Director Investment Research And Advisory
Current
May 2024 - Present
AeroLeads people directory · profile
Nitin Aggarwal, Cfa Email & Phone Number
Director @ Client Associates | Ex-BCG, Ex-Fidelity, Ex-Crisil | CFA Charter Holder
at
Client Associates
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✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Director @ Client Associates | Ex-BCG, Ex-Fidelity, Ex-Crisil | CFA Charter Holder
Location
Gurugram, Haryana, India
Company size
Who is Nitin Aggarwal, Cfa? Overview
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Quick answer
Nitin Aggarwal, Cfa is listed as Director @ Client Associates | Ex-BCG, Ex-Fidelity, Ex-Crisil | CFA Charter Holder at Client Associates, a with 127 employees, based in Gurugram, Haryana, India. AeroLeads shows a matched LinkedIn profile for Nitin Aggarwal, Cfa.
Nitin Aggarwal, Cfa previously worked as Director Investment Research and Advisory at Client Associates and Senior Manager - Asset/Wealth Management at Boston Consulting Group (Bcg). Nitin Aggarwal, Cfa holds Cfa Charterholder, Cfa from Cfa Institute.
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Client Associates
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Profile bio
About Nitin Aggarwal, Cfa
With over 15 years of experience, I am a seasoned finance professional and a CFA CharterHolder, currently working as a Senior Manager at Boston Consulting Group (BCG). I lead and deliver high-quality research and analysis for clients across various sectors and regions, helping them achieve their investment objectives and grow their portfolios.I possess strong analytical skills and a deep understanding of the financial markets, products, and trends. I leverage my expertise to conduct comprehensive and rigorous research on various asset classes, strategies, and performance metrics, and to produce clear and compelling reports, presentations, and commentaries. I also collaborate and communicate effectively with internal and external stakeholders, including senior management, sales teams, and fund managers, to support business development and client relationship management. My mission is to help clients make informed and confident investment decisions that align with their goals and values.
Current workplace
Nitin Aggarwal, Cfa's current company
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Client Associates
5 roles
Nitin Aggarwal, Cfa work experience
A career timeline built from the work history available for this profile.
Senior Manager - Asset/Wealth Management
Jan 2023 - May 2024
Product Lead - Asset/Wealth Management
Apr 2018 - Dec 2022
Specialist Investment Research
Fidelity Investments
• Performing quantitative and quantitative analysis on proprietary investment strategies including equity, fixed income and asset allocation funds and managed portfolios offered in Canada• Preparing pitch books/presentations for the Sales team to push sales of our investment products• Conducting investment performance measurement, attribution & risk analysis for single and multi-asset class portfolios and incorporating the results into investment/market commentaries• Tracking the macro-economic developments on an ongoing basis and providing written reports to the Sales team about major developments and their impact on the portfolio• Benchmarking our investment products against competitor offerings using Morningstar Fund Rating methodology• Preparing management reports of fund performance as part of regulatory reporting requirements
Apr 2010 - Mar 2018
Senior Research Analyst
I worked on a range of business and financial research assignments ranging from detailed company analysis to complex economic / sector analysisAnalyzing companies, industries and sectors using comprehensive secondary and primary research toolsEconomic analysis – assessing business opportunities Industry analysis/market sizingCompetitive benchmarking Financial statement analysis, including ratio analysis. Also worked on financial valuation models
Jun 2007 - Apr 2010
Team & coworkers
Colleagues at Client Associates
Other employees you can reach at clientassociates.com. View company contacts for 127 employees →
KG
Kanika Gupta
Colleague at Client AssociatesGurugram, Haryana, India
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AB
Ashish Bajpai
Colleague at Client AssociatesGurugram, Haryana, India
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VK
Vineet Kumar
Colleague at Client AssociatesDelhi, India
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SC
Sanjib Chatterjee 🇮🇳
Colleague at Client AssociatesGurgaon, Haryana, India
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CN
Cortnee Nelson
Colleague at Client AssociatesSurprise, Arizona, United States
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PK
Parth Kanani
Colleague at Client AssociatesMumbai, Maharashtra, India
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AK
Abbas Khan
Colleague at Client AssociatesAzamgarh, Uttar Pradesh, India
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PB
Pratham Bansal
Colleague at Client AssociatesGurugram, Haryana, India
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AA
Amita Ahluwalia
Colleague at Client AssociatesGurgaon, Haryana, India
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VN
Vishal Nathany
Colleague at Client AssociatesMumbai, Maharashtra, India
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Kanika Gupta
Colleague at Client AssociatesGurugram, Haryana, India
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AB
Ashish Bajpai
Colleague at Client AssociatesGurugram, Haryana, India
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VK
Vineet Kumar
Colleague at Client AssociatesDelhi, India
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SC
Sanjib Chatterjee 🇮🇳
Colleague at Client AssociatesGurgaon, Haryana, India
View →
CN
Cortnee Nelson
Colleague at Client AssociatesSurprise, Arizona, United States
View →
PK
Parth Kanani
Colleague at Client AssociatesMumbai, Maharashtra, India
View →
AK
Abbas Khan
Colleague at Client AssociatesAzamgarh, Uttar Pradesh, India
View →
PB
Pratham Bansal
Colleague at Client AssociatesGurugram, Haryana, India
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AA
Amita Ahluwalia
Colleague at Client AssociatesGurgaon, Haryana, India
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VN
Vishal Nathany
Colleague at Client AssociatesMumbai, Maharashtra, India
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3 education records
Nitin Aggarwal, Cfa education
Cfa Charterholder, Cfa
Cfa Institute
Master Of Business Administration (M.B.A.), Finance And Financial Management Services
Master Of Business Administration - Mba, Finance And Financial Management Services
FAQ
Frequently asked questions about Nitin Aggarwal, Cfa
Quick answers generated from the profile data available on this page.
What company does Nitin Aggarwal, Cfa work for?
Nitin Aggarwal, Cfa works for Client Associates.
What is Nitin Aggarwal, Cfa's role at Client Associates?
Nitin Aggarwal, Cfa is listed as Director @ Client Associates | Ex-BCG, Ex-Fidelity, Ex-Crisil | CFA Charter Holder at Client Associates.
Where is Nitin Aggarwal, Cfa based?
Nitin Aggarwal, Cfa is based in Gurugram, Haryana, India while working with Client Associates.
What companies has Nitin Aggarwal, Cfa worked for?
Nitin Aggarwal, Cfa has worked for Client Associates, Boston Consulting Group (Bcg), Fidelity Investments, and Crisil Global Research & Analytics.
Who are Nitin Aggarwal, Cfa's colleagues at Client Associates?
Nitin Aggarwal, Cfa's colleagues at Client Associates include Kanika Gupta, Ashish Bajpai, Vineet Kumar, Sanjib Chatterjee 🇮🇳, and Cortnee Nelson.
How can I contact Nitin Aggarwal, Cfa?
You can use AeroLeads to view verified contact signals for Nitin Aggarwal, Cfa at Client Associates, including work email, phone, and LinkedIn data when available.
What schools did Nitin Aggarwal, Cfa attend?
Nitin Aggarwal, Cfa holds Cfa Charterholder, Cfa from Cfa Institute.
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