Disha Bheda
Analyst, Wealth Management
Disha is an analyst at Javelin’s Wealth Management Practice. Before joining Javelin, Disha has held a range of roles in financial services and technology, including in investments research and operations, and as a financial analyst.
Originally from India, Disha studied economics and computer science at Stony Brook University in New York and finance from Loyola Institute of Business Administration, India.
Latest Insights
Amplifying Investor Engagement Using Risk and Behavioral Insights
Innovative psychological and behavioral techniques are revolutionizing the way digital investor risk assessment is conducted, evolving it from a mere checkbox routine into an empow...
The Relationship-Building Power of Digital Tax Platforms
Adoption of digital tax filing continues to grow, with the vast majority of U.S. returns submitted electronically. Digital tax preparation and filing remains a highly fragmented ma...
Want to get in touch with us