Rajat Tyagi
Associate @ Alpha Capital | Tech Savvy, Financial Pro | Always a Learner!
- Role
- Associate at Alpha Capital
- Location
- Delhi, IN
- LinkedIn followers
- 500 followers
About Rajat Tyagi
I am a highly passionate Certified Financial Planner (CFP) with expertise in portfolio management, mutual fund research, and portfolio review. Currently working as an Associate at Alpha Capital, I am dedicated to helping clients achieve their financial goals. Certifications: • Investment Planning Specialist • Risk & Estate Planning Specialist • Retirement & Tax Planning Specialist Software Proficiency: • Morningstar Advisor Platform • Fintso Wealthmagic • Zoho One • Mercury Financial • Mutual Fund Utilities • Investwell • NSE MF Platform I am always eager to collaborate, make connections, and engage in discussions about mutual funds, stocks, and any other finance-related topics that enhance my knowledge and expertise. Feel free to connect with me on LinkedIn or reach out to me via email at
Experience
Associate
May 2023 — Present · Gurugram, IN
Education
CCS (Chaudhary Charan Singh)University
Bachelor of Business Administration - BBA, DIGITAL MARKETING
2018 — 2021
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.