---
title: "Disha Agarwal - Wealth Manager in India | Tal"
description: "Meet Disha Agarwal, Aspiring Financial Analyst | MBA Finance & Business Analytics | FP&A, Budgeting & Forecasting | Financial Modeling | Advance Excel, Power BI, SQL, Python | MBA 2025 based in India."
image: "https://tal.club/meet/disha-agarwal/share-image"
---

# Disha Agarwal on Tal

## Headline

Aspiring Financial Analyst \| MBA Finance & Business Analytics \| FP&A, Budgeting & Forecasting \| Financial Modeling \| Advance Excel, Power BI, SQL, Python \| MBA 2025

## About

I am an aspiring Financial Analyst with an MBA in Finance & Business Analytics \(2025\), skilled in financial modeling, budgeting, forecasting, and data analysis\. I use Power BI, SQL, Excel, and Python to turn financial data into clear, actionable insights\. I am also NISM V\-A certified, adding strong knowledge of mutual funds and investment products\. With 10 months of experience at Fincart Financial Planner, I gained practical exposure in portfolio analysis, investment planning, and client advisory\. I am now looking for opportunities in Financial Analysis or FP&A, where I can apply my finance and analytics skills to support effective decision\-making\.

## Location

India

## Work experience

Wealth Manager at Fincart Financial Planners, Jan 2025 \- Nov 2025 · 11 mos, Noida, Uttar Pradesh, India, 1\. Managed 40\+ clients with 2\+ crore AUM, improving goal‑aligned asset allocation by an estimated 10–15%\. 2\. Recommended rebalancing for underperforming schemes, with a 3–5 percentage point improvement in risk‑adjusted returns\. 3\. Created and analyzed 35\-45\+ monthly portfolio review reports, helping reduce exposure to underperforming funds by about 20–25%\. 4\. Used client data \(SIPs, redemptions, product mix\) to drive targeted recommendations, increasing SIP adoption by roughly 15–20% among advised clients\.

Finance Intern at Sammaan Capital Limited, Jul 2024 \- Aug 2024 · 2 mos, • Analysing mutual fund performance metrics to assess investment strategies\. • Reconciling bank statements to ensure accurate records and identify discrepancies\.

## Education

Master of Business Administration \- MBA, Management, Graphic Era Deemed to be University

Bachelor of Science \- BSc, Mathematics, Mahatma Jyotiba Phule Rohilkhand University \(MJPRU\), Bareilly

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

```json
{
  "@context": "https://schema.org",
  "@graph": [
    {
      "@type": "Person",
      "@id": "https://tal.club/meet/disha-agarwal#person",
      "name": "Disha Agarwal",
      "url": "https://tal.club/meet/disha-agarwal",
      "image": "https://tal.club/meet/disha-agarwal/profile-photo.jpg",
      "description": "Meet Disha Agarwal, Aspiring Financial Analyst | MBA Finance & Business Analytics | FP&A, Budgeting & Forecasting | Financial Modeling | Advance Excel, Power BI, SQL, Python | MBA 2025 based in India.",
      "jobTitle": "Wealth Manager",
      "worksFor": {
        "@type": "Organization",
        "name": "Fincart Financial Planners"
      },
      "hasOccupation": {
        "@type": "Occupation",
        "name": "Wealth Manager"
      },
      "homeLocation": {
        "@type": "Place",
        "name": "India"
      },
      "alumniOf": [
        {
          "@type": "EducationalOrganization",
          "name": "Graphic Era Deemed to be University"
        },
        {
          "@type": "EducationalOrganization",
          "name": "Mahatma Jyotiba Phule Rohilkhand University (MJPRU), Bareilly"
        }
      ],
      "mainEntityOfPage": {
        "@id": "https://tal.club/meet/disha-agarwal#webpage"
      }
    },
    {
      "@type": "ProfilePage",
      "@id": "https://tal.club/meet/disha-agarwal#webpage",
      "url": "https://tal.club/meet/disha-agarwal",
      "name": "Disha Agarwal on Tal",
      "description": "Meet Disha Agarwal, Aspiring Financial Analyst | MBA Finance & Business Analytics | FP&A, Budgeting & Forecasting | Financial Modeling | Advance Excel, Power BI, SQL, Python | MBA 2025 based in India.",
      "dateModified": "2026-06-10T13:55:52.821Z",
      "isPartOf": {
        "@id": "https://tal.club/#website"
      },
      "mainEntity": {
        "@id": "https://tal.club/meet/disha-agarwal#person"
      },
      "primaryImageOfPage": {
        "@type": "ImageObject",
        "url": "https://tal.club/meet/disha-agarwal/profile-photo.jpg",
        "contentUrl": "https://tal.club/meet/disha-agarwal/profile-photo.jpg",
        "caption": "Disha Agarwal profile photo on Tal"
      },
      "inLanguage": "en-IN"
    }
  ]
}
```