Published author on AI applications in finance. Twelve years across global institutions — building at the intersection of risk, data, and modern intelligence. Currently working on AI & Finance integration at a large MNC.
Tejas Jadhav, CFA, FRM is a finance professional with twelve years of experience across four global institutions. His career reflects one consistent belief — finance runs better when data, risk, and technology work together.
He has built and led projects across Retail Banking, Market Risk, Climate Risk, and Wealth Management at Citi, HDFC Bank, and leading Swiss Banks — operating on both sides of the desk, managing HNI client portfolios while building the technology platforms that support investment and risk decisions.
He currently works on AI and Finance integration at a large MNC, building institutional-grade AI workflows. He is also a published author on AI applications in finance — his books are used by equity analysts, portfolio managers, and investment bankers across India and globally.
Outside his primary role, he serves as guest faculty at leading management institutes and as an equity research judge at Bloomberg Club competitions, where he mentors the next generation of analysts on both financial rigour and the practical use of AI.
12 years across global banks and institutions in India and Switzerland.
Practitioner-grade guides used by equity analysts, portfolio managers, and investment bankers across India and the US. Available in Kindle & Paperback.
Ranked #1 Free Ebook on Amazon India at Launch and Amazon Best Seller in multiple categories on amazon.com including FRM and Valuation. 128+ institutional-grade prompts for equity research, valuation & investment research using Claude AI. Each prompt includes Finance Context, exact Excel model specs, and real analyst desk stories.
*Rankings are at a point in time
Ranked as an Amazon Best Seller in multiple categories on amazon.com. 110+ battle-tested prompts across equity research, DCF valuation, investment banking, and risk management. Compatible with ChatGPT, Claude, Gemini, Copilot & Perplexity. Used by analysts and portfolio managers across India and globally.
Buy on AmazonReal stories from a private wealth manager — costly mistakes from HNI investors and the 3-3-3 system that fixes them. AI-powered prompts to build your financial plan. A Spending Autopsy to find hidden portfolio leakage. No jargon. No sales pitch.
Buy on AmazonTimeless Money Principles to Build Wealth, Security & Financial Freedom — drawing from the economic brilliance of Chhatrapati Shivaji Maharaj. Leadership, strategy and financial wisdom for the modern wealth-builder.
Buy on AmazonBuild production-ready finance dashboards, automate repetitive workflows, and integrate Claude AI into your daily finance desk — all without needing to code. Practical, step-by-step playbook for analysts, managers, and finance teams who want to work alongside Claude as a coworker, not just a chatbot.
Buy on AmazonLive Amazon Best Seller Rankings tracker across categories — books ranked in Free, Paid, and Overall charts on Amazon India and amazon.com.
Track real-time Amazon Best Seller Rankings for all books — Free, Paid & Overall charts across India and US categories including Finance, AI, FRM, Valuation, and Wealth Management.
View Amazon Best Seller RankingsOpen-source finance tools and dashboards built and deployed. Click to explore any project live.
A daily finance morning briefing dashboard — pre-market commentary, key market data, and AI-generated financial insights to start the trading day right. Built as a practical AI + Finance integration tool.
An intraday trading tool for tracking, analysing, and making sense of live market movements. Built for traders and analysts who need fast, clean data views for intraday decisions.
An AI-powered portfolio review tool for evaluating investment portfolios — structured analysis, allocation review, and actionable insights. Built for wealth managers, analysts, and investors who want a fast, intelligent second opinion on their portfolio.
Open to roles at the intersection of AI, financial risk, and product — where domain expertise is the foundation and technology is the multiplier. Also available for consulting, speaking engagements, book collaborations, and 1:1 mentoring.
tejasipsjadhav@gmail.com