Rishabh Agarwal

Rishabh Agarwal Email and Phone Number

Multi Family Office | Private Wealth Management | MBA - Finance @ NMIMS, Mumbai | Financial Planning & Investment Strategies @ Client Associates
gurgaon, haryana, india
Rishabh Agarwal's Location
Delhi, India, India
Rishabh Agarwal's Contact Details

Rishabh Agarwal work email

Rishabh Agarwal personal email

n/a
About Rishabh Agarwal

I'm an experienced Private Wealth Management professional with a proven track record in advising Ultra High Net Worth Individuals (UHNI) and managing multi-family offices. Currently serving as a Senior Associate in Wealth Advisory at Client Associates, my expertise spans across financial planning, investment strategies, and client communication, ensuring a holistic approach to wealth management. Passionate about empowering clients to achieve their financial goals through diligent research, insightful analysis, and personalized advisory services.

Rishabh Agarwal's Current Company Details
Client Associates

Client Associates

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Multi Family Office | Private Wealth Management | MBA - Finance @ NMIMS, Mumbai | Financial Planning & Investment Strategies
gurgaon, haryana, india
Website:
clientassociates.com
Employees:
127
Rishabh Agarwal Work Experience Details
  • Client Associates
    Senior Associate
    Client Associates May 2024 - Present
    Gurugram, Haryana, India
    Built relationships & managed wealth portfolios for ultra HNI clients, providing tailored financial solutions and strategic advice.
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  • Client Associates
    Associate - Private Wealth Management
    Client Associates Apr 2023 - Apr 2024
    Gurugram, Haryana, India
    View
  • Analytic Edge
    Summer Intern
    Analytic Edge Apr 2022 - Jun 2022
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  • Central Square Foundation
    Strategic Projects Intern
    Central Square Foundation Sep 2020 - Jan 2021
    Delhi, India
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  • Univo Edtech Llp
    Product Management Intern
    Univo Edtech Llp Feb 2020 - Jun 2020
    Mumbai, Maharashtra
    View

Rishabh Agarwal Skills

Mathematics Data Structures Python Business Development Data Analytics Program Management Microsoft Excel Analytics Business Analytics Data Science Product Management C++ Statistical Data Analysis Operating Systems

Rishabh Agarwal Education Details

Frequently Asked Questions about Rishabh Agarwal

What company does Rishabh Agarwal work for?

Rishabh Agarwal works for Client Associates

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

Rishabh Agarwal's current role is Multi Family Office | Private Wealth Management | MBA - Finance @ NMIMS, Mumbai | Financial Planning & Investment Strategies.

What is Rishabh Agarwal's email address?

Rishabh Agarwal's email address is ri****@****tes.com

What schools did Rishabh Agarwal attend?

Rishabh Agarwal attended Svkm's Narsee Monjee Institute Of Management Studies (Nmims), Manipal University Jaipur.

What skills is Rishabh Agarwal known for?

Rishabh Agarwal has skills like Mathematics, Data Structures, Python, Business Development, Data Analytics, Program Management, Microsoft Excel, Analytics, Business Analytics, Data Science, Product Management, C++.

Who are Rishabh Agarwal's colleagues?

Rishabh Agarwal's colleagues are Pradeep Sangunni, Lokeswar Reddy Nallasiddu, Pranav Dhingra, Chirag Bhatia, Priyal Jindal, Rahul Nair, Ayushi Sultania.

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