Anjali Agarwal

Investment Research, Investor Relations, Corporate Strategy | Cleared CFA Level 3

Role
Manager - Investments at Mercer
Location
Gurugram, HR, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Anjali Agarwal

With 4 years of experience in FP & A, Strategy and Investor Relations, I specialize in turning complex financial data into actionable insights that drive business growth and investor confidence. I have a strong track record in financial modeling, forecasting, budgeting, and corporate strategy, helping companies optimize performance and make informed decisions.On the Investor Relations side, I bridge the gap between companies and stakeholders by keeping existing investors informed with key business and financial updates. I also prepare investment memorandums, pitchbooks, and financial plans to engage potential investors.

Experience

  1. Manager - Investments

    Mercer

    Jan 2026 — Present

Education

  • Bishop Cotton Girls school

    Business/Commerce, General

    2013 — 2015

  • T A Pai Management Institute, Manipal

    PGDM-BKFS

  • Narsee Monjee Institute of Management Studies, Mumbai

    Bachelor of Business Administration, Finance, General

    2015 — 2018

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Anjali Agarwal — Manager - Investments at Mercer in Gurugram, HR, IN | Unifers