Hello, I am

Hasan Merchant

Wealth Management & Investor Relations

Analytical finance professional specializing in capital raising, risk profiling, and portfolio optimization. Facilitated $3M+ in fundraising initiatives.

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Key Expertise

Risk Profiling & Advisory

Tailoring investment strategies to individual risk appetites.

Portfolio Management

Optimizing returns through mutual funds and equities.

Fundraising Support

Facilitated over $3M in capital raises for startups.

Technical Analysis

Derivatives, market trend analysis, and financial modeling.

Commercial SEO Strategy

Ranking pages that bring real leads and sales, not just traffic.

Competitor Traffic Capture

Finding what works for competitors and taking that traffic.

Entity-Based & AI SEO (AEO)

Making content easy for Google and AI tools to understand and recommend.

Topical Authority Building

Organizing content so the site looks like an expert in one area.

Data-Driven SEO Execution

Improving SEO based on real data (GSC + GA4), not guesses.

Professional Experience

Jun 2025 - Sep 2025

Investor Relations Associate

LetsVenture

Guided 10+ seed/early-stage startups through fundraising cycles.
Facilitated $3M+ in successful capital raises.
Designed pitch decks and streamlined deal flow for 30+ investment memos.

Jan 2025 - Apr 2025

Wealth Manager

CAGR Fund

Managed ₹15Cr+ AUM, designing portfolios aligned with risk profiles.
Deployed client funds across equities, achieving optimized returns.
Managed end-to-end client onboarding and compliance.

Education

Bachelor in Commerce

S.M.M.K College of Commerce & Economics

Graduated 2024

High School Diploma

R.N. Podar School, Mumbai

2019

Certifications

NISM Series VIII - Equity Derivatives

NISM Series XV - Research Analyst

NISM Series VA - Mutual Fund Distributor

Pursuing CFP Designation