Piyush Joshi profile photo 1 on Tal

Piyush Joshi

Investment Banking| CFA Level 1 Cleared| CISI Level 1 Cleared

Haldwani

2+ years of work experience

Elara Capital
Jul 20255 mosNov 2025

Mumbai, Maharashtra, India

Supported senior bankers in deal origination and execution Created databases to support deal origination and execution Used platforms like Bloomberg, Refinitiv, VCCEdge and Private Circle for financial analysis
UDAAN, The Entrepreneurship Cell
Aug 20231 yr 9 mosApr 2025

Bengaluru, Karnataka, India

Conduct research and interviews to lead workshops and events to promote the spirit of entrepreneurship. Organizing Committee of Innowave’23(First Entrepreneurship Summit of Christ University). Participate in B-Plan Competitions. I work with clients to improve Business Development Programmes and their execution.
AlphaEdge Analytics Pvt. Ltd.
May 20242 mosJun 2024

Haldwani, Uttarakhand, India

Led client meetings, engaging with 8 clients to understand their needs and offer tailored financial solutions while shadowing 20+ client meetings with senior wealth managers. Constructed comprehensive portfolios for 10+ clients, optimizing asset allocation to achieve their financial goals. Assisted senior advisors in converting 80% of the assigned prospects into clients, boosting the client base. Conducted detailed mutual funds analysis, creating 15 in-depth reports and presentations to aid client decision-making. Managed the accurate filing and validation of KYC and application forms, ensuring 100% regulatory compliance.
INNOWAVE'23
Sep 20234 mosDec 2023

Bengaluru, Karnataka, India

I created competition rounds for various events under the banner of E-Summit, Innowave'23. Collaborated with industry experts to judge the events. Ensured the success of the event as part of the Innowave'23 team.
CAPS- Centre For Academic And Professional Support
Jan 20237 mosJul 2023

On-site

I lead a team of 20 volunteers that are part of the peer training wing of CAPS. Organized a pan-University fest "ARTIFEX" in collaboration with Group Peer Training Wing. Organized a pan-University literary fest "Penathon"
CAPS- Centre For Academic And Professional Support
Aug 20225 mosDec 2022

Collaborated with the team to conduct, facilitate and organize events, seminars and peer training sessions

Education

Christ University, Bangalore

Bachelor of Commerce (Hons.), Finance and Investment

Christ University, Bangalore

20223 yrs2025
Aryaman Vikram Birla Institute of Learning

Commerce with Maths

Aryaman Vikram Birla Institute of Learning

20157 yrs2022

Join Piyush and 10k+ other professionals on

Tal Boss

Tal is the app where bosses meet engineers & builders directly, without middlemen

Download Tal Boss

Piyush Joshi on Tal

Headline

Investment Banking| CFA Level 1 Cleared| CISI Level 1 Cleared

About

I’m a driven individual with a passion for entrepreneurship and finance. As a Junior Analyst at Elara Capital, I work across Private Markets and Equity Capital Markets, helping companies raise capital and scale their growth. I enjoy understanding businesses beyond the numbers — how strategy, people, and capital come together to create impact.

Location

Haldwani

Work experience

Junior Analyst - Investment Banking at Elara Capital, Jul 2025 - Nov 2025 · 5 mos, Mumbai, Maharashtra, India, Supported senior bankers in deal origination and execution Created databases to support deal origination and execution Used platforms like Bloomberg, Refinitiv, VCCEdge and Private Circle for financial analysis

Senior Associate at UDAAN, The Entrepreneurship Cell, Aug 2023 - Apr 2025 · 1 yr 9 mos, Bengaluru, Karnataka, India, Conduct research and interviews to lead workshops and events to promote the spirit of entrepreneurship. Organizing Committee of Innowave’23(First Entrepreneurship Summit of Christ University). Participate in B-Plan Competitions. I work with clients to improve Business Development Programmes and their execution.

Wealth Management Intern at AlphaEdge Analytics Pvt. Ltd., May 2024 - Jun 2024 · 2 mos, Haldwani, Uttarakhand, India, Led client meetings, engaging with 8 clients to understand their needs and offer tailored financial solutions while shadowing 20+ client meetings with senior wealth managers. Constructed comprehensive portfolios for 10+ clients, optimizing asset allocation to achieve their financial goals. Assisted senior advisors in converting 80% of the assigned prospects into clients, boosting the client base. Conducted detailed mutual funds analysis, creating 15 in-depth reports and presentations to aid client decision-making. Managed the accurate filing and validation of KYC and application forms, ensuring 100% regulatory compliance.

Organizing Committee at INNOWAVE'23, Sep 2023 - Dec 2023 · 4 mos, Bengaluru, Karnataka, India, I created competition rounds for various events under the banner of E-Summit, Innowave'23. Collaborated with industry experts to judge the events. Ensured the success of the event as part of the Innowave'23 team.

Team Lead, One-on-One Peer Training at CAPS- Centre For Academic And Professional Support, Jan 2023 - Jul 2023 · 7 mos, On-site, I lead a team of 20 volunteers that are part of the peer training wing of CAPS. Organized a pan-University fest "ARTIFEX" in collaboration with Group Peer Training Wing. Organized a pan-University literary fest "Penathon"

One-on-One Peer Trainer at CAPS- Centre For Academic And Professional Support, Aug 2022 - Dec 2022 · 5 mos, Collaborated with the team to conduct, facilitate and organize events, seminars and peer training sessions

Education

Bachelor of Commerce (Hons.), Finance and Investment, Christ University, Bangalore

Commerce with Maths, Aryaman Vikram Birla Institute of Learning