Divesh Dugar
Mumbai
Summary
Results-driven financial professional with proven ability to develop effective financial strategies and manage diverse investment portfolios. Known for fostering team collaboration and consistently achieving client-centric results. Highly adaptable and dependable in dynamic environments.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Planner
One Percent Club
10.2025 - Current
- Managing 40+ client relationships end-to-end: net-worth mapping, assets-liabilities & cash-flow analysis, risk profiling, and goal-based plans (retirement, education, etc.).
- Build and implement asset-allocation/IPS, with tax-aware SIP/STP/lump-sum deployment across MFs, ETFs, and fixed income; monitor and rebalance as required.
- Lead weekly market briefings for the WM team, turning macro, MF, and sector moves into concise, client-ready action points.
- Run the monthly mutual-fund scorecard (returns, risk, consistency) and publish a Top 5 list; conduct periodic portfolio reviews and document next steps versus plan.
Financial Para Planner
One Percent Club
06.2025 - 09.2025
- Evaluated financial profiles of 50+ prospective clients, onboarded 20+ clients, improving onboarding efficiency and client satisfaction.
- Assisted in portfolio reviews, rebalancing strategies, and implementation of investment recommendations.
- Researched market trends, macroeconomic developments and analyzed mutual-fund performance MoM, supporting shortlist creation for planners.
Financial Intern
Moneycare Financial Planning
11.2024 - 05.2025
- Developed thorough financial strategies after reviewing client data to ensure alignment with objectives and compliance standards.
- Developed and refined process documentation to improve operations and team productivity.
- Monitored investment portfolios, created actionable performance reports, and identified areas for improvement.
- Conducted extensive market research to make data-driven investment suggestions and facilitate decision-making.
Marketing Intern
Worldex India Exhibition & Promotion Pvt. Ltd.
09.2022 - 12.2022
- Promoting exhibitions, conference, seminars, and road shows through tele calling, email campaigns and different social media channels.
- Responsible to handle and solve queries the exhibitors for the 10th edition of Intex South Asia.
- Understood and researched about the textile industry in India as well as the social media channels.
Education
H.R COLLEGE OF COMMERCE & ECONOMICS
Mumbai, Maharashtra01.2023
Higher Secondary Certificate - Commerce
D.A.V. PUBLIC SCHOOL
New Panvel, Maharashtra01.2020
Secondary School Certificate -
D.A.V. PUBLIC SCHOOL
New Panvel, Maharashtra01.2018
Skills
- Communication
- Client Relationship Management
- Leadership
- Analytical Thinking
- Adaptability
- Team Coordination
- Portfolio Management
- Microsoft Excel (Advanced)
- PowerPoint
- Canva
- Financial Statement Analysis
- Market Research
Certification
- CFA LEVEL I, Passed, 1765/1900, CFA Institute, 01/01/25
- NISM-Series-X-A (Investment Adviser-Level 1), Passed and active
- NISM-Series-X-B (Investment Adviser-Level 2), Passed and active
- JPMorgan Chase Investment Banking Job Simulation on Forage, 11/01/24
Languages
Hindi
English
Timeline
Financial Planner
One Percent Club
10.2025 - Current
Financial Para Planner
One Percent Club
06.2025 - 09.2025
Financial Intern
Moneycare Financial Planning
11.2024 - 05.2025
Marketing Intern
Worldex India Exhibition & Promotion Pvt. Ltd.
09.2022 - 12.2022
H.R COLLEGE OF COMMERCE & ECONOMICS
Higher Secondary Certificate - Commerce
D.A.V. PUBLIC SCHOOL
Secondary School Certificate -
D.A.V. PUBLIC SCHOOL
Personal Information
Date of Birth: 15/11/2002
Hobbies and Interests
Enjoy watching and playing sports like cricket, swimming, pickleball
Positions Of Responsibility
- Joint Chairperson of the Placement Cell, H.R. COLLEGE OF COMMERCE & ECONOMICS, 2022-2023, Organized and facilitated Campus Placements for the year 2022 - 2023., Organized and spearheaded the Final Placement Drive for the year 2022-23 for more than 400+ students registered to get a job., Led a team of 20 members and supervised various on and off-campus placement processes.
- Head of Department of Graphics Team of Sync Club, H.R. COLLEGE OF COMMERCE & ECONOMICS, 2021-2022, Designed Fyler, poster and covers for various events on Canva., Handled the Instagram account of the SYNC Club.