Hetvi Doshi

Researcher

Mumbai, Maharashtra, India3 yrs 9 mos experience

Highly Stable

Key Highlights

3 years of experience in wealth management
Expert in multi-asset research and fund analysis
Strong analytical skills with a client-centric approach

Stackforce AI infers this person is a Wealth Management and Investment Research Analyst.

Contact

Skills

Core Skills

Investment ResearchPortfolio Strategy

Other Skills

Analytical SkillsClient-focused solutionsCommerceEducationFinanceFinancial ModelingGermanGlobal fund analysisInvestment strategiesMarket outlook reportsMicrosoft ExcelMulti-asset researchPortfolio reviews

About

Research Analyst with 3 years of experience in a boutique wealth management firm, specializing in multi-asset research, global fund analysis, and customized investment strategies for high-net-worth and international clients. Skilled in preparing market outlook reports, supporting portfolio reviews, and collaborating with Relationship Managers to deliver client-focused solutions. Experienced in engaging with fund managers across leading AMCs and providing insights that shape informed investment decisions. Known for strong analytical skills, cross-border market perspectives, and a client-centric approach, I am eager to contribute to global opportunities in wealth management, investment research, or portfolio strategy.

Experience

3q private wealth

Research Analyst

Jun 2022 – Present · 3 yrs 9 mos · Mumbai, Maharashtra, India

Multi-asset researchGlobal fund analysisInvestment strategiesMarket outlook reportsPortfolio reviewsClient-focused solutions+2

Hdfc bank

Intern

Dec 2021 – Mar 2022 · 3 mos · Mumbai, Maharashtra, India

Education

SP Jain School of Global Management - Dubai, Mumbai, Singapore & Sydney

Master of Business Administration - MBA

Jan 2020 – Jan 2022

Arts & Commerce jobs

Bachelor of Commerce - BCom

Jan 2017 – Jan 2020

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