Meet Agarwal

Background

About Meet Agarwal

I specialize in investment research, portfolio management, and financial modeling. I’ve cleared CFA Level 3 & several NISM Exams, which has helped build a strong foundation in finance and sharpen my ability to analyze sectors, market cycles and business cycles.I focus on analyzing client portfolios, identifying benchmark huggers, and designing strategies that generate meaningful alpha aligned with each client’s risk–return profile (RRTTLU). My work includes building detailed financial models, sector reports, portfolio for deverse set of clients and delivering insights that drive smart investment decisions.Previously, I’ve worked with organizations like Wise Finserv, Llama Research, Growdiesel, Business Charcha & Technocratic Digital gaining experience in equity research, asset allocation, project coordination, and cross-functional teamwork. During Undergrad, I also served as Vice President of the Marketing Cell & Incubation Cell, where I led several teams and managed various live corporate projects.I’m passionate about investment strategy, financial innovation, and continuously exploring ways to create long-term value for clients and stakeholders.