Team

The team at Wealth Cafe consists of dynamic qualified professionals led by Harsh Vardhan Dawar.

 

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Harsh Vardhan Dawar
ACA, CFA, FRM.

Harsh Vardhan is an Associate Member of ICAI. He is also a Chartered Financial Analyst(CFA®) from The CFA Institute and a Certified Financial Risk Manager (FRM®) from GARP.

Earlier, he completed B.Com(Hons.) from the Sri Satya Sai Institute of Higher Learning, Bangalore bagging the Gold Medal. He has been a topper throughout his academic career, scoring All India 2nd Rank in his 12th standard CBSE exams and All India Ranks in his CA PE-II(AIR 3) and CA Final exams(AIR 35).

During his three years of internship with Price Waterhouse, Mumbai he had the opportunity to work with and audit companies which include Brokerage Houses, Mutual Funds, Asset Management Companies, Investment banks, Non Banking Financial Companies and Banks. This gave him insiders’ perspective into the functioning of financial products and markets.

Coming from a family of entrepreneurs he saw the need for quality, independent Financial Advisors and started Wealth Cafe. He has been practicing as a Financial Planner/Wealth Manager since then. He is also a faculty with EduPristine, taking classes for FRM® and CFA® candidates for over six years.

He is SEBI Registered Investment Advisor (SEBI RIA INA000002173) and can be reached at harsh@wealthcafe.in.linkedin twitter