Ayush Agarwal
Finance Analyst @ Anand Rathi Wealth Limited | PGDM in Finance
- Role
- Finance Analyst at Anand Rathi Wealth Limited
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Ayush Agarwal
Investment Analyst with 3+ years of experience in portfolio construction, asset…
Experience
Finance Analyst
Jun 2022 — Present · Bengaluru, IN
Co-managing 800 crores of assets across 60+ HNI families- Analysis of various asset classes to arrive at the best possible portfolio recommendations considering both risk and return- Help clients achieve their financial goals with the required financial planning- Provide tax advisory to clients- Creation of Wills & Trusts for our clients to ensure protection & smooth transition of wealth to the next generation
Education
School of open Learning, Delhi university
Bachelor's degree
2016 — 2019
Institute of Management Technology, Ghaziabad
PGDM
2020 — 2022
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