Sinam Agarwal
Wealth Specialist at Growthfiniti Wealth Pvt Ltd | Ex-Barclays | MBA Finance | BBA Finance
- Role
- Wealth Specialist at Growthfiniti Wealth Pvt Ltd
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Sinam Agarwal
I’m currently working as a Wealth Specialist at Growthfiniti Wealth Pvt. Ltd, where I…
Experience
Wealth Specialist
Nov 2024 — Present · Mumbai, IN
Building and managing a client base comprising business owners, professionals, CXOs, and senior executives from leading organizations, by focusing on delivering tax-efficient and scientifically structured wealth management solutions.• Leveraging Modern Portfolio Theory and the Black-Litterman Model to construct well-diversified portfolios.• Conducting in-depth risk budgeting to align portfolio strategies with each client’s unique risk profile and investment horizon.• Focusing on asset allocation and manager selection to create a well balanced portfolio to consistently outperform the benchmark• Prioritizing long-term client relationships, built on trust, transparency, and consistent performance.
Education
SVKM's Narsee Monjee Institute of Management Studies (NMIMS)
Master of Business Administration - MBA
2021 — 2023
Delhi Public School, Siliguri
Class 12
2016 — 2018
St. Michael's School, Siliguri
Class 10
2008 — 2016
Christ University, Bangalore
Bachelor of Business Administration - BBA
2018 — 2021
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