Nitin Aggarwal
Director @ Client Associates | Ex-BCG, Ex-Fidelity, Ex-Crisil | CFA Charter Holder
- Role
- Director Investment Research and Advisory at Client Associates
- Location
- Gurugram, HR, IN
- LinkedIn followers
- 500 followers
About Nitin Aggarwal
An experienced investment research and consulting professional in the financial services…
Experience
Director Investment Research and Advisory
May 2024 — Present
Leadership & Team Management: leading a team of research analysts, guiding them in analyzing and developing insights on various asset classes•Client Management & Portfolio Oversight (UHNI Focus): Managing ultra-high-net-worth individual (UHNI)client relationships, overseeing multi-billion-dollar portfolios that are diversified across equities, debt, and alternative investments•Investment Strategy & Asset Allocation: Developing and implementing proprietary investment frameworks,providing recommendations for macro asset allocation across key asset classes•Manager Selection & Due Diligence: Recommending investment managers for both public and private assets,by performing in-depth analysis of managers and aligning selections with current macroeconomic trends.•Portfolio Management (PMS & Advisory): Actively managing a long-only Portfolio Management Service (PMS) for internal clients and also overseeing stock portfolios for advisory clients•Market Commentary & Communication: Regularly conducting product reviews and delivering webinars/talks on global and domestic financial markets•Alternative Investments & Sourcing: Identifies, sources, and assesses private equity, venture capital (PEVC),and unlisted investment opportunities for clients
Education
ICFAI Business School
Master of Business Administration - MBA, Finance and Financial Management Services
CFA Institute
CFA CharterHolder, cfa
2017 — 2017
ICFAI Foundation for Higher Education, Hyderabad
Master of Business Administration (M.B.A.), Finance and Financial Management Services
2005 — 2007
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