Abhishek Agrawal
Sales & Distribution Leader | HDFC Mutual Fund | 18+ Years in Financial Markets | PMS | AIF | Wealth Management | Team Leadership & Growth Strategist | Mutual Fund Specialist
- Role
- Sales & Distribution at Hdfc Mutual Fund
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Abhishek Agrawal
With close to 18 years of experience in the financial services industry, I bring deep…
Experience
Sales & Distribution
Jun 2016 — Present · Mumbai, IN
Education
CFA Institute
Investment Foundations Program, Investments and Securities
2021
National Institute of Securities Markets (NISM)
NISM-Series-V-C: Mutual Fund Distributors (Level 2) Certification Examination, Mutual Fund
2019
ICFAI Business School, Ahmedabad
Master of Business Administration - MBA, Finance & International Business
2005 — 2007
National Institute of Securities Markets (NISM)
NISM-Series-V-A: Mutual Fund Distributors Certification Examination, Mutual Funds
2019
National Institute of Securities Markets (NISM)
NISM-Series-X-A: Investment Adviser (Level 1) Certification Examination , Investment Adviser Certification
2019
National Institute of Securities Markets (NISM)
NISM-Series-X-B: Investment Adviser (Level 2) Certification Examination., Investment Adviser Certification
2019
Skills
- Fixed Income
- Hedge Funds
- Strategic Financial Planning
- Derivatives
- Financial Analysis
- Securities
- Asset Managment
- Hedging
- Financial Markets
- Investment Banking
- Options
- Asset Management
- Investments
- Financial Modeling
- Corporate Finance
- Capital Markets
- Equity Research
- Strategy
- Portfolio Management
- Financial Planning
- Bloomberg
- Valuation
- Banking
- Mutual Funds
- Investment Advisory
- Investment Strategies
- Equities
- Financial Advisory
- Wealth Management
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