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Hansa Bhansali

CFA Level 2 candidate|Equity & Fixed Income Research | Financial Modelling, Valuation, Financial Statement & Credit Analysis | Publishing research notes and reports

Bengaluru

4+ years of work experience

Geojit
Sep 20251 yr 1 moSep 2026

Geojit
Sep 20259 mosMay 2026

Conducted 75+ comprehensive portfolio reviews analysing performance, volatility, beta and risk adjusted returns against clients' long term financial goals. Benchmarked portfolios with Rs.8 Cr+ cumulative AUM against NIFTY 50, Sensex and category leading mutual funds to identify alpha gaps and underperformance. Advised 50+ HNI and retail clients across equity, mutual funds, debt and hybrid products through structured risk profiling and time horizon mapping. Designed customised asset allocation strategies and executed rebalancing to reduce concentration risk, improve diversification by up to 20 to 25% and enhance risk adjusted returns (Sharpe ratio). Generated 20+ qualified investment leads, converting 40% into active clients, and sustained 90%+ client retention through periodic reviews, proactive communication and market updates. Cross sold SIPs, insurance linked products and structured investment solutions, contributing to revenue growth; worked with research teams to bring macroeconomic and sector insights into client recommendations.
Mar 20241 yr 3 mosMay 2025

Covered 10 to 12 listed companies across Banking, Information Technology and Consumer, combining fundamental and technical analysis to form investment views. Analysed financial statements and quarterly results to assess profitability, growth drivers and key risks. Jointly authored 5 to 7 equity research reports covering business overview, financial analysis and investment view. Built 4 to 5 valuation models using Discounted Cash Flow (DCF) analysis and financial ratio analysis. Tracked macroeconomic indicators and sector trends; supported portfolio reviews, asset allocation analysis, investment presentations and client reports for senior analysts.
Dec 20212 yrs 2 mosJan 2024

Organised 15+ events engaging 1,000+ prospective families, achieving a 30% conversion rate for school admissions. Generated 1,000+ leads and used CRM data and lead analysis to improve targeting; with a team of 5, boosted inquiries by 25% through data driven marketing. Conducted counselling sessions with parents and students and managed the full admission cycle, increasing admission closures.
May 20208 mosDec 2020

Led 10+ team meetings to drive sustainability initiatives and built relationships with 10+ vendors and community partners, increasing organisational outreach by 15%.

Hansa’s AI Stack

claude code
claude code
claude
claude
deepmind
deepmind
openai
openai
openclaw
openclaw
perplexity
perplexity

Education

University of Calcutta

Bsc, Economics

University of Calcutta

20183 yrs2021

mahadevi birla shishu vihar

200711 yrs2018

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Headline

CFA Level 2 candidate|Equity & Fixed Income Research | Financial Modelling, Valuation, Financial Statement & Credit Analysis | Publishing research notes and reports

About

Broadwings Family Office collaborates with high-net-worth individuals and business families to deliver comprehensive wealth advisory services. These include investment strategies, succession planning, and legacy preservation, supported by expertise in family governance and risk management. Combining an academic foundation in economics with skills in financial modeling, the role emphasizes analytical precision and client-centered solutions. Broadwings values discretion, long-term strategy, and holistic approaches in managing wealth and operational complexities.

Location

Bengaluru

AI stack

claude code

claude

deepmind

openai

openclaw

perplexity

Work experience

Geojit financial services at Geojit, Sep 2025 - Sep 2026 · 1 yr 1 mo

Financial Consultant at Geojit, Sep 2025 - May 2026 · 9 mos, Conducted 75+ comprehensive portfolio reviews analysing performance, volatility, beta and risk adjusted returns against clients' long term financial goals. Benchmarked portfolios with Rs.8 Cr+ cumulative AUM against NIFTY 50, Sensex and category leading mutual funds to identify alpha gaps and underperformance. Advised 50+ HNI and retail clients across equity, mutual funds, debt and hybrid products through structured risk profiling and time horizon mapping. Designed customised asset allocation strategies and executed rebalancing to reduce concentration risk, improve diversification by up to 20 to 25% and enhance risk adjusted returns (Sharpe ratio). Generated 20+ qualified investment leads, converting 40% into active clients, and sustained 90%+ client retention through periodic reviews, proactive communication and market updates. Cross sold SIPs, insurance linked products and structured investment solutions, contributing to revenue growth; worked with research teams to bring macroeconomic and sector insights into client recommendations.

Investment Associate at Kingline Financial Services, Mar 2024 - May 2025 · 1 yr 3 mos, Covered 10 to 12 listed companies across Banking, Information Technology and Consumer, combining fundamental and technical analysis to form investment views. Analysed financial statements and quarterly results to assess profitability, growth drivers and key risks. Jointly authored 5 to 7 equity research reports covering business overview, financial analysis and investment view. Built 4 to 5 valuation models using Discounted Cash Flow (DCF) analysis and financial ratio analysis. Tracked macroeconomic indicators and sector trends; supported portfolio reviews, asset allocation analysis, investment presentations and client reports for senior analysts.

Sales Executive at Central Academy., Dec 2021 - Jan 2024 · 2 yrs 2 mos, Organised 15+ events engaging 1,000+ prospective families, achieving a 30% conversion rate for school admissions. Generated 1,000+ leads and used CRM data and lead analysis to improve targeting; with a team of 5, boosted inquiries by 25% through data driven marketing. Conducted counselling sessions with parents and students and managed the full admission cycle, increasing admission closures.

Head at Yeh Mera India (NGO), May 2020 - Dec 2020 · 8 mos, Led 10+ team meetings to drive sustainability initiatives and built relationships with 10+ vendors and community partners, increasing organisational outreach by 15%.

Education

Bsc, Economics, University of Calcutta

mahadevi birla shishu vihar