Harshil Mehta
Mumbai, Maharashtra,India
Find Harshil Mehta's Email
Find Harshil Mehta’s PhoneHarshil Mehta's Overview
Harshil Mehta is a seasoned finance professional and CFA charterholder with over a decade of comprehensive experience in investment management, financial analysis, and strategic advisory. Based in Mumbai, he has a strong track record in equity research, portfolio construction, and risk management across diverse asset classes. Harshil is known for his analytical rigor, data-driven decision-making, and ability to translate complex financial information into actionable investment strategies. He is passionate about identifying market inefficiencies and generating alpha for clients, leveraging his deep understanding of macroeconomic trends and fundamental company analysis. His expertise often includes developing sophisticated financial models and contributing to investment committee decisions.
Professional Summary
Harshil Mehta's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:
Notable Achievements
CFA Charterholder
Successfully earned the Chartered Financial Analyst (CFA) designation, a globally recognized standard for competence and ethics in the investment management profession, by passing all three rigorous levels of the examination.
Senior Investment Strategist
Led the development and implementation of innovative investment strategies for a multi-asset portfolio, consistently outperforming benchmark indices and contributing significantly to AUM growth at a previous leading asset management firm.
Thought Leadership in Emerging Markets
Authored several widely-read research papers and market commentaries on investment opportunities and risks in Indian and other emerging markets, influencing investment decisions and strategy.
Financial Modeling & Valuation Expert
Recognized for developing robust financial models for company valuations, M&A analysis, and project finance, providing critical insights for high-stakes investment decisions.
Educational Background
CFA Charterholder, Finance
CFA Institute - Year 2010
MBA, Finance & Marketing
Indian Institute of Planning and Management - Year 2007
Bachelor of Commerce, Accountacy
R. A. Podar College of Commerce & Economics - Year 2001
Buying Intent Signals for Harshil Mehta
Highperformr Signals uncover buying intent and give you clear insights to target the right people at the right time — helping your sales, marketing, and GTM teams close more deals, faster.
Company Overview
Bank of AmericaBank of America is one of the world's leading financial institutions, serving individual consumers, small and middle-market businesses, and large corporations with a full range of banking, investing, asset management, and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 69 million consumer and small business clients with a full suite of digital banking options, a nationwide ATM network, and thousands of retail financial centers.
Highperformr's free tools for company research
Find contact info
Get verified emails, phone numbers, and LinkedIn profile details
Find similar contacts
Discover contacts with similar roles, seniority, or companies
Perform deep contact research
Uncover insights like skills, work history, social links, and more
Discover, research and enrich contacts with Highperformr — Smarter, Faster
Explore contacts in-depth — from verified emails and phone numbers to LinkedIn activity, job changes, and more — all in one powerful view.
Highperformr AI helps you surface the right people and enrich your CRM with live, accurate contact insights so your teams can connect faster and close smarter.
- Track signals like job change, promotion, and LinkedIn activity
- Enrich contacts with verified email, phone, and social data instantly
- Automate enrichment and updates with powerful workflows
- Sync enriched contact info directly into your CRM and tools
Thousands of contacts — including decision-makers, influencers, and ICP matches — are just a search away.
Thousands of companies, including, are just a search away.