Harsh Luthra

CEO

Delhi, India10 mos experience

Most Likely To Switch

Key Highlights

ACCA Affiliate with strong financial expertise.
Proven track record in wealth management and investment advisory.
Skilled content creator simplifying complex financial concepts.

Stackforce AI infers this person is a Fintech professional with expertise in wealth management and investment advisory.

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Skills

Core Skills

Wealth ManagementInvestment Advisory ServicesContent CreationFinancial Advisory

Other Skills

Mutual FundsPortfolio ManagementWritingWealth Management ServicesClient servicingRelationship BuildingRetirement PlanningInsuranceFinancial PlanningBusiness AcumenFinancial MarketsAnalytical SkillsAttention to DetailProblem SolvingFinancial Statement Analysis

About

So now that you’re here… Let me make this simple. I’m an ACCA Affiliate, currently working with Bajaj Capital. My work revolves around simplifying money not complicating it. From mutual funds and insurance to bonds and retirement planning, I help people make sense of financial decisions that actually impact their lives. No jargon. No unnecessary noise. Just clarity. Because let’s be honest most people don’t need more options, they need better understanding. I share real thoughts, practical insights, and everyday scenarios around money the kind you can actually relate to. If you’re someone who wants to understand finance without feeling overwhelmed… you’ll feel at home here :) And since you’ve already made it this far might as well hit follow 🙂

Experience

10 mos

Total Experience

6 mos

Average Tenure

10 mos

Current Experience

Bajaj capital ltd

Investment Manager

Mar 2026 – Present · 2 mos · New Delhi, Delhi, India

Mutual FundsPortfolio ManagementWealth ManagementInvestment Advisory Services

Finance Content Creator

Jul 2025 – Present · 10 mos

Actively creating short-form content on markets, IPOs, macroeconomics and investing frameworks to simplify complex financial concepts.

Content CreationWritingFinancial Advisory

Foundation wealth capital avenues

Founder's Office – Investment & Strategy

Jul 2025 – Dec 2025 · 5 mos · New Delhi, Delhi, India · On-site

Worked closely with founders on portfolio reviews, investment analysis and client discussions in a growing wealth management setup.
Led the shift from manual to automated portfolio reviews, reducing review time by ~60–70% and improving team efficiency.
Supported client portfolio review conversations, explaining performance, asset allocation, risk profiling and market outlook.
Contributed to recovery of unclaimed investments for clients, strengthening trust, referrals and long-term relationships.

Investment Advisory ServicesWealth Management ServicesWealth Management