

Where is Archana Bharda based?

Archana Bharda is based in Dublin, County Dublin, Ireland while working with Davy.

What companies has Archana Bharda worked for?

Archana Bharda has worked for Davy, Sbi Capital Securities Limited, Finladder, Axis Securities Limited, and Kothari & Associates.

Who are Archana Bharda's colleagues at Davy?

Archana Bharda's colleagues at Davy include David Bartley Acca, Ciaran Boyle, Cian Hession Lib Qfa, Michael Cummins, and John Naughton.

How can I contact Archana Bharda?

You can use AeroLeads to view verified contact signals for Archana Bharda at Davy, including work email, phone, and LinkedIn data when available.

What schools did Archana Bharda attend?

Archana Bharda holds Master'S Degree, Finance, Expected 2:1 from Ucd Michael Smurfit Graduate Business School.

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