
Dimple Dugar
Investment Team Intern

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About me
Morningstar - Senior Research Associate • Aditya Birla Capital • SBI Funds Management • NSDL
Education

University of Mumbai
2014 - 2017Bachelor's degree Accounting and FinanceActivities and Societies: Placement Cell Committee & Hosted College Fest
Experience

SBI MUTUAL FUND
Oct 2015 - Dec 2015Investment Team Intern
SBI MUTUAL FUND
Apr 2018 - Nov 2018Institutional Sales and Independent Financial Advisory Channel Intern
SBI MUTUAL FUND
May 2019 - Jul 2019Product Development and Marketing Consultant
Aditya Birla Insurance Brokers Ltd.
Aug 2019 - Mar 2020Reinsurance - Finance Executive
Morningstar Sustainalytics
Jul 2021 - nowSenior Research Associate Analyst
Jan 2024 - nowESG Research Associate II
Aug 2022 - nowESG Research Associate I
Jul 2021 - Jul 2022
Licenses & Certifications

CII- Certified Professional in Carbon Footprint
Confideration of Indian IndustryFeb 2024.webp)
5A Mutual Fund Distributor
National Institute of Securities Markets (NISM)
Investment Analysis and Portfolio Management Module
NSEIT LIMITEDMar 2022
CSRD Fundamentals Level 1
CSRD InstituteJun 2025.webp)
5B Mutual Fund Foundation
National Institute of Securities Markets (NISM)Jan 2022
Business Responsibility & Sustainability Reporting
Uttaranchal UniversityJul 2024
Financial Markets (Advanced) Module
NSEIT LIMITEDMar 2022
Understanding Responsible Investment
Principles for Responsible InvestmentJan 2021
Honors & Awards
- Awarded to Dimple DugarStar of the Quarter Morningstar Jan 2025 “Dimple played an important role in the successful delivery of the Scope 3 Project. she ensured that the SIG a process was implemented in the most effective manner. her strong coordination skills allowed her to complete all tasks on time. She also navigate the project hurdles to ensure timely delivery, Dimple’s dedication and hard work were throughout visible, and she also simultaneously took on the responsibility of a reviewer, contributing to the project’s success.”
- Awarded to Dimple DugarStar of the Quarter Morningstar Jul 2023 Manager - Vishal Totlani''Dimple has made significant contributions as a reviewer and has single-handedly led the implementation of new quality scorecard for which she is the SPOC. In addition, she takes principal role in coordinating corner cases with the Content Team. Dimple is proactive and has the ability to take complete ownership of any project assigned to her. She is well respected by her peers and her opinions for process/tool development are based on practical experience and… Show more Manager - Vishal Totlani''Dimple has made significant contributions as a reviewer and has single-handedly led the implementation of new quality scorecard for which she is the SPOC. In addition, she takes principal role in coordinating corner cases with the Content Team. Dimple is proactive and has the ability to take complete ownership of any project assigned to her. She is well respected by her peers and her opinions for process/tool development are based on practical experience and demonstrates her end-to-end understanding of the overall process.'' Show less
- Awarded to Dimple DugarBrand Ambassador National Securities Depository Limited Aug 2015
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