Parth Agarwal
Pune
Summary
Analytical financial and investment analyst with a proven track record of enhancing productivity and meeting project deadlines. Expertise includes equity research, risk assessment, and portfolio management, ensuring precision in financial evaluations. Exceptional communication and problem-solving abilities facilitate the translation of complex financial concepts for varied audiences. Committed to leveraging analytical skills to drive strategic financial decisions.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Deputy Manager
Prudent Corporate Advisory Services Ltd
Pune
01.2024 - Current
- Led the recruitment and training of B2B business partners, boosting their financial product knowledge.
- Assessed economic trends for accurate evaluation of investments and associated risks.
- Conducted thorough risk assessment and optimized portfolios to enhance investment alignment with clients' financial objectives.
Relationship Manager
ICICI Prudential Asset Management
01.2022 - Current
- Exhibited strong customer service skills by providing mutual funds support for one of the largest clients at ICICI Prudential AMC Ltd
- Educated clients on account types as well as mutual funds, fees, policies, and performance
- Educating new Clients by doing Investment Awareness Programs on Mutual fund for creating wealth and meeting personal goals
Wealth Manager
Edelweiss Wealth Management
01.2022 - Current
- Expanded customer base through community outreach and strategic business partnerships
- Prepared and hosted data room while coordinating legal and advisory teams and facilitates 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
Education
MBA - Finance
ICFAI Business School
Pune04-2022
B.Tech/B.E. - Information Technology
SRM University
Ghaziabad05-2019
Skills
- Financial modeling
- Compliance
- Consulting
- Financial management
- Equity research
- Financial Analysis
- Risk Analysis
Certification
- Financial Modelling, Urban 95
- NISM VIII: Equity derivatives, 04/2025
- Advance Excel: Beginner to Advance
- NISM Mutual Fund Certification (5A), 01/2026
- Executive Programme in Fintech, Banking and Applied Risk Management, IIM Lucknow
Timeline
Deputy Manager
Prudent Corporate Advisory Services Ltd
01.2024 - Current
Relationship Manager
ICICI Prudential Asset Management
01.2022 - Current
Wealth Manager
Edelweiss Wealth Management
01.2022 - Current
- Financial Modelling, Urban 95
- NISM VIII: Equity derivatives, 04/2025
- Advance Excel: Beginner to Advance
- NISM Mutual Fund Certification (5A), 01/2026
- Executive Programme in Fintech, Banking and Applied Risk Management, IIM Lucknow
MBA - Finance
ICFAI Business School
B.Tech/B.E. - Information Technology
SRM University
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