Adarsh Agarwal

• Skilled in fundamental analysis methodologies, conducting thorough evaluations of financial statements, and key performance indicators to inform investment decisions.
• Experienced in industry, sector, and sub-sector analysis methodologies, utilizing comprehensive research tools to identify trends, opportunities, and risks within various market segments
• Screening investment opportunities in different asset class to generate trade ideas.
• Responsible for evaluating and executing investments in different asset classes, monitoring and analyzing investment performance of the fund and its respective investments, including appropriate returns benchmarking
• Leading the rebalancing process and evaluation of portfolio allocation based on established guidelines, while managing the AUM of 200+ crores across all our products.
• Portfolio Restructuring based on Assets Future Performance and Client’s Risk appetite.
• Support clearing and settlement processes across multiple asset classes including Equity, Fixed Income, Derivatives, FX, and Commodities.
• Conducted in-depth research and authored comprehensive reports on macroeconomic developments, global news, and regional market trends.
• Developed weekly outlooks and analytical content to provide insights into market movements and investment strategies.
• Produced detailed content covering diverse geographies, ensuring timely and accurate information for stakeholders.

Auditing & Assurance:

• Performed statutory audits of various corporate clients, as well as partnership firms and proprietary concerns, individually and as part of audit teams.
• Performed Statutory Audits of various corporate clients as well as partnership firms and proprietary concerns individually and as a part of audit teams.
• Discussion and finalization of Audit reports with management and departmental heads.
• Prepared audit plans and ensured completion with timelines.
• The responsibilities involved vouching of books of accounts, along with ledger scrutiny, receivables, and payables aging, etc.
• Ratio and variance analysis of items of profit and loss, and balance sheet.

Taxation:

• Prepared and filed income tax returns for corporations, firms, and individuals.
• Conducting tax audits for various corporations and individuals alike.
• Handling and assisting with tax litigation matters before various income tax authorities, with the preparation of replies to scrutiny notices and other notices to the IT Department.