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Harshit Katta

@harshitkatta

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Chartered Accountant and portfolio analyst delivering risk-aware investment research and portfolio reviews.

India

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What I'm looking for

I’m looking for a portfolio/investment research role where I can run risk-aware analysis, build and back-test portfolios, support client-ready proposals for HNI clients, and deepen capital-markets research while using analytics and derivatives knowledge.

I’m a Chartered Accountant and Portfolio Analyst with experience across wealth management, investment research, portfolio analytics, and capital markets.

I support Relationship Managers with portfolio reviews, proposals, client documentation, and client-meeting preparation for onshore and offshore HNI, UHNI, and Family Office clients. I research and evaluate Mutual Funds, PMS, AIFs, REITs, InvITs, structured products, and direct equity—building and back-testing suggested portfolios across historical market cycles to measure maximum drawdown, peak-to-trough duration, and time to recovery. I also run gap/concentration analysis, guide risk-aware asset allocation, and assist with tax-related aspects like capital gains, holding-period planning, and tax-efficient structuring.

Experience

Work history, roles, and key accomplishments

Current

Portfolio Analyst

Current

360 One Wealth & Asset Management

Apr 2025 - Present (1 year 2 months)

Provide investment research and portfolio support to Relationship Managers for HNI, UHNI, and Family Office clients. Research mutual funds, AIFs, PMS, REITs/InvITs, and direct equity, back-test suggested portfolios, and prepare portfolio review presentations and proposals aligned to client risk profiles.

Portfolio Review Investment Research Mutual Funds PMS Direct Equity Private Equity REITS InvITs Structured Products Risk Analysis Benchmarking Portfolio Analytics Gap Analysis Concentration Analysis Capital Gains Holding Period Planning

Article Assistant (CA Articleship)

Pulkit Chadha & Co.

Apr 2023 - Apr 2025 (2 years)

Supported statutory audit, direct and indirect tax, and finance advisory engagements. Built financial models (DCF, EBITDA-multiple, free-cash-flow) and performed audit analytics including ratio/trend/variance analysis and external confirmations, supporting capital gains and Section 54 computations.

Direct Tax Finance Advisory Financial Modelling EBITDA Working Capital Management Liquidity Monitoring (CR Inventory Optimization Trend Analysis SA 505 SA 520 Section 54

Article Assistant (CA Articleship)

Ernst & Young (EY)

Apr 2022 - Mar 2023 (11 months)

Worked in indirect tax for clients across automotive, agribusiness, retail, and industrials. Supported GST compliance (GSTR-1, GSTR-3B, GSTR-6, ITC-04, GSTR-2B reconciliation) and helped identify previously overlooked eligible ITC to improve net cash flow.

Indirect Tax GSTR 1 GSTR 3B ITC 04 GSTR 2B Reconciliation ITC Eligibility Analysis Procurement To Payment (P2P) Cycle Analysis ITC Classification And Documentation