Parth Agarwal
Wealth Manager
Pune
Summary
Enterprising Personal Financial Advisory driving client satisfaction through in-depth portfolio analysis and comprehensive investment tracking. Eagerly collaborates with like-minded colleagues to deliver detailed financial planning presentations and webinars for maximum client reach and service promotion.
Overview
1
1
year of professional experience
8
8
years of post-secondary education
2
2
Languages
Work History
Wealth Manager
Edelweiss Wealth Management
Pune
02.2022 - Current
- Expanded customer base through community outreach and strategic business partnerships.
- Prepared and hosted data room while coordinating legal and advisory teams and facilitating due diligence processes.
- Kept client financial plans optimized for current market trends and economic conditions.
- Assisted clients in making beneficial and strategic decisions regarding investments, financing and sourcing channel partners.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
Research Intern
Pune Municipal Corporation
Pune
02.2021 - 05.2021
- Research and recommendation of various industry sectors for investments in, Successfully done primary research on Automobile,Pharmaceutical, BFSI, & IT sectors.
- Managed, prepared and manipulated extensive databases.
- Made reports on the project TULIP.
Education
MBA - Finance+ Marketing
ICFAI Business School
Pune 05.2020 - 02.2022
B. Tech - Information Technology
SRM University
Ghaziabad 07.2015 - 05.2019
XIIth - PCM
PMS Public School
Moradabad 04.2014 - 05.2015
Xth -
S.S. Children Academy
Moradabad 04.2011 - 05.2012
certification program in Financial Modelling Completed certification program in Advance Excel Completed Certification program in Power BI - undefined
Skills
Leadership Skills
Timeline
Wealth Manager
Edelweiss Wealth Management
02.2022 - Current
Research Intern
Pune Municipal Corporation
02.2021 - 05.2021
MBA - Finance+ Marketing
ICFAI Business School
05.2020 - 02.2022
B. Tech - Information Technology
SRM University
07.2015 - 05.2019
XIIth - PCM
PMS Public School
04.2014 - 05.2015
Xth -
S.S. Children Academy
04.2011 - 05.2012
certification program in Financial Modelling Completed certification program in Advance Excel Completed Certification program in Power BI - undefined
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