
Dhara Raval
@dhararaval
Financial Research Analyst at TechnoWire who assessed PMS/AIF funds and developed client-aligned investment strategies.
What I'm looking for
At TechnoWire, I analysed PMS/AIF funds, researching their investment philosophies, portfolio construction, sector exposure and risk–return profiles. I also joined client and fund-manager meetings and developed client-aligned investment strategies through comparative fund analysis.
At ICICI Bank, I analysed MSME financial statements, CMA data and credit requirements to support credit proposals, and offered working capital and trade finance solutions. My experience also includes portfolio research at Ladva Insurance & Financial Consultant and a finance education that includes an MBA in Finance.
Experience
Work history, roles, and key accomplishments
Financial Research Analyst
TechnoWire
Analysed PMS/AIF fund decks to assess investment philosophy and risk-return profiles. Researched portfolio construction, sector exposure, and fund-manager strategy, and developed client-aligned investment strategies.
Business Banking Relationship Manager
ICICI Bank
Analysed financial statements, CMA data and credit requirements of MSME clients to support credit proposals. Offered working capital, trade finance and business banking solutions and managed MSME client relationships.
Data Analyst Intern
Ladva Insurance & Financial Consultant
Evaluated client investment portfolios and individual stock performance through structured secondary research. Applied the EIC framework and ratio analysis to assess companies and holdings.
Education
Degrees, certifications, and relevant coursework
ICFAI Business School
MBA, Finance
Grade: CGPA 9.0/10
Activities and societies: Club Head, Cognizance Club; Finalist, Anveshan 2024; Winner, Inter-City Case Study Competition; 1st Place in BFSI Literacy Week, Extempore & Debate, and Innovative Ad Campaign.
MBA in Finance with a CGPA of 9.0/10.
Ahmedabad University
BBA, Finance & Accounting
Grade: 77.5%
BBA in Finance & Accounting with 77.5%.
NISM
NISM Series V-A, Mutual Fund Distribution
Certification in Series V-A (Mutual Fund Distributors).
Gujarat State Board
Class XII, General
2018 - 2020
Grade: 82.43%
Completed Class X in 2018 and Class XII in 2020 with 84.83% and 82.43% respectively.
Bloomberg
Bloomberg Certification, Finance
Certifications in Market Concepts, Finance Fundamentals, and ESG.
IIM Calcutta
Digital Marketing Certification, Digital Marketing
Certification in Digital Marketing.
Niva Bupa
Insurance Certification, Insurance
Insurance Certification.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Social media
Job categories
Skills
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