HARSHAL BHADANE
PUNE
Summary
Experienced equity research analyst specializing in financial analysis and investment strategies. Demonstrates strong capabilities in evaluating various fund types and conducting comprehensive cross-sector research to identify investment opportunities. Proficient in financial modeling and risk management, leveraging advanced tools for data analysis. Committed to building client relationships and developing strategic financial plans for long-term wealth growth.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Wealth Manager
ICICI PRUDENTIAL AMC
PUNE
02.2026 - Current
- Analysed financial products, including equity, debt, and hybrid funds, to evaluate risk-return profiles and ensure alignment with client investment goals.
- Analysed macroeconomic trends and interest rate movements to guide strategic investment decisions.
- Analysed alternative investment opportunities, focusing on alpha generation, diversification benefits, and risk-adjusted returns.
- Interpreted fund strategies and market positioning to enhance portfolio diversification.
Equity Research Technical Analyst
CSB BANK
MUMBAI
08.2020 - 05.2022
- Conducted cross-sector equity research to identify and evaluate investment opportunities for treasury portfolio deployment.
- Conduct financial evaluations of companies using fundamental analysis, financial modelling, and valuation techniques, including discounted cash flow and relative valuation.
- Assessed sector trends, evaluated earnings visibility, and identified risk factors to enhance investment decision-making.
- Generated actionable insights and investment recommendations to optimise treasury risk-return objectives.
Software Test Engineer
Vodafone Group
PUNE, india
05.2015 - 05.2017
- Executed comprehensive software testing in an agile (scrum) environment, ensuring robust test design and defect management.
- Managed defects and test cycles through Jira and HP ALM, ensuring effective tracking and resolution.
- Collaborated with cross-functional teams to enhance release quality within sprint timelines.
- Validated user stories against acceptance criteria to ensure alignment with project objectives.
Education
Master of Business Administration - finance
National institute of securities markets
Mumbai, MH01-2020
Engineering - Information Technology
Kashibai navale college of engineering
Pune, MH01-2014
Skills
- Financial analysis
- Portfolio management
- Investment strategies
- Fundamental analysis
- Investment portfolio strategies
- Stock market understanding
- SQL database understanding
- Equity research
- Microsoft Excel proficiency
- Research and analysis
- Financial statement analysis
Languages
English
Proficient
C2
Hindi
Proficient
C2
Marathi
Proficient
C2
Certification
- NISM SERIES 13 COMMON DERIVATIVE,
- NISM SERIES 15 RESEARCH ANALYST
Timeline
Wealth Manager
ICICI PRUDENTIAL AMC
02.2026 - Current
Equity Research Technical Analyst
CSB BANK
08.2020 - 05.2022
Software Test Engineer
Vodafone Group
05.2015 - 05.2017
Master of Business Administration - finance
National institute of securities markets
Engineering - Information Technology
Kashibai navale college of engineering