Chief Investment Officer And Portfolio Manager
Current
Sep 2022 - Present
AeroLeads people directory · profile
Ca Danish Aggarwal Email & Phone Number
Chief Investment Officer and Portfolio Manager
at
Desvelado Advisory Private Limited
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
Chief Investment Officer and Portfolio Manager
Location
Delhi, India, India
Who is Ca Danish Aggarwal? Overview
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Quick answer
Ca Danish Aggarwal is listed as Chief Investment Officer and Portfolio Manager at Desvelado Advisory Private Limited, based in Delhi, India, India. AeroLeads shows a matched LinkedIn profile for Ca Danish Aggarwal.
Ca Danish Aggarwal previously worked as Partner at A Danish And Co. ( Chartered Accountants) and Partner at Gupta Sharma And Associates , Chartered Accountants. Ca Danish Aggarwal holds Cfa Level 1, Finance And Financial Management Services from Cfa Institute.
Company email context
Email format at Desvelado Advisory Private Limited
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Desvelado Advisory Private Limited
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Profile bio
About Ca Danish Aggarwal
I help people invest their money in a way that is likely to generate a profit. I do this by carefully selecting stocks, bonds, or other financial instruments based on market conditions, company performance, and other factors that may influence their value. As a portfolio manager, I am responsible for making strategic decisions about how to allocate your clients' investments, with the goal of maximizing their return on investment. We may also provide advice and guidance to your clients on how to manage their money and make smart decisions about their investments. Ultimately, I as PM, undertake job is to help people grow their wealth and achieve their financial goals.
Listed skills include Auditing, Powerpoint, Income Tax, Accounting, and 16 others.
Current workplace
Ca Danish Aggarwal's current company
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4 roles
Ca Danish Aggarwal work experience
A career timeline built from the work history available for this profile.
Partner
A Danish And Co. ( Chartered Accountants)
Apr 2021 - Sep 2022
Partner
Gupta Sharma And Associates , Chartered Accountants
Apr 2018 - Apr 2022
Tax And Audit Assistant
Gupta Gupta & Associates
I was a part of Audit team as a Junior as well as Senior for conducting Audit of various Companies like NHPC Statutory Audit,J&K Bank Statutory Audit,Canara Bank-Concurrent Audit,Manpower Audit and in various mediocre companies as well as other entities like Trusts,NBFC,Partnership,Sole Proprietors etc.I also worked in providing Tax Consultancy area and in.
Feb 2014 - Feb 2017
4 education records
Ca Danish Aggarwal education
Cfa Level 1, Finance And Financial Management Services
Cfa Institute
Chartered Accountant, Accounting And Finance, Qualified Chartered Accountancy
Bachelor'S Degree In Commerce, Business/Commerce, General
High School, Higher Education, Distinction
Indira Public Hr. Sec. School
FAQ
Frequently asked questions about Ca Danish Aggarwal
Quick answers generated from the profile data available on this page.
What company does Ca Danish Aggarwal work for?
Ca Danish Aggarwal works for Desvelado Advisory Private Limited.
What is Ca Danish Aggarwal's role at Desvelado Advisory Private Limited?
Ca Danish Aggarwal is listed as Chief Investment Officer and Portfolio Manager at Desvelado Advisory Private Limited.
Where is Ca Danish Aggarwal based?
Ca Danish Aggarwal is based in Delhi, India, India while working with Desvelado Advisory Private Limited.
What companies has Ca Danish Aggarwal worked for?
Ca Danish Aggarwal has worked for Desvelado Advisory Private Limited, A Danish And Co. ( Chartered Accountants), Gupta Sharma And Associates , Chartered Accountants, and Gupta Gupta & Associates.
How can I contact Ca Danish Aggarwal?
You can use AeroLeads to view verified contact signals for Ca Danish Aggarwal at Desvelado Advisory Private Limited, including work email, phone, and LinkedIn data when available.
What schools did Ca Danish Aggarwal attend?
Ca Danish Aggarwal holds Cfa Level 1, Finance And Financial Management Services from Cfa Institute.
What skills is Ca Danish Aggarwal known for?
Ca Danish Aggarwal is listed with skills including Auditing, Powerpoint, Income Tax, Accounting, Corporate Finance, Tax, Taxation, and Finance.
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