Ashwin Agarwal

Background

About Ashwin Agarwal

As an aspiring researcher and analyst, I am eager to leverage my educational background and work experience to contribute to a team that values financial acumen, technical proficiency, and business intelligence. I hold a PGDM in Finance from ITM Business School, Navi Mumbai, and a BBA from St. Xavier College, Ranchi. My technical qualifications and additional certifications include a series of Compliance Certifications, certification courses in financial statement analysis, and expertise in Credit and Risk research. I am also proficient in several Business Intelligence and Application Tools such as Advance Excel, Power BI, Power Query, and Microsoft Office 365. My most recent work experience as an Asst. Manager at ICICI Securities has equipped me with a deep understanding of Indian Equity (both primary and Secondary) and Commodity markets, preparing pitch books for potential investments for HNI Clients, and risk portfolio assessment of HNI Clients. Additionally, I have experience in new business development and maintaining relationships with existing HNI Clients, achieving a turnover of 45 MN USD (approx.) turnover in equity and commodity segments every month. Prior to this, I was with GD Bagri Securities where I prepared investment portfolio reports for clients, analyzed Equity and Debt Investment ratios, and conducted learning workshops on taxable and non-taxable bonds for clients.