Karan Agarwal

Wealth Management | CFA Level III Cleared | Finance

Role: Account Manager (Wealth Management) at Anand Rathi Wealth Limited
Location: Mumbai, MH, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Karan Agarwal

Finance Analysis enthusiast- Financial Modeling and valuations - I passed all…

Experience

Account Manager (Wealth Management)
Anand Rathi Wealth Limited
Dec 2022 — Present · Mumbai, IN

Education

CFA Institute, USA
CFA Level 3 Cleared, International Finance
Delhi University
Bachelor of Commerce - BCom, Mathematics
2017 — 2020
St Paul's Church College
ISC, Business/Commerce, General
2015 — 2017

Contact information

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Work email
•••••@anandrathiwealth.in
Personal email
•••••@•••••.com
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Current company

Anand Rathi Wealth Limited

Financial Services · 1.5K employees · Founded 2002 · Mumbai, India

Anand Rathi Wealth Limited (ARWL) is an NSE500-listed company dedicated to simplifying wealth creation for high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNIs). Since 2002, we have been a trusted name in private wealth, offering a transparent, data-backed, and objective-driven approach to long-term financial success. As one of India's leading wealth firms, we specialise in creating, protecting, and seamlessly transmitting wealth through structured, data-backed, and transparent processes. We have been certified as a Great Place to Work for the last eight years, a testament to our organisational culture that fosters trust, collaboration, and excellence. What Sets Us Apart Our approach is fearless, uncomplicated, data-driven, and transparent. We build objective-driven wealth strategies uniquely suited to each client's goals, empowering them with clarity and confidence at every step of their wealth journey. Our Offerings Wealth Creation | Risk Management | Tax Planning | Estate Planning Our Reach With a presence across 18+ locations in India and an international representative office in Dubai, our Relationship Managers bring an average tenure of 8.8 years, ensuring deep expertise and continuity in every client relationship. Discover more: https://www.anandrathiwealth.in/ Follow us for insights, updates, and opportunities.

anandrathiwealth.in

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About Karan Agarwal

Experience

Account Manager (Wealth Management)

Education

CFA Institute, USA

Delhi University

St Paul's Church College

Find verified contacts for anyone on LinkedIn