Harshima J.

1. Create story-driven content simplifying finance, human behaviour, and everyday experiences. 2. Write LinkedIn posts for founders, startups, coaches, and finance creators. 3. Help professionals build personal brand and engagement through relatable, high-quality posts. 4. Achieved average of 65-75 likes and 40–50 comments per post, 40k+ impressions in 1 month, and grown network to 2.3k followers.

Conducted advanced Excel-based analysis of asset classes, indices, and market dynamics to identify trends and provide actionable investment insights. Managed a ₹50 lakh AUM portfolio, delivering tailored investment solutions to Bajaj Capital clients. Successfully obtained AMFI certification for Mutual Fund Distribution and became a Certified Wealth Manager, demonstrating expertise in wealth management strategies and regulatory compliance to optimize client portfolios.

My role was to introduce Onourem app to new users.

I served as the core team member of CDF Gargi where I was responsible for the following - The recruitment of volunteers for Project Kilkari which was running under CDF Gargi. - Orientation of the new volunteers for both projects i.e Project Kilkar and Project Alfaz - Maintaining the attendance sheet of all 100 + volunteers - Taking grievances and assisting them with valuable solutions. - Reaching out to different NGOs and social groups for collaborations and fundraising and was successful to raise funds from 2 other NGOs - Managing tasks and activities based on an instruction from Gyandeep Growth Foundation to whom we were providing our project kilkari volunteers for teaching. - Making a presentation for the dream team award season 2021-2022 - Individually presenting our project kilkari and winning the first position in the dream team award 2021-22 by CDF India on behalf of CDF Gargi.

This program empowers me to create sustainable solutions through education, communities, and innovation. This program initiates a three-step theory of change – collect challenges, create solutions, change lives by collaborating with different stakeholders, and support innovation in me.

Graduated with a First Division in Economics and Mathematics from Gargi College, University of Delhi, showcasing strong analytical reasoning, quantitative analysis, and economic theory expertise. Complemented by a Minor in Political Science and additional coursework in business applications, history, and entrepreneurship for a versatile, interdisciplinary skill set.

Specialisation in AI and Machine Learning and Big data

Specialized expertise in wealth management, specializing in portfolio optimization, tax-efficient planning, regulatory compliance, and retirement strategies, with strong analytical and problem-solving skills to deliver tailored financial solutions.