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

November, 2023
Javelin Report
2024 Trends & Predictions: Digital Wealth — Investor

Artificial intelligence and machine learning are infiltrating all aspects of investing, with a profound impact on the data, tools, and platforms used by self-directed investors and...

November, 2023
Javelin Report
2024 Trends & Predictions: Digital Wealth — Advisor

Modern wealth management is undergoing a transformation driven by artificial intelligence. These new tools and analytics are shifting the advice proposition from one of service hom...

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...

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