Sinam Agarwal

Wealth Specialist @Growthfiniti Wealth Pvt Ltd

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.

SVKM's Narsee Monjee Institute of Management Studies (NMIMS)

Master of Business Administration - MBA

Delhi Public School, Siliguri

Class 12

St. Michael's School, Siliguri

Class 10

Christ University, Bangalore

Bachelor of Business Administration - BBA