---
title: "Piyush Joshi - Junior Analyst - Investment Banking in Haldwani | Tal"
description: "Meet Piyush Joshi, Investment Banking| CFA Level 1 Cleared| CISI Level 1 Cleared based in Haldwani."
image: "https://tal.club/meet/piyush-42/share-image"
---

# 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

[View the original profile](https://tal.club/meet/piyush-42)

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