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Saloni Haria

@saloniharia

Investor relations and research professional specializing in mutual funds and fixed income.

India
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What I'm looking for

I am looking for analytical roles in mutual funds or fixed income where I can apply research, modeling, and client-facing reporting in a collaborative team.

I am an investor relations and research professional with hands-on experience in mutual funds, NCDs, and fixed income products. I have supported fund operations by tracking NAVs, maintaining accurate records, and preparing client-facing reports and presentations.

In prior roles I built financial models, gathered data from Morningstar and company filings, and produced factsheets, performance snapshots, and product notes uploaded to a document management system. I also monitored market events, tracked interest rates, and contributed content for newsletters and client communications.

I hold a Masters in Business Management and specialized training in mutual funds and equity research, and I seek roles where I can apply deep analytical skills, attention to operational accuracy, and clear client communication to support investment teams.

Experience

Work history, roles, and key accomplishments

KF

Investor Relations

Kotak Mutual Fund

Aug 2024 - Dec 2024 (4 months)

Maintained accurate fund records and tracked NAVs to provide timely updates that supported client investment decisions; extracted and organized client data for analysis and follow-up.

MS

Research Associate Executive

Money Honey Financial Services

Feb 2023 - Aug 2023 (6 months)

Prepared and maintained investment reports and DMS product notes, tracked fixed-income events and interest rates, and produced client communications including newsletters and presentations to support advisory services.

Education

Degrees, certifications, and relevant coursework

University of Mumbai logoUM

University of Mumbai

Master of Business Management, Business Management

Grade: 8 CGPA

Completed a Masters in Business Management with an 8 CGPA, graduating in November 2023.

NC

NL College

Bachelor's in Financial Markets, Financial Markets

2016 - 2019

Grade: 8 CGPA

Completed a Bachelor's degree in Financial Markets with an 8 CGPA from June 2016 to May 2019.

Tech stack

Software and tools used professionally

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Saloni Haria - Investor Relations - Kotak Mutual Fund | Himalayas