Dheeraj Kumar

Questioner
DISC Type : c

Analyst 2 at Daloopa

Greater Bengaluru Area, India

Overview

Dheeraj is a Financial Analyst at Daloop, specializing in extracting valuable insights from SEC filings for US, European, and Asian companies. A recent graduate from Hindu College, University of Delhi, with a B. Com(H), he holds certifications in SAP FICO and Corporate Finance. People who have worked with him describe him as disciplined and hardworking.

Outside of his analyst role, Dheeraj is a passionate business and finance writer for Summarise. app, where he crafts compelling narratives about startup journeys and market dynamics. His background includes diverse internships with national-level government projects, including the Ministry of Housing and Urban Affairs, reflecting a broad range of interests.

He worked with the French research firm Ipsos on the successful execution of Swachh Survekshan 2023, a major national project.

Personality Overview

Value Seeker

Price-Sensitive

Cautious & Analytical

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Financial Analysis
His current role involves detailed analysis of financial information from 8K, 10Q, and 10K filings for a New York-based investment research company.
Indian Market Dynamics
He frequently posts detailed analyses of large Indian companies like LIC and IndiGo, focusing on market capitalization, monopolies, and systemic influence.
Startup Storytelling
Identifies as a "Startup stories" writer in his headline and analyzes the growth journeys of companies like Mankind Pharma from investment to large market cap.

Media Appearances

Dheeraj has no verified media appearances

Work History

7-2025
Analyst 2 at Daloopa
10-2024 - 6-2025
Analyst 1 at Daloopa
7-2024 - 8-2024
Human Resources Executive at Astrotalk
7-2023 - 9-2023
Research Assistant at Research Realm
7-2023 - 9-2023
Project Management Intern at Ministry of Housing and Urban Affairs

Education

11-2021 - 7-2024
Bachelor of commerce honours from Hindu College, University of Delhi
4-2020 - 3-2021
XII th from Central Board of Secondary Education (CBSE)

More Information

Social Presence :

Prographics :

Exp : 1 Location : Greater Bengaluru Area, India Job Level : Junior Designation : Analyst 2 at Daloopa
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Insights For Selling To Dheeraj

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t try to be too friendly or informal with them
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dheeraj is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Dheeraj

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Dheeraj move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Dheeraj take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Dheeraj

Personality Compatibility


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