Dimple Dugar

Dimple Dugar

Investment Team Intern

Followers of Dimple Dugar177 followers
location of Dimple DugarMumbai, Maharashtra, India

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  • Timeline

  • About me

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

  • Education

    • University of Mumbai

      2014 - 2017
      Bachelor's degree Accounting and Finance

      Activities and Societies: Placement Cell Committee & Hosted College Fest

  • Experience

    • SBI MUTUAL FUND

      Oct 2015 - Dec 2015
      Investment Team Intern
    • SBI MUTUAL FUND

      Apr 2018 - Nov 2018
      Institutional Sales and Independent Financial Advisory Channel Intern
    • SBI MUTUAL FUND

      May 2019 - Jul 2019
      Product Development and Marketing Consultant
    • Aditya Birla Insurance Brokers Ltd.

      Aug 2019 - Mar 2020
      Reinsurance - Finance Executive
    • Morningstar Sustainalytics

      Jul 2021 - now
      • Senior Research Associate Analyst

        Jan 2024 - now
      • ESG Research Associate II

        Aug 2022 - now
      • ESG Research Associate I

        Jul 2021 - Jul 2022
  • Licenses & Certifications

    • CII- Certified Professional in Carbon Footprint

      Confideration of Indian Industry
      Feb 2024
    • 5A Mutual Fund Distributor

      National Institute of Securities Markets (NISM)
    • Investment Analysis and Portfolio Management Module

      NSEIT LIMITED
      Mar 2022
    • CSRD Fundamentals Level 1

      CSRD Institute
      Jun 2025
    • 5B Mutual Fund Foundation

      National Institute of Securities Markets (NISM)
      Jan 2022
    • Business Responsibility & Sustainability Reporting

      Uttaranchal University
      Jul 2024
    • Financial Markets (Advanced) Module

      NSEIT LIMITED
      Mar 2022
    • Understanding Responsible Investment

      Principles for Responsible Investment
      Jan 2021
  • Honors & Awards

    • Awarded to Dimple Dugar
      Star 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 Dugar
      Star 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 Dugar
      Brand Ambassador National Securities Depository Limited Aug 2015