Harshit Maheshwari Email and Phone Number

Portfolio construction and management for institutional clients.

Assistant Manager in the Retail Banking Group.

Valuation Analyst:1) Built a 3-statement model and conducted DCF valuation from scratch for series A funding.2) Navigated the start-up crucible, transforming data into investment insights and client-centric strategies after thoroughly investigating the business using a top-to-bottom approach.Wealth Management:1) Created 2 personalized financial plans for clients, including risk profiling, goal assessment, and asset allocation, developing strong client communication and financial planning skills.2) Developed a deep understanding of personal wealth management products across categories.Gained invaluable experience working directly under the founder of Core Financial Services, honing agility, initiative, and problem-solving skills.

Streamlined finance and claims processing: Verified 200+ imprest claims on SAP ERP, ensuring accuracy and compliance for 250+ transfer/travel allowances and medical claims (100% success rate!).Automated Claim handling: Spearheaded a strategic initiative to track branch efficiency by designing and implementing an innovative Excel-based system, complementing SAP ERP data and helping streamline workflows, boosting accuracy, and saving significant time.Gained valuable insights into the energy transmission sector & importance of meticulous financial management.