Disha Bheda

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

August, 2023
Javelin Report
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...

April, 2023
Javelin Report
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...

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