Ankita Agarwal

Ankita Agarwal Email and Phone Number

Investment Banking Analyst @ Mumbai, MH, IN
Mumbai, MH, IN
Ankita Agarwal's Location
Mumbai, Maharashtra, India, India
Ankita Agarwal's Contact Details
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

Ankita Agarwal's Current Company Details
Future Credentials

Future Credentials

Investment Banking Analyst
Mumbai, MH, IN
Ankita Agarwal Work Experience Details
  • Future Credentials
    Investment Banking Analyst
    Future Credentials
    Mumbai, Mh, In
  • Freelance
    Professor/Mentor/Faculty
    Freelance Jan 2023 - Present
    Mumbai, Maharashtra
    Professional Mentor for CFA (USA), CMA (USA), FRM, Financial Modelling. Content curator, facilitator for MBA finance students, Corporate Training
  • Freelance
    Professor/Mentor/Faculty
    Freelance Oct 2018 - Dec 2022
    Mumbai, Maharashtra, India
    Professional Mentor for CFA (USA), CMA (USA), FRM, Financial Modelling. Content curator, facilitator for MBA finance students.
  • Future Credentials
    Lecturer
    Future Credentials Jan 2012 - Sep 2018
    Lal Kothi, Jaipur
  • Future Credentials
    Portfolio Management
    Future Credentials Mar 2011 - Sep 2018
    Jaipur Area, India
    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
  • Fullerton Securities & Wealth Advisors Ltd.
    Equity Advisor
    Fullerton Securities & Wealth Advisors Ltd. Dec 2009 - Feb 2011
    Mumbai
    Advising on Portfolio. Analyzing existing portfolio, suggesting changes
    View
  • Satya Securities
    Equity And Derivatives Advisor
    Satya Securities Nov 2008 - Nov 2009
    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
  • Motilal Oswal Securities Ltd
    Equity And Derivatives Advisor
    Motilal Oswal Securities Ltd Feb 2008 - Oct 2008
    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
    View
  • Capital Value Ventures
    Research Analyst
    Capital Value Ventures May 2007 - Jul 2007
    Portfolio management of High Networth IndividualsEquity Research of stocks listed on BSE and NSEWorked on Bloomberg and Reuters databases
  • Hdfc (Home Loans)
    Summer Intern
    Hdfc (Home Loans) May 2005 - Aug 2005
    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

Ankita Agarwal Skills

Portfolio Management Trading Derivatives Equities Equity Research Teaching Code Of Conduct Investments Options Capital Markets Wealth Management Risk Management Management Analysis Bloomberg To Conduct Interactive Sessions

Ankita Agarwal Education Details

  • Sadhana Centre For Management And Leadership Development, Scmld
    Sadhana Centre For Management And Leadership Development, Scmld
    Finance, General
  • Devi Ahilya Vishwavidyalaya
    Devi Ahilya Vishwavidyalaya
    Mms
    View
  • St. Raphaels H.S. School, Indore, M.P.
    St. Raphaels H.S. School, Indore, M.P.
    Commerce
  • Cfa Usa
    Cfa Usa
    Finance
  • Fpsb, India
    Fpsb, India
    Cfp

Frequently Asked Questions about Ankita Agarwal

What company does Ankita Agarwal work for?

Ankita Agarwal works for Future Credentials

What is Ankita Agarwal's role at the current company?

Ankita Agarwal's current role is Investment Banking Analyst.

What is Ankita Agarwal's email address?

Ankita Agarwal's email address is bi****@****ail.com

What schools did Ankita Agarwal attend?

Ankita Agarwal attended Sadhana Centre For Management And Leadership Development, Scmld, Devi Ahilya Vishwavidyalaya, St. Raphaels H.s. School, Indore, M.p., Cfa Usa, Fpsb, India.

What are some of Ankita Agarwal's interests?

Ankita Agarwal has interest in I Like To, Watch Discovery, Associate With People, Cook, Read About Various Companies, In My Free Time, Listen To Songs.

What skills is Ankita Agarwal known for?

Ankita Agarwal has skills like Portfolio Management, Trading, Derivatives, Equities, Equity Research, Teaching, Code Of Conduct, Investments, Options, Capital Markets, Wealth Management, Risk Management.

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