Senior Wealth Manager
Current
May 2022 - Present
AeroLeads people directory · profile
Harsh Mudgal Email & Phone Number
Senior Wealth Manager || Green Portfolio || Ex-Purnartha || IMTian || CFA Level 1 Candidate
at
Green Portfolio Private Limited
1 work email found
@greenportfolio.co
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Wealth Manager || Green Portfolio || Ex-Purnartha || IMTian || CFA Level 1 Candidate
Location
Gurugram, Haryana, India
Company size
Who is Harsh Mudgal? Overview
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Quick answer
Harsh Mudgal is listed as Senior Wealth Manager || Green Portfolio || Ex-Purnartha || IMTian || CFA Level 1 Candidate at Green Portfolio Private Limited, a company with 9 employees, based in Gurugram, Haryana, India. AeroLeads shows a work email signal at greenportfolio.co and a matched LinkedIn profile for Harsh Mudgal.
Harsh Mudgal previously worked as Senior Wealth Manager at Green Portfolio Private Limited and Wealth Manager at Purnartha Sebi Registered Equity Investment Advisor. Harsh Mudgal holds Pgdm-Finance, Accounting And Finance from Institute Of Management Technology, Nagpur.
Company email context
Email format at Green Portfolio Private Limited
This section adds company-level context without repeating Harsh Mudgal's masked contact details.
{first}@greenportfolio.co
89% confidence
AeroLeads found 1 current-domain work email signal for Harsh Mudgal. Compare company email patterns before reaching out.
Profile bio
About Harsh Mudgal
Experienced Wealth Manager with a demonstrated history of working in the financial services industry. Strong finance professional with a Certification in Investment Advisor Level-1 focused on Investments in Securities from National Institute of Securities Markets (NISM) and A CFA Level-1 Candidate.
Listed skills include Leadership, Microsoft Office, New Product Development, Solidworks, and 4 others.
Current workplace
Harsh Mudgal's current company
Company context helps verify the profile and gives searchers a useful next step.
Green Portfolio Private Limited
5 roles
Harsh Mudgal work experience
A career timeline built from the work history available for this profile.
Wealth Manager
*Accomplished a total AUM of 15.4 Crores with 20+ clients.*Secured the tag of "Star of the Month" for February and March, 2021.*Trained new joinees and conducted Webinars for more than 50 prospects every week.*Successfully generated more than 50 leads every month from multiple channels like cold calling, channel partners and customer referrals.*Responsible.
Oct 2020 - May 2022
Investment Analyst (Intern)
Apr 2019 - Jun 2019
Summer Trainee
Mikuni India Pvt. Ltd.
Jan 2017 - Jun 2017
Student Ambassador
Jul 2016 - Sep 2016
Team & coworkers
Colleagues at Green Portfolio Private Limited
Other employees you can reach at greenportfolio.co. View company contacts for 9 employees →
SG
Shubham Gupta
Colleague at Green Portfolio Private LimitedDelhi, India, India
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SR
Sreeram Ramdas, Cfa
Colleague at Green Portfolio Private LimitedNew Delhi, Delhi, India, India
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SK
Sarthak Kapoor
Colleague at Green Portfolio Private LimitedGhaziabad, Uttar Pradesh, India, India
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SS
Siddhant Singh
Colleague at Green Portfolio Private LimitedDelhi, India, India
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AN
Ashish N.
Colleague at Green Portfolio Private LimitedNew Delhi, Delhi, India, India
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DS
Deepak Shah
Colleague at Green Portfolio Private LimitedDelhi, India, India
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CS
Chetan Sarpal
Colleague at Green Portfolio Private LimitedDelhi, India, India
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SB
Sweety Barua
Colleague at Green Portfolio Private LimitedJamshedpur, Jharkhand, India, India
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AJ
Anuj Jain
Colleague at Green Portfolio Private LimitedDelhi, India, India
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SG
Shivanshu Gupta
Colleague at Green Portfolio Private LimitedDelhi, India, India
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Shubham Gupta
Colleague at Green Portfolio Private LimitedDelhi, India, India
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SR
Sreeram Ramdas, Cfa
Colleague at Green Portfolio Private LimitedNew Delhi, Delhi, India, India
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SK
Sarthak Kapoor
Colleague at Green Portfolio Private LimitedGhaziabad, Uttar Pradesh, India, India
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SS
Siddhant Singh
Colleague at Green Portfolio Private LimitedDelhi, India, India
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AN
Ashish N.
Colleague at Green Portfolio Private LimitedNew Delhi, Delhi, India, India
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DS
Deepak Shah
Colleague at Green Portfolio Private LimitedDelhi, India, India
View →
CS
Chetan Sarpal
Colleague at Green Portfolio Private LimitedDelhi, India, India
View →
SB
Sweety Barua
Colleague at Green Portfolio Private LimitedJamshedpur, Jharkhand, India, India
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AJ
Anuj Jain
Colleague at Green Portfolio Private LimitedDelhi, India, India
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SG
Shivanshu Gupta
Colleague at Green Portfolio Private LimitedDelhi, India, India
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5 education records
Harsh Mudgal education
Pgdm-Finance, Accounting And Finance
Certification In Investment Advisor Level-1, Investment In Securities
Simple Exchange, Business
Em Strasbourg Business School, France
B.Tech, Mechanical Engineering
Education record
Delhi Public School, Palwal
FAQ
Frequently asked questions about Harsh Mudgal
Quick answers generated from the profile data available on this page.
What company does Harsh Mudgal work for?
Harsh Mudgal works for Green Portfolio Private Limited.
What is Harsh Mudgal's role at Green Portfolio Private Limited?
Harsh Mudgal is listed as Senior Wealth Manager || Green Portfolio || Ex-Purnartha || IMTian || CFA Level 1 Candidate at Green Portfolio Private Limited.
What is Harsh Mudgal's email address?
AeroLeads has found 1 work email signal at @greenportfolio.co for Harsh Mudgal at Green Portfolio Private Limited.
Where is Harsh Mudgal based?
Harsh Mudgal is based in Gurugram, Haryana, India while working with Green Portfolio Private Limited.
What companies has Harsh Mudgal worked for?
Harsh Mudgal has worked for Green Portfolio Private Limited, Purnartha Sebi Registered Equity Investment Advisor, Venturegarage, Mikuni India Pvt. Ltd., and F6 Online.
Who are Harsh Mudgal's colleagues at Green Portfolio Private Limited?
Harsh Mudgal's colleagues at Green Portfolio Private Limited include Shubham Gupta, Sreeram Ramdas, Cfa, Sarthak Kapoor, Siddhant Singh, and Ashish N..
How can I contact Harsh Mudgal?
You can use AeroLeads to view verified contact signals for Harsh Mudgal at Green Portfolio Private Limited, including work email, phone, and LinkedIn data when available.
What schools did Harsh Mudgal attend?
Harsh Mudgal holds Pgdm-Finance, Accounting And Finance from Institute Of Management Technology, Nagpur.
What skills is Harsh Mudgal known for?
Harsh Mudgal is listed with skills including Leadership, Microsoft Office, New Product Development, Solidworks, Project Management, Public Speaking, Autocad, and Catia.
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