MAHIE AGARWAL
Wealth Manager
New Delhi
Overview
5
5
years of professional experience
5
5
years of post-secondary education
Work History
Management Trainee
Anand Rathi Wealth Pvt Ltd
New Delhi
05.2024 - Current
- Presented detailed reports on portfolio performance, highlighting key drivers of growth and areas of improvement.
- Managed 150+ Crore book for 50+ families, curating asset allocation strategy as per their financial objective
- Alerted about market changes for timely portfolio adjustments, seizing opportunities and minimizing risk
Management Trainee
HDFC Bank Ltd
Mumbai
04.2023 - 05.2023
- Developed 2 momentum strategies, increasing portfolio returns by 15% over 12 months through market trend monitoring and back testing
- Utilized Excel and Bloomberg to create 5+ insightful financial reports for investment decisions
- Analyzed 10+ financial data, reports, and trends to pinpoint promising investment opportunities in India
Management Trainee
Three Dots Finitude LLP
Jaipur
07.2021 - 02.2022
- Developed an understanding of the capital markets and knowledge of mutual fund, insurance, equity, debt markets
- Oversaw fund performance closely, adjusting portfolios as needed.
- Derived 95% satisfaction resulting in an average return of 10% on invested assets for 8 clients
Strategist
Swasthya Mangalam Hospital
Jaipur
05.2020 - 01.2021
- Spearheaded 5+ seminars and weekly camps attended by 100+ individuals to increase Vaccine Awareness
- Resolved operational issues for 2 months to improve productivity, cost, and profitability
- Improved efficiency by 15% and increased profits by 8% through identifying and resolving operational issues
Education
M.B.A. - Finance
Institute Of Management Technology
Ghaziabad 01.2022 - 01.2024
B.A. -
Indraprastha College For Women, University of Delhi
New Delhi 01.2017 - 01.2020
Skills
Relationship Development
Strategic Planning
Micromanagement
Negotiation
Research and analysis
Timeline
Management Trainee
Anand Rathi Wealth Pvt Ltd
05.2024 - Current
Management Trainee
HDFC Bank Ltd
04.2023 - 05.2023
M.B.A. - Finance
Institute Of Management Technology
01.2022 - 01.2024
Management Trainee
Three Dots Finitude LLP
07.2021 - 02.2022
Strategist
Swasthya Mangalam Hospital
05.2020 - 01.2021
B.A. -
Indraprastha College For Women, University of Delhi
01.2017 - 01.2020
Similar Profiles
PREETI SHARMAPREETI SHARMA
Account Manager at Anand Rathi Wealth Ltd.Account Manager at Anand Rathi Wealth Ltd.
Harshul GoyelHarshul Goyel
Intern at Anand Rathi Wealth Limited, IndiaIntern at Anand Rathi Wealth Limited, India
ADITYA GAUTAMADITYA GAUTAM
DevOps Engineer II at Anand Rathi Wealth ManagementDevOps Engineer II at Anand Rathi Wealth Management
SIDDHARTH SHANKARSIDDHARTH SHANKAR
Subject Matter Expert-Back Office Executive at EXL Service Ltd.Subject Matter Expert-Back Office Executive at EXL Service Ltd.
Satyam DhawanSatyam Dhawan
Senior Software Engineer at EmidsSenior Software Engineer at Emids