Vidit Agarwal
Summer Intern @Axis Mutual Fund
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WORK HISTORY
Summer Intern @Axis Mutual Fund
Mumbai, IN
EDUCATION
CFA Institute
Charterholder
National Institute of Securities Markets
Equity Derivatives
XLRI Delhi-NCR
PGDM (BM)
St. Xavier's College (Autonomous), Kolkata
BCom - Bachelor of Commerce
ABOUT VIDIT AGARWAL
Embarked on a new journey at XLRI to pursue their Business Management course. In my role at Neo, I was instrumental in the Chief Investment Officer (CIO) office team for a multi-family office client. My expertise lies in research, portfolio management, and providing valuable insights to the markets team. During my tenure at TresVista, I worked with Bahrain\'s Sovereign Wealth Fund as an extension of their team, engaging in diverse projects including financial modeling, industry and company research, market commentary, pitch decks, and transaction comparables. I also assisted a KSA-based client in developing financial models and identifying new business opportunities for their second funding round. Open to connecting for discussions or opportunities in finance.
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