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Alok Agarwala

Chief Investment Officer - Entrust Family Office, Equities, Bonds, Commodities, Macros, Portfolio Construction & Management

Role
Chief Investment Officer at Entrust Family Office
Location
Bengaluru, KA, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Alok Agarwala

Chief Investment Officer with 19+ years of experience in Macroeconomic, Equity and Fixed Income Research and Investment Management.Formulated investment strategies for equity and bond markets that are a blend of macro triggers, fundamental and technical analysis. Market Profiler combining market profile with VSA for positional views. Built a complete platform for Centralised Investment Advice right from Risk Profiling, Asset Allocation, Portfolio Construction & Management to Automated Strategic and Tactical Portfolio Review & Rebalancing. I have built proprietory trading systems for equity stocks, index futures and commodities using market profile and VSA. Created automated Mutual Fund Scheme Ranking process incorporating quantitative and qualitative parameters for proprietory useRetirement Planning - Ideated, conceptualized and built a unique, first of its kind Digital Retirement Planning Platform at Bajaj Capital, for Retirees. Built tools, processes, MIS, Analytics and teams of retirement planners to effectively grow and manage retirement business from scratch to Rs. 70crs topline in 2 years. Built, trained and grew a team of 12 retirement para planners making retirement plans, converting 300+ plans and generating ~4 crs of revenue (8x productivity) in its first year of operation

Experience

  1. Chief Investment Officer

    Entrust Family Office

    Dec 2025 — Present · Bengaluru, IN

Education

  • The Institute of Chartered Accountants of India

    Chartered Accountant, Finance and Accountancy

    2001 — 2005

  • Acharya Prafulla Chandra College

    Bachelor of Commerce - BCom, Accounting and Finance

  • Ashutosh College Kolkata

    Higher Secondary, Science (Maths Physics Chemistry)

Skills

  • Capital Markets
  • Investments
  • Mutual Funds
  • Equity Research
  • Economics
  • Investment Advisory
  • Financial Markets
  • Equities
  • Wealth Management
  • Portfolio Management

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