Lokesh Agarwal
Hyderabad
Summary
Analytical finance professional with experience in equity research, wealth management, and derivatives markets. Previously served as EM Research Associate and managed family business operations while conducting independent market research and trading. CFA Level II and FRM Level II candidate eager to leverage expertise in a structured corporate environment to drive impactful results.
Overview
4
4
years of professional experience
9
9
Certifications
Work History
Independent Market Research & Trading
Independent Trader
Hyderabad
10.2023 - Current
- Conducted independent equity and derivatives market research on Indian equities and F&O segments, informing strategic trading decisions.
- Developed and tested stock selection frameworks for long-term investing using fundamental and market trend analysis, enhancing investment strategy effectiveness.
- Actively monitored macroeconomic indicators, earnings, and market developments to support trading and investment decisions.
- Designed and executed derivatives strategies prioritizing risk management, position sizing, and capital protection to optimize trading outcomes.
- Managed trades with real capital exposure under a profit-sharing arrangement, ensuring accountability and discipline.
Manager
Vidhya Ispat Udyog Pvt. Ltd.
Hyderabad
10.2023 - 12.2025
- Managed day-to-day business operations, coordinating workflow, inventory, and staff activities to enhance operational effectiveness.
- Supported operational and financial decision-making, contributing to improved efficiency and cost control.
- Implemented process improvements to streamline operations and reduce waste.
- Coordinated with internal teams to facilitate smooth execution of daily business activities, ensuring alignment and operational consistency.
- Oversaw basic compliance, safety standards, and operational discipline across functions.
EM Research Associate
UBS India Business Solutions Pvt. Ltd.
Hyderabad
01.2023 - 06.2023
- Conducted market research to inform strategic decision-making initiatives.
- Analyzed data trends using advanced analytical tools and software.
- Prepared detailed reports summarizing key research findings for management review.
- Maintained organized databases to ensure accurate information retrieval.
- Shared project updates in team meetings to facilitate informed progress discussions.
- Actively participated in weekly meetings with the research team to discuss progress towards project goals.
Wealth Manager
Purnartha Portfolio & Investment Advisory Services Pvt. Ltd.
Hyderabad
05.2022 - 12.2022
- Guided clients in navigating investment options and portfolio strategies, ensuring alignment with financial goals.
- Developed comprehensive reports detailing client investment performance and recommendations.
- Facilitated client meetings to gather insights and resolve financial inquiries, enhancing client satisfaction and retention.
- Collaborated with senior advisors to create client engagement strategies, strengthening service delivery and client relationships.
- Maintained up-to-date knowledge of market trends and regulatory changes impacting investments.
- Utilized financial software to analyze data, informing investment decisions and optimizing client portfolio management.
Education
CFA Level 2 -
CFA Institute
01-2024
FRM Level 2 -
GARP Institute
01-2024
B.Com -
Kanpur University
Hyderabad01-2018
IPCC -
ICAI
Hyderabad01-2018
High School Diploma -
St. Mary's Junior College
Hyderabad01-2015
GED -
Rishi Public School
Hyderabad01-2013
Skills
- Equity research
- Market research
- Python & R Programming
- MS-Office
- Capital Markets Knowledge
- Trend analysis
- Econometric analysis
- Statistical modeling
- Investment analysis
- Financial modeling
- Financial statement analysis
- Derivatives trading
Certification
Certified Credit Risk Analyst - AIWMI
Languages
Hindi
Native
Native
English
Advanced (C1)
C1
Gujarati
Elementary (A2)
A2
Timeline
Independent Market Research & Trading
Independent Trader
10.2023 - Current
Manager
Vidhya Ispat Udyog Pvt. Ltd.
10.2023 - 12.2025
EM Research Associate
UBS India Business Solutions Pvt. Ltd.
01.2023 - 06.2023
Wealth Manager
Purnartha Portfolio & Investment Advisory Services Pvt. Ltd.
05.2022 - 12.2022
CFA Level 2 -
CFA Institute
FRM Level 2 -
GARP Institute
B.Com -
Kanpur University
IPCC -
ICAI
High School Diploma -
St. Mary's Junior College
GED -
Rishi Public School