Yashna Bhuwania

Co-Founder

Kolkata, West Bengal, India9 yrs 5 mos experience

Highly Stable

Key Highlights

Founder of a risk-first mutual fund platform.
Expert in equity analysis and risk management.
Proven track record in strategic investment research.

Stackforce AI infers this person is a Fintech expert with strong capabilities in investment strategy and portfolio management.

Contact

Skills

Core Skills

Product StrategyPortfolio ManagementEquity AnalysisRisk ManagementStrategic AnalysisMarket ResearchVenture Capital

Other Skills

user researchUX designanalyticsGTM strategyportfolio constructionfundamental researchfinancial modelingvaluation frameworksstress testingcommercial due diligencemarket sizingcompetitive analysisfinancial projectionsdue diligencemarket analysis

About

I spent years dissecting businesses to understand what makes them win. Now I’m building one to fix how India actually invests. Most investors don’t lack ambition. They lack structure, clarity, and the confidence to stay disciplined. So I’m building Dhan Saarthi - a mutual fund platform rooted in risk-first thinking, behavioral design, and thoughtful product. We’re building for serious investors and the growth-focused IFAs who guide them. Before this, I worked across public markets, private markets, and strategy - analysing companies, forecasting industries, and studying real value creation from the inside. Here, I write about: • Mutual funds & practical investing • Behavioral finance • Risk profiling & portfolio construction • Building fintech in India If that interests you, follow along.

Experience

Dhan saarthi

Founder

Mar 2025 – Present · 1 yr · Kolkata

Building Dhan Saarthi - a risk-first mutual fund platform for serious investors and growth-focused IFAs.
Designing the core product around behavioral risk profiling, goal-based planning, and disciplined portfolio construction (not product-pushing).
Leading end-to-end product strategy: user research, UX flows, feature prioritization, and analytics-led iteration.
Driving GTM and distribution strategy, with a strong focus on IFA-first alignment and long-term investor outcomes.
Building the platform from zero to launch across product, positioning, and execution.

product strategyuser researchUX designanalyticsGTM strategyportfolio construction+2

Tusk investments

Analyst-Equities

Oct 2021 – Feb 2025 · 3 yrs 4 mos · Kolkata · On-site

As part of the buy-side public markets team, I evaluated value-conscious opportunities across Indian listed equities, combining deep fundamental research with disciplined risk management. Built end-to-end investment theses including industry mapping, financial modelling, valuation frameworks, and stress testing to support portfolio decisions and position sizing.
Contributed to deploying ~$15M+ across themes such as alcoholic beverages, QSR, innerwear, and BFSI, identifying businesses with strong moats, clean balance sheets, and durable cash flows. Regularly engaged with management teams and industry experts, and supported macro-driven portfolio strategy discussions with the CIO.
Tusk Investments is one of East India's largest family offices with an AUM of USD 150 mn+

fundamental researchrisk managementfinancial modelingvaluation frameworksstress testingEquity Analysis+1

Ey-parthenon

Analyst, Strategy and Transaction

May 2019 – May 2021 · 2 yrs · Mumbai, Maharashtra, India · On-site

Worked on commercial due diligence and growth strategy engagements for global and Indian private equity funds across consumer, retail, manufacturing, and digital businesses. Built market sizing models, competitive landscapes, and investment cases to evaluate acquisition opportunities and downside risks.
Designed a 5-year channel-wise growth strategy for a ~$150M menswear retail player by analysing store-level financial and operational data (~400 stores). Supported PE funds on deal evaluations ranging from ~$30M to ~$200M, including market sizing, competitive benchmarking, and financial projections.
Advised on transaction-related workstreams including regulatory market analysis for CCI approval.

commercial due diligencemarket sizingcompetitive analysisfinancial projectionsStrategic AnalysisMarket Research

Augment ventures.

Analyst

Apr 2016 – Apr 2019 · 3 yrs

Led research, screening, and due diligence for seed-stage investments (up to ~$1M) across fintech, lifestyle, and data-driven businesses. Built investment memos, market maps, competitive analysis, and founder evaluation frameworks to support IC decisions.
Supported early investments including Innov8 (Y Combinator startup; acquired by OYO in a ~$32M deal) and Purple Style Labs (now received SEBI approval for IPO). Worked closely with portfolio CXOs on strategic reviews, performance tracking, and partnership reporting.
Built internal portfolio monitoring frameworks and reviewed monthly/quarterly MIS to assess execution quality and growth milestones.

due diligencemarket analysisinvestment memoscompetitive analysisVenture CapitalMarket Research