Harshad Dongre

Harshad Dongre Email and Phone Number

Financial Strategist @ Nuvama Wealth | Ex- Anand Rathi Private Wealth | MBA | Financial Planner @ Nuvama Wealth
Harshad Dongre's Location
Mumbai, Maharashtra, India, India
About Harshad Dongre

As a Financial Strategist at Nuvama Wealth, I help high-net-worth clients achieve their financial goals and optimize their wealth. I have more than a decade’s experience in the wealth management industry, with a strong background in financial planning, investments, and financial services.My core competencies include creating customized portfolio and asset allocation strategies, providing comprehensive financial advice, and building long-term relationships with clients. I believe in following a client-centric and holistic approach to investing, rather than a product-led approach. I am passionate about delivering value and excellence to my clients and my team at Nuvama Wealth.

Harshad Dongre's Current Company Details
Nuvama Wealth

Nuvama Wealth

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Financial Strategist @ Nuvama Wealth | Ex- Anand Rathi Private Wealth | MBA | Financial Planner
Harshad Dongre Work Experience Details
  • Nuvama Wealth
    Financial Strategist
    Nuvama Wealth Apr 2023 - Present
    Mumbai, Maharashtra, India
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  • Edelweiss Wealth Management
    Financial Strategist
    Edelweiss Wealth Management Sep 2021 - Mar 2023
    Mumbai, Maharashtra, India
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  • Hdfc Bank
    Relationship Manager
    Hdfc Bank Apr 2021 - Sep 2021
    Mumbai, Maharashtra, India
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  • Anand Rathi Wealth Limited
    Associate Vice President
    Anand Rathi Wealth Limited Jan 2013 - Apr 2019
    Mumbai, Maharashtra
    Wealth Advisor and financial strategist responsible for managing assets of HNI and UHNIs. The role involved creating a personalised financial plan or strategy for existing as well as prospective clients and executing investments as per the plan.Organise closed focus group events to present personalised financial plans to respective clients. Assist clients in having an effective estate plan in place for protection and transmission of wealth.Advise clients on taxation related to investments.
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  • Indiabulls Group
    Relationship Manager
    Indiabulls Group Feb 2012 - Aug 2012
    Mumbai, Maharashtra, India
    My primary job role was of business development and account servicing for existing clients.Acquisition of new clients to facilitate trading in commodities and achieve brokerage targets set by the firm. Soliciting real estate properties for Indiabulls housing and other third party builders to prospective buyers.
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  • Union Bank Of India
    Intern
    Union Bank Of India May 2011 - Jul 2011
    Nariman Point
    Worked as an intern in the forex and treasury department of the bank while simultaneously working on a project on Algo Trading.
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Harshad Dongre Education Details

Frequently Asked Questions about Harshad Dongre

What company does Harshad Dongre work for?

Harshad Dongre works for Nuvama Wealth

What is Harshad Dongre's role at the current company?

Harshad Dongre's current role is Financial Strategist @ Nuvama Wealth | Ex- Anand Rathi Private Wealth | MBA | Financial Planner.

What schools did Harshad Dongre attend?

Harshad Dongre attended Sasmira's Institute Of Management Studies & Research, Imcost (Institute Of Management & Computer Studies).

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