---
title: "Bhoomi Gohil - Strategic Business Growth Advisor in Mumbai | Tal"
description: "Meet Bhoomi Gohil, Finance Postgraduate | NISM Certified – PMS & Equity Derivatives | Bloomberg BMC & ESG | Investment Research & Wealth Management | Open to Opportunities – Mumbai based in Mumbai."
image: "https://tal.club/meet/bhoomi-1/share-image"
---

# Bhoomi Gohil on Tal

## Headline

Finance Postgraduate \| NISM Certified – PMS & Equity Derivatives \| Bloomberg BMC & ESG \| Investment Research & Wealth Management \| Open to Opportunities – Mumbai

## About

I am a Finance postgraduate \(PGDM – Finance and M\.Com – Finance\) with a strong interest in investment research, capital markets, and wealth management\. I have built a solid foundation in financial analysis, portfolio construction, and market research, supported by certifications including NISM \(Portfolio Management Services, Equity & Derivatives, Mutual Fund Distributors\) and Bloomberg \(BMC, BFF, ESG\)\. I bring a blend of academic depth and practical exposure across investment research, wealth management and credit operations, with a focus on data\-driven decision making and risk\-aware growth\. During my experience at Commtex Solutions \(Power Wealth Division\), I conducted in\-depth benchmarking of more than 15 AI\-enabled wealth platforms, mapping a market opportunity of around Rs 500 crore and designing a four\-tier customer segmentation model across Retail, HNI, UHNI and Institutional investors\. I supported pricing strategy and go\-to\-market decisions, and contributed research deliverables that helped sharpen product positioning and speed up internal product review cycles\. Previously at HDB Financial Services, I worked in financial services and credit operations, assessing the profiles and risk appetites of more than 100 clients per month across a retail loan portfolio of around Rs 2 crore\. I streamlined KYC and documentation processes, helped reduce processing turnaround time by about 20 percent, and maintained data accuracy of around 99\.5 percent throughout my tenure, contributing to zero audit failures\. I am comfortable working with MS Excel, MS Word, Power BI, Bloomberg Terminal and MS PowerPoint, and enjoy converting raw data into clear insights, dashboards and investment narratives\. My interests lie in equity and derivatives, portfolio construction, ESG\-linked investing and risk analytics\. I am actively seeking roles in Investment Research, Equity and Portfolio Management, Risk Analytics and Wealth Management in Mumbai and Navi Mumbai\. You can reach me on LinkedIn or at bvgohil0211@gmail\.com for opportunities or collaboration\.

## Location

Mumbai

## Work experience

Strategic Business Growth Advisor at Commtex Solutions Pvt Ltd, May 2025 \- Jul 2025 · 3 mos, Mumbai, Maharashtra, India, Conducted in\-depth benchmarking of more than 15 AI\-enabled wealth platforms, mapping a market opportunity of around Rs 500 crore and identifying key product gaps and differentiation levers for senior leadership\. \- Designed a four\-tier customer segmentation model \(Retail, HNI, UHNI, Institutional\) and supported pricing framework analysis, improving go\-to\-market precision for target investor segments\. \- Prepared more than five investment research reports and strategic briefs used in C\-suite presentations, helping accelerate internal product review cycles\. \- Synthesised trends in AI\-driven wealth advisory, ESG\-linked investing and capital markets into actionable insights for product and business development teams\.

Sales Executive at HDB Financial Services Ltd\., Dec 2021 \- Feb 2023 · 1 yr 3 mos, Mumbai, Maharashtra, India, Assessed financial profiles and risk appetites of more than 100 clients per month across a retail loan portfolio of around Rs 2 crore, ensuring high product suitability and alignment with risk policies\. \- Streamlined credit documentation, KYC verification and compliance workflows for more than 200 cases, helping to reduce average processing turnaround time by about 20 percent\. \- Maintained data accuracy of around 99\.5 percent across a database of more than 500 clients, contributing to zero compliance audit failures during the tenure\. \- Worked with cross\-functional teams on risk control and operational governance, strengthening understanding of regulatory requirements and financial product structures\.

## Education

Master's degree, Business, Management, Marketing, and Related Support Services, University of Mumbai

Bachelor of Commerce \- BCom, Business/Commerce, General, PTVA's Sathaye College

[View the original profile](https://tal.club/meet/bhoomi-1)

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