Harshraj Jadeja Email & Phone Number

As a Research Analyst with 6 years of experience in the finance industry, I am passionate about identifying companies that offer the potential for long-term wealth creation. At Turtle Wealth Management I'm currently working as a Quant Research Analyst and I specialize in blending Fundamental and Technical Analysis to uncover high-potential investment opportunities.My expertise spans Fundamental Research, Technical Analysis, Valuations, Quant Research, and Financial Analysis—skills I have honed through years of meticulous analysis and strategic decision-making. In my previous role at Consortiums Securities Pvt. Ltd., I successfully forecasted the revenue and profits of a shipbuilding company, achieving an accurate valuation that led to a 10x return on investment.I have also developed valuable technical skills throughout my career, including Macros in Excel and proficiency with Excel and Google Finance, which I use regularly to streamline and enhance my work.Driven by a vision to create lasting value for investors, I leverage data-driven insights and a deep understanding of businesses and financial statements. My approach is centered on identifying companies at the right price and aligning investment strategies with long-term goals.Currently, I am pursuing the CFA Program, having completed Level 2 and preparing for Level 3, as I continue to enhance my knowledge and expertise. Looking ahead, I aspire to take on the role of a Portfolio Manager, expanding my impact in wealth and value creation for clients.I started on this journey of Finance and Investment at Finnacle Investment Academy in April 2017. Since then I’ve never looked back!I believe in continuous learning and collaboration to achieve excellence in investment strategies. Let’s connect to discuss insights, opportunities, or ideas in the world of finance and investment.