---
title: "Gaurav Bhagwat - Portfolio Management in Mumbai | Tal"
description: "Meet Gaurav Bhagwat, MBA Finance | Derivatives Analyst | Capital Market |Client Relationship & Investment Operations | NISM VIII, XV & V-A Certified | EX HDFC Securities based in Mumbai."
image: "https://tal.club/meet/gaurav-68/share-image"
---

# Gaurav Bhagwat on Tal

## Headline

MBA Finance \| Derivatives Analyst \| Capital Market \|Client Relationship & Investment Operations \| NISM VIII, XV & V\-A Certified \| EX HDFC Securities

## About

I am Gaurav Bhagwat, an MBA Finance student \(2026\) from Vivekanand Institute of Management, Mumbai — passionate about financial markets, investment operations, and capital markets\. In the past, I built my foundation as a Relationship Manager at HDFC Securities Ltd\., managing retail & HNI client accounts, KYC compliance, Demat operations, and SEBI regulations — followed by a Derivatives Market Analyst role at Finlatics, where I applied real\-world risk frameworks on Futures, Options & Forwards\. Presently, I am interning at Invest Now Financial Services, handling client onboarding, investment profiling, MIS reporting, and IPO analysis — while strengthening my academics with a CGPI of 8\.34 and 5 professional certifications including NISM VIII, XV & V\-A, Fund Accounting, and Advanced Excel\. Looking ahead, I am actively seeking full\-time opportunities in Equity Research \| Fund Accounting \| Investment Operations \| Capital Markets — where I can contribute meaningfully from day one\.

## Location

Mumbai

## Work experience

Portfolio Management at Sharekhan Ltd\., May 2025 \- Jul 2025 · 3 mos

Placement Cell Coordinator at VESIM \- Vivekanand Institute of Management Studies and Research, Oct 2024 \- Mar 2025 · 6 mos, Mumbai, Maharashtra, India

Relationship Manager at HDFC securities, Jun 2022 \- May 2023 · 1 yr, Thane, Maharashtra, India

## Education

MMS, Finance, General, VESIM \- Vivekanand Institute of Management Studies and Research

Bachelor of Commerce \- BCom, Accounting and Finance, N\.G Bedekar College of Commerce

[View the original profile](https://tal.club/meet/gaurav-68)

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