Harleen Kaur

Harleen Kaur is an experienced finance professional currently serving as a Senior Investment Manager at FinEdge Advisory since January 2019, where responsibilities include portfolio management, goal-based financial planning, and investment strategy analysis tailored to client needs. Prior to this role, Harleen completed a summer internship as a Wealth Assurance Developer at IDBI Federal Life Insurance in mid-2018, gaining valuable insights into term insurance, endowment plans, and ULIP policies while enhancing skills in insurance sales and lead conversion. Harleen holds a Master of Business Administration in Finance from UPES (2017-2019) and a Bachelor of Business Administration in Finance from Uttaranchal University (2014-2017).