Meet Agarwal
Private Wealth Advisor - Indmoney | CFA Level IIl Cleared | Cleared NISM VA, XA, XVII, XV | Experienced in Project Coordination, Equity Research & Financial Analysis | SBSC,DU
- Role
- Private Wealth Advisor at INDmoney
- Location
- New Delhi, DL, IN
- LinkedIn followers
- 500 followers
About Meet Agarwal
I specialize in investment research, portfolio management, and financial modeling. I’ve cleared CFA Level 3 & several NISM Exams, which has helped build a strong foundation in finance and sharpen my ability to analyze sectors, market cycles and business cycles.I focus on analyzing client portfolios, identifying benchmark huggers, and designing strategies that generate meaningful alpha aligned with each client’s risk–return profile (RRTTLU). My work includes building detailed financial models, sector reports, portfolio for deverse set of clients and delivering insights that drive smart investment decisions.Previously, I’ve worked with organizations like Wise Finserv, Llama Research, Growdiesel, Business Charcha & Technocratic Digital gaining experience in equity research, asset allocation, project coordination, and cross-functional teamwork. During Undergrad, I also served as Vice President of the Marketing Cell & Incubation Cell, where I led several teams and managed various live corporate projects.I’m passionate about investment strategy, financial innovation, and continuously exploring ways to create long-term value for clients and stakeholders.
Experience
Private Wealth Advisor
Jan 2026 — Present · Gurugram, IN
Education
Saffron Public School - India
High School Diploma, Business/Commerce, General
Shaheed Bhagat Singh College
Bachelor of Commerce - BCom, Accounting and Finance
Saffron Public School - India
Class 10th, General Studies
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