Ayush Agarwal

Finance Analyst @Anand Rathi Wealth Limited

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

School of open Learning, Delhi university

Bachelor's degree

Institute of Management Technology, Ghaziabad

PGDM