Harshita Bhonsle

Director – Investments

Harshita brings over six years of diverse experience in investment research and advisory services across various locations. Her expertise encompasses equities, fixed income, derivatives, and alternative investments, making her a highly skilled advisor.

Harshita holds the designation of Chartered Accountant (CA), is a CFA Level 2 candidate, and holds a Bachelor’s degree from Mumbai University. She began her career with Nomura in equity research, demonstrating a strong foundation in market analysis. She quickly transitioned to an advisory role, successfully guiding high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs).

In her most recent role at a DIFC-based regulated firm, she served as a portfolio analyst, advising clients on asset allocation and developing effective risk management strategies.

Legal Entity: Jupiter Wealth Advisors Limited