Mitesh Agarwal
Head Investment Product I Research I PMS AIF MF PE SIF I Global Macro I Third Party Products
- Role
- Product Head - Third Party Product - Private Wealth at IDFC FIRST Bank
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Mitesh Agarwal
I work in a leadership capacity across investments products, covering PMS, AIFs, MFs, and SIFs, and collaborating with CIO/Fund Managers evaluate and structure opportunities.What I bring- End-to-end product leadership: from quantitative modeling and due diligence to regulatory compliance and market launch- Cross-functional oversight: guiding legal, compliance, operations, and technology teams on investment initiatives- C-suite engagement: presenting investment strategies to management - Proprietary analytics: built portfolio tools that reduced review cycles from days to minutes- Complex product expertise: structured products, alternatives, and bespoke wealth solutions for HNI/UHNI clientsKey Achievements: Built proprietary portfolio review tools reducing analysis time by 95% Conducted 100+ CIO meetings and fund manager due diligences Predicted Franklin illiquidity crisis Specialties: Mutual Fund, PMS, AIF, Private Equity, Portfolio Analytics, Derivative Strategies, Commodity Derivatives, Structured Product, SIF, Pre-IPO, Unlisted Shares, Quantitative & Qualitative Analysis, Investment Advisory, Robo Advisory, New Product Origination and Due Diligence, Excel Template, Digital Content, Regulatory Compliance, Legal Expertise, International Product Proposition, GIFT City, Family Office Offerings.
Experience
Product Head - Third Party Product - Private Wealth
Nov 2021 — Present · Mumbai, IN
Primarily Research and Investment product strategy role to manage Third Party Products/Investments consisting of PMS, AIF, MF, Pre-IPO, Private Equity, International Offerings. Managing an experienced team of professionals and building a Bank with significant proposition on the Wealth side which is having assets over INR Crs/ USD 3.6 Bn for investment products.• This includes research, product ideation, development, due diligence, and onboarding• Evaluating potential investment opportunities and executing both in the public and private market.• Conduct Investment webinars, market outlook sessions, client meetings and mentorship programs. • Currently building empirical asset allocation models based on Global Macros
Education
IBS Hyderabad
Master of Business Administration (MBA), Finance and Financial Management Services
2009 — 2011
J D Birla Institute
Bachelor of Business Administration (BBA), Accounting and Finance
2005 — 2008
Skills
- Financial Risk
- Asset Management
- Financial Structuring
- Bloomberg
- Financial Services
- Equity Derivatives
- Capital Markets
- Market Risk
- Dcf
- Business Valuation
- Investments
- Wealth Management
- Fixed Income
- Project Finance
- Due Diligence
- Hedge Funds
- Investment Portfolio
- Investment Policy Statements
- Insurance
- Portfolio Management
- Competitive Analysis
- Valuation
- Commercial Leasing
- Securities
- Equities
- Corporate Finance
- Strategic Financial Planning
- Business Analysis
- Financial Markets
- Trading
- Investment Banking
- Investment Advisory
- Investment Management
- Equity Research
- Alternative Investments
- Mis
- Private Equity
- Financial Statement Analysis
- Derivatives
- Financial Analysis
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