Om Agarwal
Finance Enthusiast by Profession | A Robin by Passion
- Role
- Mutual Fund Analyst & Investment Advisor (Sub-partner - Eureka Securities Ltd) at Lifenu Nirman Private Limited
- Location
- Siliguri, WB, IN
- LinkedIn followers
- 500 followers
About Om Agarwal
As the Managing Director and Mutual Fund Analyst at Lifenu Nirman Pvt. Ltd, I specialize…
Experience
Mutual Fund Analyst & Investment Advisor (Sub-partner - Eureka Securities Ltd)
Jan 2024 — Present · Siliguri, IN
Managing a growing ₹1.5 Cr+ AUM across Equity, Debt, and Hybrid mutual fund schemes for retail clients under Eureka Securities Ltd.Key Responsibilities:• Handle the entire investment journey: Client Onboarding, Risk Profiling, Financial Goal Planning, and Post-Investment Portfolio Review.• Perform in-depth Mutual Fund Analysis using tools like Moneycontrol, Morningstar, Value Research, and AMC Fact Sheets. • Recommend and execute fund allocations based on client goals, time horizon, and risk appetite.• Design tailored plans using SIP, Lumpsum, and Goal-Based Calculators for systematic wealth building.• Advise on Life and Health Insurance solutions to ensure complete financial protection.• Maintain regular communication with Eureka’s backend team for fund updates, client servicing, and compliance.
Education
Inspiria Knowledge Campus
Bacholer
2021 — 2024
S.K.P Vidya Niketan
Secondary
S.K.P Vidya Niketan
Higher Secondary
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