Harshal Bafna

Harshal Bafna Email and Phone Number

Founder & CEO at Caishen Capital @
Harshal Bafna's Location
Pune, Maharashtra, India, India
Harshal Bafna's Contact Details

Harshal Bafna work email

Harshal Bafna personal email

n/a
About Harshal Bafna

📈 Specializing in bespoke wealth management solutions for High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs), I am dedicated to preserving and growing your wealth with personalized strategies tailored to your unique financial objectives.💼 With a track record of success in managing the complex financial needs of affluent clients, I founded Caishen Capital to offer exclusive access to top-tier investment opportunities, comprehensive wealth planning, and concierge-level service.🌟 Let's collaborate to elevate your financial journey and secure your legacy for generations to come.

Harshal Bafna's Current Company Details
Caishen Capital

Caishen Capital

Founder & CEO at Caishen Capital
Harshal Bafna Work Experience Details
  • Caishen Capital
    Founder & Ceo
    Caishen Capital Oct 2018 - Present
    Pune, Maharashtra, India
    We are into Wealth Management.We offer products like Equity Advisory, PMS, Alternate Investment Funds, and Mutual Funds.Our scope of work includes planning for Children Education, Children Marriage, Retirement Planning, Short / Long Term Goal Planning.We offer Treasury Solutions for Corporates, Banks and Cooperative Societies.
  • Midas India
    Manager - Business Coaching
    Midas India Dec 2018 - Jan 2020
    Pune Area, India
    • Looking after Business Development for the Business Coaching Vertical, by enrolling clients for the Business Coaching Program.• Planning and conducting workshop with various Target Groups across Associations and Cities.• Representing MIDAS at various Networking platforms like BNI and JBN.
  • Setiya'S Agro Foods
    Director - Marketing And Sales
    Setiya'S Agro Foods Nov 2014 - Dec 2018
    Pune Area, India
    • Identified an opportunity in the existing consumer market for Jaggery and designed a quality product above general market standards as per industry norms.• Improved the market penetration and growth in sales 5 times since November 2014. • Negotiated terms with distributors, sole sellers, and increased the market from Maharashtra to Karnataka, AndraPradesh and Telangana.• Introduced a new product in 2017; Jaggery Powder. Single handed managed entire launch of product, from conceptualisation, designing, supplier negotiation to finalisation of distribution channels.
  • Indiamart Intermesh Limited
    Manager - Client Acquisition
    Indiamart Intermesh Limited May 2013 - Nov 2014
    Pune Area, India
    • Concept Selling. To meet the decision makers of SME's and MSME's in Pune region and make them understand the working of IndiaMART InterMESH Ltd. To sell various subscriptions offered by the organization.• Involved in business development through client acquisition. On boarded four times the target acquisition businesses in FY 2013-14.• Promoted three times; from Executive to Manager in a single year which in the normal course would take 2 -2.5 years for .• Got rewarded the best employee for; clean sales, 0% mis -selling and 99% upfront payment receipts from acquired relationships. • Recognised at PAN India level for highest incentive earner for January 2014.• Given the responsibility to train 4 subordinates within the first year of employment.
  • India Infoline Ltd
    Managment Trainee
    India Infoline Ltd Apr 2012 - Jun 2012
    Pune Area, India
    Improving Communication skills.Getting used to corporate environment.Understanding the perception and expectation of people towards financial instrument in the Indian Financial Market.
  • Lokshakti Seva Prathishthan (Ngo)
    Secretary
    Lokshakti Seva Prathishthan (Ngo) Apr 2010 - Mar 2012
    Pune Area, India
    Organized and Coordinated for various activities like Blood Donation Drives,Tree Plantation Programs, Donation Drives for AIDS affected children, Cultural Programs, AIDS Awareness Programs, Pendal for Pilgrims, and etc.

Harshal Bafna Skills

Powerpoint Excel Word Microsoft Office Social Media Event Management Driving Corporate Communications Microsoft Word Microsoft Excel Sales Market Research Social Media Marketing Marketing Communications Team Management Strategic Planning Advertising Marketing Strategy New Business Development Negotiation Public Relations Team Leadership Marketing Photoshop Teamwork Research Public Speaking Customer Service English Leadership Program Management Crm Financial Analysis Business Strategy Management Training Recruiting Product Development Business Planning Lead Generation Marketing Management Human Resources Team Building Competitive Analysis Leadership Development Business Development Sales Management Project Planning Marketing Research Analysis

Harshal Bafna Education Details

Frequently Asked Questions about Harshal Bafna

What company does Harshal Bafna work for?

Harshal Bafna works for Caishen Capital

What is Harshal Bafna's role at the current company?

Harshal Bafna's current role is Founder & CEO at Caishen Capital.

What is Harshal Bafna's email address?

Harshal Bafna's email address is ha****@****o.co.in

What schools did Harshal Bafna attend?

Harshal Bafna attended Mit School Of Business, Sinhgad College Of Science, Pune.

What skills is Harshal Bafna known for?

Harshal Bafna has skills like Powerpoint, Excel, Word, Microsoft Office, Social Media, Event Management, Driving, Corporate Communications, Microsoft Word, Microsoft Excel, Sales, Market Research.

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