Investment Banking Analyst
Future Credentials
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Ankita Agarwal Email & Phone Number
Investment Banking Analyst
at
Future Credentials
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✓ Verified July 2026
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Current company
Future Credentials
Role
Investment Banking Analyst
Location
Mumbai, Maharashtra, India
Who is Ankita Agarwal? Overview
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Quick answer
Ankita Agarwal is listed as Investment Banking Analyst at Future Credentials, based in Mumbai, Maharashtra, India. AeroLeads shows a matched LinkedIn profile for Ankita Agarwal.
Ankita Agarwal previously worked as Professor/Mentor/Faculty at Freelance and Professor/Mentor/Faculty at Freelance. Ankita Agarwal holds Mba, Finance, General from Sadhana Centre For Management And Leadership Development, Scmld.
Profile bio
About Ankita Agarwal
Mentoring for more than 12 years coupled with 4 years plus of industry experience. Expertise in Professional Courses; CFA | FRM | FINANCIAL MODELING | PRIVATE COMPANY VALUATION | CORPORATE TRAINER | MBA FINANCE | Content creator of Financial Models for M&A, LBO, Private company Valuation, DCF, DDM, Alternative Investments, Equity research for MNC's.#Corporate Training#MNCs#finance for non finance#super HNI #RELATIONSHIP MANAGER #BFSI #FINANCIALMODELLINGSpecialties: Upskill, Customised content, pitch deck, analytics
Listed skills include Portfolio Management, Trading, Derivatives, Equities, and 12 others.
Current workplace
Ankita Agarwal's current company
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Future Credentials
10 roles
Ankita Agarwal work experience
A career timeline built from the work history available for this profile.
Professor/Mentor/Faculty
Current
Freelance
Professional Mentor for CFA (USA), CMA (USA), FRM, Financial Modelling. Content curator, facilitator for MBA finance students, Corporate Training
Jan 2023 - Present
Professor/Mentor/Faculty
Freelance
Professional Mentor for CFA (USA), CMA (USA), FRM, Financial Modelling. Content curator, facilitator for MBA finance students.
Oct 2018 - Dec 2022
Lecturer
Future Credentials
Jan 2012 - Sep 2018
Portfolio Management
Future Credentials
We at Future Credentials offer portfolio management services to various clients. We are also in Education industry, were we have the best faculties for CA, CS, CFA, CFP and NSE and BSE certification. All the faculties have both industry and teaching experience of more than 4 years.You can get associated with us at futurecredentials@gmail.com
Mar 2011 - Sep 2018
Equity Advisor
Advising on Portfolio. Analyzing existing portfolio, suggesting changes
Dec 2009 - Feb 2011
Equity And Derivatives Advisor
Satya Securities
Acquiring clients for the wealth management segmentDefining financial goals for clients and recommending products and services based on their needs needs and risk appetiteAdvising clients in areas such as equity, Futures and options and currency futuresManaging portfolios of clients and risk management of their portfolios
Nov 2008 - Nov 2009
Equity And Derivatives Advisor
Profiling the cients based on their risk appetite, experience, and financial goals Reactivating dormant clients with the company, introducing them to a new range of products and servicesOffering them excellence in terms of wealth management services across all wealth products Portfolio Management and risk management of clientsAdvising clients on investments and trading positions in Cash and F&O segment based on self analysis and that of the company's own
Feb 2008 - Oct 2008
Research Analyst
Capital Value Ventures
Portfolio management of High Networth IndividualsEquity Research of stocks listed on BSE and NSEWorked on Bloomberg and Reuters databases
May 2007 - Jul 2007
Summer Intern
Hdfc (Home Loans)
Successfully completed a project titled "Lead Management and Business Process Analysis"Tested the need and efficiency of a call centre in the organisationUsed call records and call duration as tools to assess the efficiency by modelling it on excelLearnt the process of sanctioning a new loan
May 2005 - Aug 2005
5 education records
Ankita Agarwal education
Mba, Finance, General
Sadhana Centre For Management And Leadership Development, Scmld
Commerce
St. Raphaels H.S. School, Indore, M.P.
Cfa, Finance
Cfa Usa
Cfp
Fpsb, India
FAQ
Frequently asked questions about Ankita Agarwal
Quick answers generated from the profile data available on this page.
What company does Ankita Agarwal work for?
Ankita Agarwal works for Future Credentials.
What is Ankita Agarwal's role at Future Credentials?
Ankita Agarwal is listed as Investment Banking Analyst at Future Credentials.
Where is Ankita Agarwal based?
Ankita Agarwal is based in Mumbai, Maharashtra, India while working with Future Credentials.
What companies has Ankita Agarwal worked for?
Ankita Agarwal has worked for Future Credentials, Freelance, Fullerton Securities & Wealth Advisors Ltd., Satya Securities, and Motilal Oswal Securities Ltd.
How can I contact Ankita Agarwal?
You can use AeroLeads to view verified contact signals for Ankita Agarwal at Future Credentials, including work email, phone, and LinkedIn data when available.
What schools did Ankita Agarwal attend?
Ankita Agarwal holds Mba, Finance, General from Sadhana Centre For Management And Leadership Development, Scmld.
What skills is Ankita Agarwal known for?
Ankita Agarwal is listed with skills including Portfolio Management, Trading, Derivatives, Equities, Equity Research, Teaching, Code Of Conduct, and Investments.
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