Divyansh Agrawal
Bengaluru
Summary
Investment-focused Product & Research Associate with experience across equities, mutual funds, and alternative investments. Applies fundamental and technical analysis for portfolio construction, multi-asset evaluation, and risk-adjusted performance assessment using Bloomberg and Morningstar. Produces periodic market research reports and translates macro and sector insights into actionable portfolio recommendations and client-ready investment ideas.
Overview
2
2
years of professional experience
Work History
Associate Product & Research
BugleRock Capital
Bengaluru
01.2025 - Current
- Conduct detailed equity research across sectors, assessing business models, valuations, earnings drivers, and risks to support buy/hold/sell recommendations.
- Contribute to portfolio construction and performance analytics for ~INR 800 crore AUM using benchmarking, scenario analysis, and risk-adjusted return evaluation with Morningstar, Bloomberg, and Excel.
- Evaluate a multi-asset universe including ~500 PMS strategies and ~280 AIFs; maintain a ranking framework integrating fundamental, technical, and risk metrics.
- Prepare data-driven portfolio reviews and investment proposals aligned with client mandates and risk profiles.
- Develop fundraising presentations and corporate decks, leveraging AI tools to accelerate research synthesis and improve narrative clarity.
- Engage with clients and advisers to articulate portfolio positioning, performance drivers, and market outlook.
- Author weekly market reports for 1,000+ clients, along with monthly investment updates and quarterly earnings reviews shared with clients and external AMCs.
Intern Product & Research
BugleRock Capital
Bengaluru
04.2024 - 12.2024
- Conducted mutual fund analysis to identify sectoral opportunities, performance dispersion, and risk-adjusted returns.
- Developed fund snapshots and portfolio risk summaries using Bloomberg and Morningstar to support investment evaluation.
- Monitored macroeconomic indicators and market trends to contribute to periodic outlook reports.
- Assisted in portfolio design, asset allocation analysis and investment presentations.
Education
Master of Business Administration - Finance
International School of Management Excellence
Bengaluru, KA01-2025
Bachelor of Commerce - Finance
Mohanlal Sukhadia University
Udaipur, RJ01-2023
Skills
- Equity and Fund Research
- Portfolio Analytics and Construction
- Multi-asset evaluation
- Risk-adjusted Performance Analysis
- Bloomberg and Morningstar
- Advanced Excel
- Investment Presentations
- Client & Adviser Communication
Interests
Financial Markets & Investing Visual Design & Communication
Trekking Behavioral Psychology & Philosophy
Timeline
Associate Product & Research
BugleRock Capital
01.2025 - Current
Intern Product & Research
BugleRock Capital
04.2024 - 12.2024
Master of Business Administration - Finance
International School of Management Excellence
Bachelor of Commerce - Finance
Mohanlal Sukhadia University